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BNDW vs. BGRN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BNDW vs. BGRN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total World Bond ETF (BNDW) and iShares USD Green Bond ETF (BGRN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BNDW achieves a 0.42% return, which is significantly lower than BGRN's 0.64% return.


BNDW

1D
-0.26%
1M
0.44%
YTD
0.42%
6M
0.18%
1Y
3.51%
3Y*
3.99%
5Y*
0.22%
10Y*

BGRN

1D
0.11%
1M
0.30%
YTD
0.64%
6M
0.83%
1Y
5.42%
3Y*
4.82%
5Y*
0.63%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BNDW vs. BGRN - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BNDW
Vanguard Total World Bond ETF
0.42%5.02%2.42%7.18%-12.88%-2.10%6.22%8.37%1.60%
BGRN
iShares USD Green Bond ETF
0.64%7.27%2.77%6.50%-13.06%-2.80%6.86%9.70%1.14%

Correlation

The correlation between BNDW and BGRN is 0.91, 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

0.91

Correlation (3Y)
Calculated over the trailing 3-year period

0.90

Correlation (5Y)
Calculated over the trailing 5-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Nov 28, 2018

0.87

The correlation between BNDW and BGRN has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.

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Return for Risk

BNDW vs. BGRN — Risk / Return Rank

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

BNDW
BNDW Risk / Return Rank: 2727
Overall Rank
BNDW Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
BNDW Sortino Ratio Rank: 2727
Sortino Ratio Rank
BNDW Omega Ratio Rank: 2626
Omega Ratio Rank
BNDW Calmar Ratio Rank: 2727
Calmar Ratio Rank
BNDW Martin Ratio Rank: 2626
Martin Ratio Rank

BGRN
BGRN Risk / Return Rank: 5252
Overall Rank
BGRN Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
BGRN Sortino Ratio Rank: 5959
Sortino Ratio Rank
BGRN Omega Ratio Rank: 5353
Omega Ratio Rank
BGRN Calmar Ratio Rank: 4646
Calmar Ratio Rank
BGRN Martin Ratio Rank: 4747
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.

BNDW vs. BGRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Bond ETF (BNDW) and iShares USD Green Bond ETF (BGRN). 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.


BNDWBGRNDifference

Sharpe ratio

Return per unit of total volatility

1.05

1.84

-0.79

Sortino ratio

Return per unit of downside risk

1.50

2.82

-1.32

Omega ratio

Gain probability vs. loss probability

1.18

1.34

-0.15

Calmar ratio

Return relative to maximum drawdown

1.31

2.33

-1.02

Martin ratio

Return relative to average drawdown

3.70

7.86

-4.16

BNDW vs. BGRN - Sharpe Ratio Comparison

The current BNDW Sharpe Ratio is 1.05, which is lower than the BGRN Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of BNDW and BGRN, 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


BNDWBGRNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.05

1.84

-0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

0.12

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.46

-0.08

Drawdowns

BNDW vs. BGRN - Drawdown Comparison

The maximum BNDW drawdown since its inception was -17.22%, smaller than the maximum BGRN drawdown of -19.16%. Use the drawdown chart below to compare losses from any high point for BNDW and BGRN.


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Drawdown Indicators


BNDWBGRNDifference

Max Drawdown

Largest peak-to-trough decline

-17.22%

-19.16%

+1.94%

Max Drawdown (1Y)

Largest decline over 1 year

-2.70%

-2.23%

-0.47%

Max Drawdown (3Y)

Largest decline over 3 years

-4.27%

-4.55%

+0.28%

Max Drawdown (5Y)

Largest decline over 5 years

-16.93%

-18.73%

+1.80%

Current Drawdown

Current decline from peak

-1.53%

-0.63%

-0.90%

Average Drawdown

Average peak-to-trough decline

-4.98%

-5.79%

+0.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

0.66%

+0.29%

Volatility

BNDW vs. BGRN - Volatility Comparison

Vanguard Total World Bond ETF (BNDW) has a higher volatility of 1.31% compared to iShares USD Green Bond ETF (BGRN) at 1.06%. This indicates that BNDW's price experiences larger fluctuations and is considered to be riskier than BGRN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BNDWBGRNDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.31%

1.06%

+0.25%

Volatility (6M)

Calculated over the trailing 6-month period

2.62%

2.26%

+0.36%

Volatility (1Y)

Calculated over the trailing 1-year period

3.36%

2.97%

+0.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.21%

5.46%

-0.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.90%

5.00%

-0.10%

BNDW vs. BGRN - Expense Ratio Comparison

BNDW has a 0.05% expense ratio, which is lower than BGRN'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%.


Dividends

BNDW vs. BGRN - Dividend Comparison

BNDW's dividend yield for the trailing twelve months is around 4.21%, less than BGRN's 4.28% yield.


PositionTTM20252024202320222021202020192018
BGRN
iShares USD Green Bond ETF
4.28%4.21%4.07%3.52%2.66%0.78%1.82%3.66%0.21%
BNDW
Vanguard Total World Bond ETF
4.21%4.12%3.90%3.73%2.02%2.58%1.56%3.05%1.66%

Frequently Asked Questions


With a correlation of 0.91, BNDW and BGRN 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.

BNDW has higher volatility (1.31%) compared to BGRN (1.06%). In terms of maximum drawdown, BNDW dropped -17.22% vs BGRN's -19.16%.

On 5-year performance, BGRN leads with 0.63% vs 0.22% for BNDW. On fees, BNDW is cheaper at 0.05% per year. On volatility, BGRN has been the lower-risk option at 1.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BGRN has performed better with a 0.63% return vs 0.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BNDW is cheaper with a 0.05% expense ratio, compared with 0.20% for BGRN.

BGRN has the higher dividend yield at 4.28%, compared with 4.21% for BNDW.

BNDW tracks Bloomberg Global Aggregate Float Adjusted Composite Index, while BGRN tracks Bloomberg MSCI USD Green Bond Select Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.05% for BNDW and 0.20% for BGRN.

BGRN currently has the higher Sharpe Ratio (1.84 vs 1.05), 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.

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