BIV vs. VFIUX
Compare and contrast key facts about Vanguard Intermediate-Term Bond ETF (BIV) and Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX).
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. VFIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIV or VFIUX.
Correlation
The correlation between BIV and VFIUX is 0.90, 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. VFIUX - Performance Comparison
Key characteristics
BIV:
1.28
VFIUX:
1.39
BIV:
1.90
VFIUX:
2.12
BIV:
1.22
VFIUX:
1.26
BIV:
0.53
VFIUX:
0.59
BIV:
3.19
VFIUX:
3.39
BIV:
2.19%
VFIUX:
2.07%
BIV:
5.46%
VFIUX:
5.08%
BIV:
-18.94%
VFIUX:
-15.31%
BIV:
-6.77%
VFIUX:
-5.16%
Returns By Period
In the year-to-date period, BIV achieves a 2.22% return, which is significantly lower than VFIUX's 2.69% return. Over the past 10 years, BIV has outperformed VFIUX with an annualized return of 1.63%, while VFIUX has yielded a comparatively lower 1.30% annualized return.
BIV
2.22%
-0.63%
0.88%
7.13%
-0.54%
1.63%
VFIUX
2.69%
0.15%
1.74%
7.25%
-0.77%
1.30%
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BIV vs. VFIUX - Expense Ratio Comparison
BIV has a 0.04% expense ratio, which is lower than VFIUX's 0.10% 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. VFIUX — Risk-Adjusted Performance Rank
BIV
VFIUX
BIV vs. VFIUX - 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 Treasury Fund Admiral Shares (VFIUX). 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. VFIUX - Dividend Comparison
BIV's dividend yield for the trailing twelve months is around 3.84%, less than VFIUX's 4.10% 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% |
VFIUX Vanguard Intermediate-Term Treasury Fund Admiral Shares | 4.10% | 4.16% | 3.56% | 2.07% | 1.19% | 4.96% | 2.41% | 2.44% | 1.85% | 2.87% | 2.46% | 1.96% |
Drawdowns
BIV vs. VFIUX - Drawdown Comparison
The maximum BIV drawdown since its inception was -18.94%, which is greater than VFIUX's maximum drawdown of -15.31%. Use the drawdown chart below to compare losses from any high point for BIV and VFIUX. For additional features, visit the drawdowns tool.
Volatility
BIV vs. VFIUX - Volatility Comparison
Vanguard Intermediate-Term Bond ETF (BIV) has a higher volatility of 2.20% compared to Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) at 2.01%. This indicates that BIV's price experiences larger fluctuations and is considered to be riskier than VFIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.