Correlation
The correlation between BIMSX and VCIT is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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.
Performance
BIMSX vs. VCIT - Performance Comparison
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Key characteristics
BIMSX:
1.88
VCIT:
1.21
BIMSX:
3.06
VCIT:
1.96
BIMSX:
1.39
VCIT:
1.24
BIMSX:
1.14
VCIT:
0.85
BIMSX:
6.29
VCIT:
4.55
BIMSX:
1.05%
VCIT:
1.69%
BIMSX:
3.28%
VCIT:
5.59%
BIMSX:
-13.06%
VCIT:
-20.56%
BIMSX:
-0.35%
VCIT:
-2.56%
Returns By Period
The year-to-date returns for both investments are quite close, with BIMSX having a 2.74% return and VCIT slightly higher at 2.77%. Over the past 10 years, BIMSX has underperformed VCIT with an annualized return of 1.95%, while VCIT has yielded a comparatively higher 2.97% annualized return.
BIMSX
2.74%
0.29%
2.07%
6.11%
2.97%
0.57%
1.95%
VCIT
2.77%
0.37%
1.08%
6.70%
3.72%
0.60%
2.97%
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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 Rank
BIMSX
VCIT
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.
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Dividends
BIMSX vs. VCIT - Dividend Comparison
BIMSX's dividend yield for the trailing twelve months is around 3.52%, less than VCIT's 4.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMSX Baird Intermediate Bond Fund | 3.52% | 3.44% | 2.80% | 1.83% | 1.90% | 3.10% | 2.17% | 2.13% | 1.98% | 2.10% | 2.23% | 2.20% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.12% | 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 -13.06%, 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.
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Volatility
BIMSX vs. VCIT - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund (BIMSX) is 0.91%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.64%. 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.
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