BIMSX vs. VCIT
Compare and contrast key facts about Baird Intermediate Bond Fund (BIMSX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
BIMSX is managed by Baird. It was launched on Sep 29, 2000. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIMSX or VCIT.
Correlation
The correlation between BIMSX 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.
Performance
BIMSX vs. VCIT - Performance Comparison
Key characteristics
BIMSX:
0.89
VCIT:
0.77
BIMSX:
1.27
VCIT:
1.10
BIMSX:
1.16
VCIT:
1.13
BIMSX:
0.36
VCIT:
0.37
BIMSX:
2.60
VCIT:
2.55
BIMSX:
1.15%
VCIT:
1.60%
BIMSX:
3.38%
VCIT:
5.33%
BIMSX:
-14.54%
VCIT:
-20.56%
BIMSX:
-4.80%
VCIT:
-5.42%
Returns By Period
In the year-to-date period, BIMSX achieves a -0.09% return, which is significantly higher than VCIT's -0.25% return. Over the past 10 years, BIMSX has underperformed VCIT with an annualized return of 1.34%, while VCIT has yielded a comparatively higher 2.56% annualized return.
BIMSX
-0.09%
-1.37%
1.16%
3.10%
0.35%
1.34%
VCIT
-0.25%
-2.27%
1.72%
4.38%
0.70%
2.56%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIMSX vs. VCIT - Expense Ratio Comparison
BIMSX has a 0.55% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Risk-Adjusted Performance
BIMSX vs. VCIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund (BIMSX) 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.
Dividends
BIMSX vs. VCIT - Dividend Comparison
BIMSX's dividend yield for the trailing twelve months is around 2.78%, less than VCIT's 4.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMSX Baird Intermediate Bond Fund | 2.78% | 2.78% | 2.80% | 1.83% | 1.24% | 1.83% | 2.17% | 2.13% | 1.95% | 1.90% | 1.93% | 2.06% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.44% | 4.43% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
Drawdowns
BIMSX vs. VCIT - Drawdown Comparison
The maximum BIMSX drawdown since its inception was -14.54%, smaller than the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for BIMSX and VCIT. For additional features, visit the drawdowns tool.
Volatility
BIMSX vs. VCIT - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund (BIMSX) is 0.84%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.40%. This indicates that BIMSX 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.