BIV vs. VFICX
Compare and contrast key facts about Vanguard Intermediate-Term Bond ETF (BIV) and Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX).
BIV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5. It was launched on Apr 3, 2007. VFICX is managed by Vanguard. It was launched on Nov 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIV or VFICX.
Correlation
The correlation between BIV and VFICX is 0.88, 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
BIV vs. VFICX - Performance Comparison
Key characteristics
BIV:
1.28
VFICX:
1.28
BIV:
1.90
VFICX:
1.92
BIV:
1.22
VFICX:
1.23
BIV:
0.53
VFICX:
0.63
BIV:
3.19
VFICX:
3.86
BIV:
2.19%
VFICX:
1.81%
BIV:
5.46%
VFICX:
5.47%
BIV:
-18.94%
VFICX:
-20.24%
BIV:
-6.77%
VFICX:
-4.44%
Returns By Period
In the year-to-date period, BIV achieves a 2.22% return, which is significantly higher than VFICX's 0.96% return. Over the past 10 years, BIV has underperformed VFICX with an annualized return of 1.63%, while VFICX has yielded a comparatively higher 2.23% annualized return.
BIV
2.22%
-0.63%
0.88%
7.13%
-0.54%
1.63%
VFICX
0.96%
-1.34%
0.16%
7.26%
0.74%
2.23%
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BIV vs. VFICX - Expense Ratio Comparison
BIV has a 0.04% expense ratio, which is lower than VFICX's 0.20% 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%.
Risk-Adjusted Performance
BIV vs. VFICX — Risk-Adjusted Performance Rank
BIV
VFICX
BIV vs. VFICX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond ETF (BIV) and Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX). 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
BIV vs. VFICX - Dividend Comparison
BIV's dividend yield for the trailing twelve months is around 3.84%, less than VFICX's 4.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIV Vanguard Intermediate-Term Bond ETF | 3.84% | 3.79% | 3.09% | 2.41% | 3.42% | 2.95% | 2.75% | 2.88% | 2.69% | 2.38% | 3.02% | 3.96% |
VFICX Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | 4.68% | 4.56% | 3.80% | 3.09% | 3.90% | 5.70% | 3.03% | 3.20% | 2.95% | 3.83% | 3.27% | 3.77% |
Drawdowns
BIV vs. VFICX - Drawdown Comparison
The maximum BIV drawdown since its inception was -18.94%, smaller than the maximum VFICX drawdown of -20.24%. Use the drawdown chart below to compare losses from any high point for BIV and VFICX. For additional features, visit the drawdowns tool.
Volatility
BIV vs. VFICX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Bond ETF (BIV) is 2.20%, while Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) has a volatility of 2.32%. This indicates that BIV experiences smaller price fluctuations and is considered to be less risky than VFICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.