BIMIX vs. BIV
Compare and contrast key facts about Baird Intermediate Bond Fund Class Institutional (BIMIX) and Vanguard Intermediate-Term Bond ETF (BIV).
BIMIX is managed by Baird. It was launched on Sep 29, 2000. BIV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIMIX or BIV.
Correlation
The correlation between BIMIX and BIV is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BIMIX vs. BIV - Performance Comparison
Key characteristics
BIMIX:
1.50
BIV:
0.76
BIMIX:
2.21
BIV:
1.12
BIMIX:
1.28
BIV:
1.13
BIMIX:
0.64
BIV:
0.30
BIMIX:
4.68
BIV:
1.81
BIMIX:
1.03%
BIV:
2.23%
BIMIX:
3.21%
BIV:
5.34%
BIMIX:
-14.15%
BIV:
-18.94%
BIMIX:
-2.40%
BIV:
-8.00%
Returns By Period
In the year-to-date period, BIMIX achieves a 0.79% return, which is significantly lower than BIV's 0.87% return. Both investments have delivered pretty close results over the past 10 years, with BIMIX having a 1.75% annualized return and BIV not far behind at 1.69%.
BIMIX
0.79%
0.59%
0.21%
4.93%
0.55%
1.75%
BIV
0.87%
0.92%
-1.62%
4.15%
-0.37%
1.69%
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BIMIX vs. BIV - Expense Ratio Comparison
BIMIX has a 0.30% expense ratio, which is higher than BIV's 0.04% expense ratio.
Risk-Adjusted Performance
BIMIX vs. BIV — Risk-Adjusted Performance Rank
BIMIX
BIV
BIMIX vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund Class Institutional (BIMIX) and Vanguard Intermediate-Term Bond ETF (BIV). 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
BIMIX vs. BIV - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.93%, more than BIV's 3.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.93% | 3.89% | 3.20% | 2.18% | 1.58% | 2.16% | 2.53% | 2.52% | 2.33% | 2.29% | 2.27% | 2.41% |
BIV Vanguard Intermediate-Term Bond ETF | 3.81% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Drawdowns
BIMIX vs. BIV - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -14.15%, smaller than the maximum BIV drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for BIMIX and BIV. For additional features, visit the drawdowns tool.
Volatility
BIMIX vs. BIV - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund Class Institutional (BIMIX) is 0.80%, while Vanguard Intermediate-Term Bond ETF (BIV) has a volatility of 1.39%. This indicates that BIMIX experiences smaller price fluctuations and is considered to be less risky than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.