BINC vs. VBR
BINC (iShares Flexible Income Active ETF) and VBR (Vanguard Small-Cap Value ETF) are both exchange-traded funds - BINC is a Multisector Bonds fund actively managed by iShares, while VBR is a Small Cap Value Equities fund tracking the CRSP US Small Cap Value Index. BINC is actively managed, while VBR is passively managed. Over the past 3 years, BINC returned 7.04%/yr vs 16.12%/yr for VBR. At a 0.45 correlation, their price movements are largely independent. BINC charges 0.40%/yr vs 0.05%/yr for VBR.
Performance
BINC vs. VBR - Performance Comparison
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Returns By Period
In the year-to-date period, BINC achieves a 1.29% return, which is significantly lower than VBR's 14.49% return.
BINC
- 1D
- 0.15%
- 1M
- 0.92%
- YTD
- 1.29%
- 6M
- 1.78%
- 1Y
- 5.90%
- 3Y*
- 7.04%
- 5Y*
- —
- 10Y*
- —
VBR
- 1D
- -0.09%
- 1M
- 6.08%
- YTD
- 14.49%
- 6M
- 12.98%
- 1Y
- 29.82%
- 3Y*
- 16.12%
- 5Y*
- 8.62%
- 10Y*
- 10.95%
BINC vs. VBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BINC iShares Flexible Income Active ETF | 1.29% | 7.57% | 5.76% | 7.12% |
VBR Vanguard Small-Cap Value ETF | 14.49% | 9.09% | 12.40% | 17.47% |
Correlation
The correlation between BINC and VBR is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since May 23, 2023 | 0.45 |
The correlation between BINC and VBR has been stable across timeframes, ranging from 0.45 to 0.51 - a consistent structural relationship.
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Return for Risk
BINC vs. VBR — Risk / Return Rank
BINC
VBR
BINC vs. VBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Flexible Income Active ETF (BINC) and Vanguard Small-Cap Value ETF (VBR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BINC | VBR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.62 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.34 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 3.38 | -1.18 |
| Martin ratioReturn relative to average drawdown | 8.60 | 11.97 | -3.37 |
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Drawdowns
BINC vs. VBR - Drawdown Comparison
The maximum BINC drawdown since its inception was -2.69%, smaller than the maximum VBR drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for BINC and VBR.
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Drawdown Indicators
| BINC | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.69% | -61.98% | +59.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -8.85% | +6.16% |
Max Drawdown (3Y)Largest decline over 3 years | -2.69% | -24.19% | +21.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.28% | — |
Current DrawdownCurrent decline from peak | -0.10% | -0.09% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -0.36% | -8.26% | +7.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 2.50% | -1.81% |
Volatility
BINC vs. VBR - Volatility Comparison
The current volatility for iShares Flexible Income Active ETF (BINC) is 0.75%, while Vanguard Small-Cap Value ETF (VBR) has a volatility of 4.43%. This indicates that BINC experiences smaller price fluctuations and is considered to be less risky than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BINC | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.75% | 4.43% | -3.68% |
Volatility (6M)Calculated over the trailing 6-month period | 1.87% | 10.61% | -8.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.30% | 15.31% | -13.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.99% | 19.79% | -16.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.99% | 21.75% | -18.76% |
BINC vs. VBR - Expense Ratio Comparison
BINC has a 0.40% expense ratio, which is higher than VBR's 0.05% expense ratio.
Dividends
BINC vs. VBR - Dividend Comparison
BINC's dividend yield for the trailing twelve months is around 5.84%, more than VBR's 1.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BINC iShares Flexible Income Active ETF | 5.84% | 5.86% | 6.14% | 3.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 1.72% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Frequently Asked Questions
BINC and VBR have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VBR has higher volatility (4.43%) compared to BINC (0.75%). In terms of maximum drawdown, BINC dropped -2.69% vs VBR's -61.98%.
On 3-year performance, VBR leads with 16.12% vs 7.04% for BINC. On fees, VBR is cheaper at 0.05% per year. On volatility, BINC has been the lower-risk option at 0.75%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, VBR has performed better with a 16.12% return vs 7.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VBR is cheaper with a 0.05% expense ratio, compared with 0.40% for BINC.
BINC has the higher dividend yield at 5.84%, compared with 1.72% for VBR.
BINC is categorized as Multisector Bonds, while VBR is Small Cap Value Equities. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.40% for BINC and 0.05% for VBR.
BINC currently has the higher Sharpe Ratio (2.58 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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