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BIV vs. MYCI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BIV vs. MYCI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Intermediate-Term Bond Index ETF (BIV) and State Street My2029 Corporate Bond ETF (MYCI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BIV achieves a -0.13% return, which is significantly lower than MYCI's 0.55% return.


BIV

1D
0.10%
1M
0.53%
YTD
-0.13%
6M
0.01%
1Y
3.84%
3Y*
4.38%
5Y*
0.22%
10Y*
1.83%

MYCI

1D
0.14%
1M
0.33%
YTD
0.55%
6M
0.87%
1Y
4.23%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIV vs. MYCI - Yearly Performance Comparison


2026 (YTD)20252024
BIV
Vanguard Intermediate-Term Bond Index ETF
-0.13%8.52%-3.53%
MYCI
State Street My2029 Corporate Bond ETF
0.55%7.59%-1.58%

Correlation

The correlation between BIV and MYCI is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2024

0.93

The correlation between BIV and MYCI has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.

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Return for Risk

BIV vs. MYCI — Risk / Return Rank

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

BIV
BIV Risk / Return Rank: 2626
Overall Rank
BIV Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
BIV Sortino Ratio Rank: 2727
Sortino Ratio Rank
BIV Omega Ratio Rank: 2424
Omega Ratio Rank
BIV Calmar Ratio Rank: 2626
Calmar Ratio Rank
BIV Martin Ratio Rank: 2626
Martin Ratio Rank

MYCI
MYCI Risk / Return Rank: 6565
Overall Rank
MYCI Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
MYCI Sortino Ratio Rank: 7272
Sortino Ratio Rank
MYCI Omega Ratio Rank: 6969
Omega Ratio Rank
MYCI Calmar Ratio Rank: 6060
Calmar Ratio Rank
MYCI Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BIV vs. MYCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index ETF (BIV) and State Street My2029 Corporate Bond ETF (MYCI). 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.


BIVMYCIDifference
Sharpe ratioReturn per unit of total volatility

-0.99

Sortino ratioReturn per unit of downside risk

-1.49

Omega ratioGain probability vs. loss probability

1.17

1.37

-0.21

Calmar ratioReturn relative to maximum drawdown

1.22

2.71

-1.50

Martin ratioReturn relative to average drawdown

3.38

9.68

-6.30

BIV vs. MYCI - Sharpe Ratio Comparison

The current BIV Sharpe Ratio is 0.96, which is lower than the MYCI Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of BIV and MYCI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BIV vs. MYCI - Drawdown Comparison

The maximum BIV drawdown since its inception was -18.95%, which is greater than MYCI's maximum drawdown of -2.43%. Use the drawdown chart below to compare losses from any high point for BIV and MYCI.


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Drawdown Indicators


BIVMYCIDifference

Max Drawdown

Largest peak-to-trough decline

-18.95%

-2.43%

-16.52%

Max Drawdown (1Y)

Largest decline over 1 year

-3.18%

-1.56%

-1.62%

Max Drawdown (3Y)

Largest decline over 3 years

-6.07%

Max Drawdown (5Y)

Largest decline over 5 years

-18.74%

Max Drawdown (10Y)

Largest decline over 10 years

-18.95%

Current Drawdown

Current decline from peak

-1.93%

-0.46%

-1.47%

Average Drawdown

Average peak-to-trough decline

-3.38%

-0.54%

-2.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.14%

0.44%

+0.70%

Volatility

BIV vs. MYCI - Volatility Comparison

Vanguard Intermediate-Term Bond Index ETF (BIV) has a higher volatility of 1.23% compared to State Street My2029 Corporate Bond ETF (MYCI) at 0.69%. This indicates that BIV's price experiences larger fluctuations and is considered to be riskier than MYCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BIVMYCIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.23%

0.69%

+0.54%

Volatility (6M)

Calculated over the trailing 6-month period

3.03%

1.59%

+1.44%

Volatility (1Y)

Calculated over the trailing 1-year period

4.04%

2.18%

+1.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.40%

3.01%

+3.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.50%

3.01%

+2.49%

BIV vs. MYCI - Expense Ratio Comparison

BIV has a 0.03% expense ratio, which is lower than MYCI's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

BIV vs. MYCI - Dividend Comparison

BIV's dividend yield for the trailing twelve months is around 4.21%, less than MYCI's 4.57% yield.


PositionTTM20252024202320222021202020192018201720162015
BIV
Vanguard Intermediate-Term Bond Index ETF
4.21%4.01%3.79%3.09%2.41%3.42%2.95%2.75%2.88%2.69%3.01%3.02%
MYCI
State Street My2029 Corporate Bond ETF
4.57%4.56%1.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.92, BIV and MYCI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

BIV has higher volatility (1.23%) compared to MYCI (0.69%). In terms of maximum drawdown, BIV dropped -18.95% vs MYCI's -2.43%.

On 1-year performance, MYCI leads with 4.23% vs 3.84% for BIV. On fees, BIV is cheaper at 0.03% per year. On volatility, MYCI has been the lower-risk option at 0.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, MYCI has performed better with a 4.23% return vs 3.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BIV is cheaper with a 0.03% expense ratio, compared with 0.15% for MYCI.

MYCI has the higher dividend yield at 4.57%, compared with 4.21% for BIV.

BIV is categorized as Intermediate Core Bond, while MYCI is Corporate Bonds. They also come from different issuers: Vanguard and State Street. Their fees differ too: 0.03% for BIV and 0.15% for MYCI.

MYCI currently has the higher Sharpe Ratio (1.95 vs 0.96), 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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