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BLV vs. RHHBY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BLV vs. RHHBY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Long-Term Bond ETF (BLV) and Roche Holding AG ADR (RHHBY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BLV achieves a -2.38% return, which is significantly lower than RHHBY's 10.09% return. Over the past 10 years, BLV has underperformed RHHBY with an annualized return of 0.32%, while RHHBY has yielded a comparatively higher 8.74% annualized return.


BLV

1D
0.44%
1M
-3.14%
6M
-2.34%
YTD
-2.38%
1Y
-0.29%
3Y*
2.08%
5Y*
-5.11%
10Y*
0.32%
ALL TIME*
4.05%

RHHBY

1D
0.75%
1M
3.85%
6M
-0.61%
YTD
10.09%
1Y
46.17%
3Y*
17.39%
5Y*
5.97%
10Y*
8.74%
ALL TIME*
8.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$51.99M$52.76M$45.16M
$119.28M$105.04M$110.26M

BLV vs. RHHBY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BLV
Vanguard Long-Term Bond ETF
-2.38%6.44%-3.65%7.35%-26.95%-2.89%16.13%18.99%-4.17%10.74%
RHHBY
Roche Holding AG ADR
10.09%52.86%0.23%-4.02%-22.21%20.20%9.94%33.47%2.16%14.32%

Correlation

The correlation between BLV and RHHBY is 0.30, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.30

Correlation (3Y)
Balances recent behavior with more history.

0.27

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.22

Correlation (10Y)
Provides a long-term view across more market conditions.

0.16

Correlation (All Time)
Calculated using the full available price history since Apr 10, 2007

-0.00

The correlation between BLV and RHHBY shifts across timeframes, from -0.00 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

BLV vs. RHHBY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BLV
BLV Risk / Return Rank: 1010
Overall Rank
BLV Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
BLV Sortino Ratio Rank: 1010
Sortino Ratio Rank
BLV Omega Ratio Rank: 99
Omega Ratio Rank
BLV Calmar Ratio Rank: 1010
Calmar Ratio Rank
BLV Martin Ratio Rank: 1010
Martin Ratio Rank

RHHBY
RHHBY Risk / Return Rank: 8484
Overall Rank
RHHBY Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
RHHBY Sortino Ratio Rank: 8686
Sortino Ratio Rank
RHHBY Omega Ratio Rank: 8484
Omega Ratio Rank
RHHBY Calmar Ratio Rank: 8282
Calmar Ratio Rank
RHHBY Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BLV vs. RHHBY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Bond ETF (BLV) and Roche Holding AG ADR (RHHBY). 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.


BLVRHHBYDifference
Sharpe ratioReturn per unit of total volatility

-1.67

Sortino ratioReturn per unit of downside risk

-2.44

Omega ratioGain probability vs. loss probability

1.00

1.30

-0.30

Calmar ratioReturn relative to maximum drawdown

-0.05

2.39

-2.44

Martin ratioReturn relative to average drawdown

-0.11

5.22

-5.33

BLV vs. RHHBY - Sharpe Ratio Comparison

The current BLV Sharpe Ratio is -0.04, which is lower than the RHHBY Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of BLV and RHHBY, 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

BLV vs. RHHBY - Drawdown Comparison

The maximum BLV drawdown since its inception was -38.29%, smaller than the maximum RHHBY drawdown of -45.73%. Use the drawdown chart below to compare losses from any high point for BLV and RHHBY.


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Drawdown Indicators


BLVRHHBYDifference

Max Drawdown

Largest peak-to-trough decline

-38.29%

-45.73%

+7.44%

Max Drawdown (1Y)

Largest decline over 1 year

-5.92%

-19.38%

+13.46%

Max Drawdown (3Y)

Largest decline over 3 years

-11.70%

-19.78%

+8.08%

Max Drawdown (5Y)

Largest decline over 5 years

-36.27%

-40.88%

+4.61%

Max Drawdown (10Y)

Largest decline over 10 years

-38.29%

-40.88%

+2.59%

Current Drawdown

Current decline from peak

-26.16%

-6.28%

-19.88%

Average Drawdown

Average peak-to-trough decline

-9.64%

-12.83%

+3.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.66%

8.88%

-6.22%

Volatility

BLV vs. RHHBY - Volatility Comparison

The current volatility for Vanguard Long-Term Bond ETF (BLV) is 2.19%, while Roche Holding AG ADR (RHHBY) has a volatility of 8.17%. This indicates that BLV experiences smaller price fluctuations and is considered to be less risky than RHHBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BLVRHHBYDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.19%

8.17%

-5.98%

Volatility (6M)

Calculated over the trailing 6-month period

5.97%

19.50%

-13.53%

Volatility (1Y)

Calculated over the trailing 1-year period

7.77%

28.54%

-20.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.91%

23.74%

-10.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.95%

22.69%

-10.74%

Dividends

BLV vs. RHHBY - Dividend Comparison

BLV's dividend yield for the trailing twelve months is around 4.97%, more than RHHBY's 2.81% yield.


PositionTTM20252024202320222021202020192018201720162015
BLV
Vanguard Long-Term Bond ETF
4.97%4.67%5.09%4.06%4.17%3.37%6.12%3.57%4.07%3.63%4.16%4.37%
RHHBY
Roche Holding AG ADR
2.81%2.69%3.87%3.55%3.23%1.57%1.66%1.70%3.58%3.25%3.57%2.91%

Frequently Asked Questions


BLV and RHHBY have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RHHBY has higher volatility (8.17%) compared to BLV (2.19%). In terms of maximum drawdown, BLV dropped -38.29% vs RHHBY's -45.73%.

RHHBY currently has the higher Sharpe Ratio (1.63 vs -0.04), 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.

Portfolio Optimizer

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