BFH vs. VTI
Compare and contrast key facts about Bread Financial Holdings Inc (BFH) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFH or VTI.
Correlation
The correlation between BFH and VTI is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BFH vs. VTI - Performance Comparison
Key characteristics
BFH:
1.61
VTI:
1.91
BFH:
2.25
VTI:
2.58
BFH:
1.30
VTI:
1.35
BFH:
0.90
VTI:
2.89
BFH:
8.37
VTI:
11.50
BFH:
8.76%
VTI:
2.16%
BFH:
45.47%
VTI:
12.93%
BFH:
-92.27%
VTI:
-55.45%
BFH:
-63.17%
VTI:
-0.11%
Returns By Period
In the year-to-date period, BFH achieves a 2.56% return, which is significantly lower than VTI's 4.15% return. Over the past 10 years, BFH has underperformed VTI with an annualized return of -8.69%, while VTI has yielded a comparatively higher 12.66% annualized return.
BFH
2.56%
1.78%
13.58%
70.58%
1.22%
-8.69%
VTI
4.15%
1.90%
10.15%
23.12%
13.65%
12.66%
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Risk-Adjusted Performance
BFH vs. VTI — Risk-Adjusted Performance Rank
BFH
VTI
BFH vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bread Financial Holdings Inc (BFH) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BFH vs. VTI - Dividend Comparison
BFH's dividend yield for the trailing twelve months is around 1.35%, more than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFH Bread Financial Holdings Inc | 1.35% | 1.38% | 2.55% | 2.23% | 1.07% | 2.13% | 2.82% | 1.90% | 1.03% | 0.29% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
BFH vs. VTI - Drawdown Comparison
The maximum BFH drawdown since its inception was -92.27%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BFH and VTI. For additional features, visit the drawdowns tool.
Volatility
BFH vs. VTI - Volatility Comparison
Bread Financial Holdings Inc (BFH) has a higher volatility of 9.15% compared to Vanguard Total Stock Market ETF (VTI) at 3.14%. This indicates that BFH's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.