BIV vs. COSIX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index ETF (BIV) and Columbia Strategic Income Fund (COSIX).
BIV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 5–10 Year Government/Credit Float Adjusted Bond Index. It was launched on Apr 3, 2007. COSIX is managed by Columbia. It was launched on Apr 20, 1977.
Performance
BIV vs. COSIX - Performance Comparison
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BIV vs. COSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIV Vanguard Intermediate-Term Bond Index ETF | -0.23% | 8.52% | 1.57% | 6.07% | -13.21% | -2.40% | 9.67% | 10.34% | -0.19% | 3.65% |
COSIX Columbia Strategic Income Fund | -0.59% | 6.98% | 4.50% | 9.86% | -11.65% | 1.34% | 7.12% | 10.19% | -0.96% | 5.48% |
Returns By Period
In the year-to-date period, BIV achieves a -0.23% return, which is significantly higher than COSIX's -0.59% return. Over the past 10 years, BIV has underperformed COSIX with an annualized return of 2.04%, while COSIX has yielded a comparatively higher 3.56% annualized return.
BIV
- 1D
- 0.32%
- 1M
- -2.03%
- YTD
- -0.23%
- 6M
- 0.87%
- 1Y
- 4.99%
- 3Y*
- 3.99%
- 5Y*
- 0.54%
- 10Y*
- 2.04%
COSIX
- 1D
- 0.28%
- 1M
- -1.94%
- YTD
- -0.59%
- 6M
- 0.11%
- 1Y
- 4.16%
- 3Y*
- 5.72%
- 5Y*
- 1.67%
- 10Y*
- 3.56%
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BIV vs. COSIX - Expense Ratio Comparison
BIV has a 0.03% expense ratio, which is lower than COSIX's 0.92% expense ratio.
Return for Risk
BIV vs. COSIX — Risk / Return Rank
BIV
COSIX
BIV vs. COSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index ETF (BIV) and Columbia Strategic Income Fund (COSIX). 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.
| BIV | COSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.34 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.93 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.06 | -0.24 |
Martin ratioReturn relative to average drawdown | 5.87 | 7.67 | -1.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIV | COSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.34 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.37 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.86 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 1.00 | -0.35 |
Correlation
The correlation between BIV and COSIX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BIV vs. COSIX - Dividend Comparison
BIV's dividend yield for the trailing twelve months is around 4.10%, less than COSIX's 5.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIV Vanguard Intermediate-Term Bond Index ETF | 4.10% | 4.01% | 3.79% | 3.09% | 2.41% | 3.42% | 2.95% | 2.75% | 2.88% | 2.69% | 3.01% | 3.02% |
COSIX Columbia Strategic Income Fund | 5.03% | 4.94% | 5.20% | 5.03% | 3.56% | 3.86% | 3.24% | 3.71% | 4.25% | 3.51% | 3.09% | 4.20% |
Drawdowns
BIV vs. COSIX - Drawdown Comparison
The maximum BIV drawdown since its inception was -18.95%, smaller than the maximum COSIX drawdown of -27.69%. Use the drawdown chart below to compare losses from any high point for BIV and COSIX.
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Drawdown Indicators
| BIV | COSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.95% | -27.69% | +8.74% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -2.21% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -18.74% | -16.88% | -1.86% |
Max Drawdown (10Y)Largest decline over 10 years | -18.95% | -16.88% | -2.07% |
Current DrawdownCurrent decline from peak | -2.03% | -1.94% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -3.40% | -2.48% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 0.59% | +0.30% |
Volatility
BIV vs. COSIX - Volatility Comparison
Vanguard Intermediate-Term Bond Index ETF (BIV) has a higher volatility of 1.77% compared to Columbia Strategic Income Fund (COSIX) at 1.30%. This indicates that BIV's price experiences larger fluctuations and is considered to be riskier than COSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIV | COSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 1.30% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 1.91% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.55% | 3.19% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.39% | 4.51% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.50% | 4.15% | +1.35% |