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BNDP vs. IMTB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BNDP vs. IMTB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Core-Plus Bond Index ETF (BNDP) and iShares Core 5-10 Year USD Bond ETF (IMTB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BNDP achieves a -0.46% return, which is significantly higher than IMTB's -0.69% return.


BNDP

1D
-0.23%
1M
-1.08%
6M
-0.62%
YTD
-0.46%
1Y
3Y*
5Y*
10Y*
ALL TIME*

IMTB

1D
-0.37%
1M
-1.14%
6M
-0.85%
YTD
-0.69%
1Y
2.82%
3Y*
4.69%
5Y*
0.15%
10Y*
ALL TIME*
1.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$504.98K$475.70K$762.42K
$2.15M$1.45M$1.46M

BNDP vs. IMTB - Yearly Performance Comparison


Correlation

The correlation between BNDP and IMTB is 0.91, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 4, 2025

0.91

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Return for Risk

BNDP vs. IMTB — Risk / Return Rank

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

BNDP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IMTB
IMTB Risk / Return Rank: 3535
Overall Rank
IMTB Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
IMTB Sortino Ratio Rank: 3434
Sortino Ratio Rank
IMTB Omega Ratio Rank: 3232
Omega Ratio Rank
IMTB Calmar Ratio Rank: 3737
Calmar Ratio Rank
IMTB Martin Ratio Rank: 3434
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.

BNDP vs. IMTB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Core-Plus Bond Index ETF (BNDP) and iShares Core 5-10 Year USD Bond ETF (IMTB). 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.


BNDPIMTBDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.15

Calmar ratioReturn relative to maximum drawdown

1.27

Martin ratioReturn relative to average drawdown

3.27

BNDP vs. IMTB - Sharpe Ratio Comparison


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Drawdowns

BNDP vs. IMTB - Drawdown Comparison

The maximum BNDP drawdown since its inception was -2.60%, smaller than the maximum IMTB drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for BNDP and IMTB.


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Drawdown Indicators


BNDPIMTBDifference

Max Drawdown

Largest peak-to-trough decline

-2.60%

-18.15%

+15.55%

Max Drawdown (1Y)

Largest decline over 1 year

-2.86%

Max Drawdown (3Y)

Largest decline over 3 years

-5.83%

Max Drawdown (5Y)

Largest decline over 5 years

-18.05%

Current Drawdown

Current decline from peak

-2.10%

-2.40%

+0.30%

Average Drawdown

Average peak-to-trough decline

-0.98%

-4.09%

+3.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.11%

Volatility

BNDP vs. IMTB - Volatility Comparison


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Volatility by Period


BNDPIMTBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.10%

Volatility (6M)

Calculated over the trailing 6-month period

3.29%

Volatility (1Y)

Calculated over the trailing 1-year period

3.65%

4.13%

-0.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.65%

6.32%

-2.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.65%

5.17%

-1.52%

BNDP vs. IMTB - Expense Ratio Comparison

BNDP has a 0.05% expense ratio, which is lower than IMTB's 0.06% 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

BNDP vs. IMTB - Dividend Comparison

BNDP's dividend yield for the trailing twelve months is around 2.47%, less than IMTB's 4.57% yield.


PositionTTM2025202420232022202120202019201820172016
BNDP
Vanguard Core-Plus Bond Index ETF
2.47%0.24%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IMTB
iShares Core 5-10 Year USD Bond ETF
4.18%4.40%4.42%4.13%2.90%2.49%2.63%2.91%3.04%2.75%0.40%

Frequently Asked Questions


With a correlation of 0.91, BNDP and IMTB 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.

On fees, BNDP is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BNDP is cheaper with a 0.05% expense ratio, compared with 0.06% for IMTB.

IMTB has the higher dividend yield at 4.18%, compared with 2.47% for BNDP.

BNDP tracks Bloomberg U.S. Universal Float Adjusted Index, while IMTB tracks Bloomberg U.S. Universal 5-10 Years Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.05% for BNDP and 0.06% for IMTB.

Portfolio Optimizer

Find the right allocation for BNDP and IMTB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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