Correlation
The correlation between BIMIX and IEI is -0.20. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
BIMIX vs. IEI
Compare and contrast key facts about Baird Intermediate Bond Fund Class Institutional (BIMIX) and iShares 3-7 Year Treasury Bond ETF (IEI).
BIMIX is managed by Baird. It was launched on Sep 29, 2000. IEI is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 3-7 Year Treasury Bond Index. It was launched on Jan 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIMIX or IEI.
Performance
BIMIX vs. IEI - Performance Comparison
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Key characteristics
BIMIX:
2.05
IEI:
1.68
BIMIX:
3.13
IEI:
2.53
BIMIX:
1.40
IEI:
1.31
BIMIX:
1.29
IEI:
0.70
BIMIX:
6.78
IEI:
4.14
BIMIX:
1.01%
IEI:
1.67%
BIMIX:
3.32%
IEI:
4.12%
BIMIX:
-12.75%
IEI:
-14.60%
BIMIX:
-0.25%
IEI:
-3.49%
Returns By Period
In the year-to-date period, BIMIX achieves a 2.99% return, which is significantly lower than IEI's 3.43% return. Over the past 10 years, BIMIX has outperformed IEI with an annualized return of 2.17%, while IEI has yielded a comparatively lower 1.36% annualized return.
BIMIX
2.99%
0.04%
2.30%
6.52%
3.13%
0.84%
2.17%
IEI
3.43%
-0.36%
2.60%
6.47%
2.00%
-0.59%
1.36%
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BIMIX vs. IEI - Expense Ratio Comparison
BIMIX has a 0.30% expense ratio, which is higher than IEI's 0.15% expense ratio.
Risk-Adjusted Performance
BIMIX vs. IEI — Risk-Adjusted Performance Rank
BIMIX
IEI
BIMIX vs. IEI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund Class Institutional (BIMIX) and iShares 3-7 Year Treasury Bond ETF (IEI). 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.
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Dividends
BIMIX vs. IEI - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.97%, more than IEI's 3.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.97% | 3.89% | 3.20% | 2.18% | 2.27% | 3.50% | 2.53% | 2.52% | 2.36% | 2.50% | 2.58% | 2.55% |
IEI iShares 3-7 Year Treasury Bond ETF | 3.23% | 3.18% | 2.36% | 1.37% | 0.73% | 1.12% | 2.01% | 1.95% | 1.51% | 1.33% | 1.39% | 1.23% |
Drawdowns
BIMIX vs. IEI - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -12.75%, smaller than the maximum IEI drawdown of -14.60%. Use the drawdown chart below to compare losses from any high point for BIMIX and IEI.
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Volatility
BIMIX vs. IEI - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund Class Institutional (BIMIX) is 0.97%, while iShares 3-7 Year Treasury Bond ETF (IEI) has a volatility of 1.25%. This indicates that BIMIX experiences smaller price fluctuations and is considered to be less risky than IEI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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