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BNDI vs. GOVT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BNDI vs. GOVT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neos Enhanced Income Aggregate Bond ETF (BNDI) and iShares U.S. Treasury Bond ETF (GOVT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BNDI achieves a 1.51% return, which is significantly higher than GOVT's 0.07% return.


BNDI

1D
-0.02%
1M
0.22%
YTD
1.51%
6M
1.59%
1Y
7.31%
3Y*
4.90%
5Y*
10Y*

GOVT

1D
0.04%
1M
-0.02%
YTD
0.07%
6M
-0.03%
1Y
3.96%
3Y*
2.89%
5Y*
-0.33%
10Y*
0.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BNDI vs. GOVT - Yearly Performance Comparison


2026 (YTD)2025202420232022
BNDI
Neos Enhanced Income Aggregate Bond ETF
1.51%7.95%1.74%6.89%-2.60%
GOVT
iShares U.S. Treasury Bond ETF
0.07%3.77%2.95%4.17%-3.22%

Correlation

The correlation between BNDI and GOVT 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 (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Aug 31, 2022

0.94

The correlation between BNDI and GOVT has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.

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Return for Risk

BNDI vs. GOVT — Risk / Return Rank

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

BNDI
BNDI Risk / Return Rank: 5252
Overall Rank
BNDI Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
BNDI Sortino Ratio Rank: 5555
Sortino Ratio Rank
BNDI Omega Ratio Rank: 5151
Omega Ratio Rank
BNDI Calmar Ratio Rank: 5151
Calmar Ratio Rank
BNDI Martin Ratio Rank: 5353
Martin Ratio Rank

GOVT
GOVT Risk / Return Rank: 2828
Overall Rank
GOVT Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
GOVT Sortino Ratio Rank: 3131
Sortino Ratio Rank
GOVT Omega Ratio Rank: 2828
Omega Ratio Rank
GOVT Calmar Ratio Rank: 2626
Calmar Ratio Rank
GOVT Martin Ratio Rank: 2626
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.

BNDI vs. GOVT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neos Enhanced Income Aggregate Bond ETF (BNDI) and iShares U.S. Treasury Bond ETF (GOVT). 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.


BNDIGOVTDifference

Sharpe ratio

Return per unit of total volatility

1.76

1.10

+0.67

Sortino ratio

Return per unit of downside risk

2.65

1.66

+0.99

Omega ratio

Gain probability vs. loss probability

1.32

1.19

+0.13

Calmar ratio

Return relative to maximum drawdown

2.59

1.27

+1.32

Martin ratio

Return relative to average drawdown

9.27

3.78

+5.49

BNDI vs. GOVT - Sharpe Ratio Comparison

The current BNDI Sharpe Ratio is 1.76, which is higher than the GOVT Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of BNDI and GOVT, 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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Sharpe Ratios by Period


BNDIGOVTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.76

1.10

+0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.26

+0.40

Drawdowns

BNDI vs. GOVT - Drawdown Comparison

The maximum BNDI drawdown since its inception was -6.98%, smaller than the maximum GOVT drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for BNDI and GOVT.


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Drawdown Indicators


BNDIGOVTDifference

Max Drawdown

Largest peak-to-trough decline

-6.98%

-19.07%

+12.09%

Max Drawdown (1Y)

Largest decline over 1 year

-2.75%

-2.85%

+0.10%

Max Drawdown (3Y)

Largest decline over 3 years

-5.83%

-5.43%

-0.40%

Max Drawdown (5Y)

Largest decline over 5 years

-16.60%

Max Drawdown (10Y)

Largest decline over 10 years

-19.07%

Current Drawdown

Current decline from peak

-0.63%

-7.01%

+6.38%

Average Drawdown

Average peak-to-trough decline

-1.71%

-5.25%

+3.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

0.96%

-0.19%

Volatility

BNDI vs. GOVT - Volatility Comparison

Neos Enhanced Income Aggregate Bond ETF (BNDI) has a higher volatility of 1.41% compared to iShares U.S. Treasury Bond ETF (GOVT) at 1.12%. This indicates that BNDI's price experiences larger fluctuations and is considered to be riskier than GOVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BNDIGOVTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.41%

1.12%

+0.29%

Volatility (6M)

Calculated over the trailing 6-month period

3.11%

2.54%

+0.57%

Volatility (1Y)

Calculated over the trailing 1-year period

4.17%

3.64%

+0.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.19%

6.04%

+0.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.19%

5.23%

+0.96%

BNDI vs. GOVT - Expense Ratio Comparison

BNDI has a 0.58% expense ratio, which is higher than GOVT's 0.05% expense ratio.


Dividends

BNDI vs. GOVT - Dividend Comparison

BNDI's dividend yield for the trailing twelve months is around 5.79%, more than GOVT's 3.58% yield.


PositionTTM20252024202320222021202020192018201720162015
BNDI
Neos Enhanced Income Aggregate Bond ETF
5.79%5.69%5.54%5.17%1.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GOVT
iShares U.S. Treasury Bond ETF
3.58%3.49%3.14%2.65%1.77%0.96%2.17%1.98%1.97%1.57%1.40%1.25%

Frequently Asked Questions


With a correlation of 0.92, BNDI and GOVT 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.

BNDI has higher volatility (1.41%) compared to GOVT (1.12%). In terms of maximum drawdown, BNDI dropped -6.98% vs GOVT's -19.07%.

On 3-year performance, BNDI leads with 4.90% vs 2.89% for GOVT. On fees, GOVT is cheaper at 0.05% per year. On volatility, GOVT has been the lower-risk option at 1.12%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, BNDI has performed better with a 4.90% return vs 2.89%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GOVT is cheaper with a 0.05% expense ratio, compared with 0.58% for BNDI.

BNDI has the higher dividend yield at 5.79%, compared with 3.58% for GOVT.

BNDI is categorized as Intermediate Core-Plus Bond, while GOVT is Government Bonds. They also come from different issuers: Neos and iShares. Their fees differ too: 0.58% for BNDI and 0.05% for GOVT.

BNDI currently has the higher Sharpe Ratio (1.76 vs 1.10), 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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