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BIMIX vs. VCIT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BIMIX and VCIT is 0.81, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

BIMIX vs. VCIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baird Intermediate Bond Fund Class Institutional (BIMIX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). The values are adjusted to include any dividend payments, if applicable.

40.00%50.00%60.00%70.00%80.00%90.00%NovemberDecember2025FebruaryMarchApril
48.15%
88.42%
BIMIX
VCIT

Key characteristics

Sharpe Ratio

BIMIX:

2.06

VCIT:

1.41

Sortino Ratio

BIMIX:

3.14

VCIT:

2.07

Omega Ratio

BIMIX:

1.39

VCIT:

1.25

Calmar Ratio

BIMIX:

0.88

VCIT:

0.67

Martin Ratio

BIMIX:

6.66

VCIT:

4.39

Ulcer Index

BIMIX:

1.01%

VCIT:

1.67%

Daily Std Dev

BIMIX:

3.26%

VCIT:

5.19%

Max Drawdown

BIMIX:

-14.15%

VCIT:

-20.56%

Current Drawdown

BIMIX:

-0.34%

VCIT:

-2.29%

Returns By Period

The year-to-date returns for both investments are quite close, with BIMIX having a 2.93% return and VCIT slightly higher at 3.05%. Over the past 10 years, BIMIX has underperformed VCIT with an annualized return of 1.83%, while VCIT has yielded a comparatively higher 2.70% annualized return.


BIMIX

YTD

2.93%

1M

1.01%

6M

2.16%

1Y

6.50%

5Y*

1.05%

10Y*

1.83%

VCIT

YTD

3.05%

1M

0.69%

6M

1.05%

1Y

7.24%

5Y*

2.42%

10Y*

2.70%

*Annualized

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BIMIX vs. VCIT - Expense Ratio Comparison

BIMIX has a 0.30% expense ratio, which is higher than VCIT's 0.04% expense ratio.


BIMIX
Baird Intermediate Bond Fund Class Institutional
Expense ratio chart for BIMIX: current value is 0.30%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BIMIX: 0.30%
Expense ratio chart for VCIT: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VCIT: 0.04%

Risk-Adjusted Performance

BIMIX vs. VCIT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIMIX
The Risk-Adjusted Performance Rank of BIMIX is 8989
Overall Rank
The Sharpe Ratio Rank of BIMIX is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BIMIX is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BIMIX is 9191
Omega Ratio Rank
The Calmar Ratio Rank of BIMIX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of BIMIX is 8888
Martin Ratio Rank

VCIT
The Risk-Adjusted Performance Rank of VCIT is 8383
Overall Rank
The Sharpe Ratio Rank of VCIT is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of VCIT is 8989
Sortino Ratio Rank
The Omega Ratio Rank of VCIT is 8686
Omega Ratio Rank
The Calmar Ratio Rank of VCIT is 7171
Calmar Ratio Rank
The Martin Ratio Rank of VCIT is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIMIX vs. VCIT - 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 Corporate Bond ETF (VCIT). 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.


Sharpe ratio
The chart of Sharpe ratio for BIMIX, currently valued at 2.06, compared to the broader market-1.000.001.002.003.00
BIMIX: 2.06
VCIT: 1.41
The chart of Sortino ratio for BIMIX, currently valued at 3.14, compared to the broader market-2.000.002.004.006.008.0010.00
BIMIX: 3.14
VCIT: 2.07
The chart of Omega ratio for BIMIX, currently valued at 1.39, compared to the broader market0.501.001.502.002.503.003.50
BIMIX: 1.39
VCIT: 1.25
The chart of Calmar ratio for BIMIX, currently valued at 0.88, compared to the broader market0.005.0010.0015.00
BIMIX: 0.88
VCIT: 0.67
The chart of Martin ratio for BIMIX, currently valued at 6.66, compared to the broader market0.0020.0040.0060.00
BIMIX: 6.66
VCIT: 4.39

The current BIMIX Sharpe Ratio is 2.06, which is higher than the VCIT Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of BIMIX and VCIT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
2.06
1.41
BIMIX
VCIT

Dividends

BIMIX vs. VCIT - Dividend Comparison

BIMIX's dividend yield for the trailing twelve months is around 3.93%, less than VCIT's 4.43% yield.


TTM20242023202220212020201920182017201620152014
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%
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
4.43%4.43%3.72%3.04%2.88%2.78%3.37%3.61%3.21%3.29%3.34%3.34%

Drawdowns

BIMIX vs. VCIT - Drawdown Comparison

The maximum BIMIX drawdown since its inception was -14.15%, smaller than the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for BIMIX and VCIT. For additional features, visit the drawdowns tool.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%NovemberDecember2025FebruaryMarchApril
-0.34%
-2.29%
BIMIX
VCIT

Volatility

BIMIX vs. VCIT - Volatility Comparison

The current volatility for Baird Intermediate Bond Fund Class Institutional (BIMIX) is 0.99%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.25%. This indicates that BIMIX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.80%1.00%1.20%1.40%1.60%1.80%NovemberDecember2025FebruaryMarchApril
0.99%
1.25%
BIMIX
VCIT
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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