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BNDW vs. DFGP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BNDW vs. DFGP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total World Bond ETF (BNDW) and Dimensional Global Core Plus Fixed Income ETF (DFGP). 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 DFGP's 1.11% return.


BNDW

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

DFGP

1D
-0.23%
1M
0.77%
YTD
1.11%
6M
0.81%
1Y
5.12%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BNDW vs. DFGP - Yearly Performance Comparison


2026 (YTD)202520242023
BNDW
Vanguard Total World Bond ETF
0.42%5.02%2.42%5.18%
DFGP
Dimensional Global Core Plus Fixed Income ETF
1.11%5.89%3.71%6.24%

Correlation

The correlation between BNDW and DFGP is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Nov 9, 2023

0.93

The correlation between BNDW and DFGP has been stable across timeframes, ranging from 0.93 to 0.96 - a consistent structural relationship.

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Return for Risk

BNDW vs. DFGP — 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

DFGP
DFGP Risk / Return Rank: 3535
Overall Rank
DFGP Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
DFGP Sortino Ratio Rank: 3535
Sortino Ratio Rank
DFGP Omega Ratio Rank: 3434
Omega Ratio Rank
DFGP Calmar Ratio Rank: 3232
Calmar Ratio Rank
DFGP Martin Ratio Rank: 3535
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. DFGP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Bond ETF (BNDW) and Dimensional Global Core Plus Fixed Income ETF (DFGP). 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.


BNDWDFGPDifference
Sharpe ratioReturn per unit of total volatility

-0.25

Sortino ratioReturn per unit of downside risk

-0.38

Omega ratioGain probability vs. loss probability

1.18

1.23

-0.05

Calmar ratioReturn relative to maximum drawdown

1.31

1.59

-0.28

Martin ratioReturn relative to average drawdown

3.70

5.41

-1.71

BNDW vs. DFGP - Sharpe Ratio Comparison

The current BNDW Sharpe Ratio is 1.05, which is comparable to the DFGP Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of BNDW and DFGP, 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


BNDWDFGPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.05

1.30

-0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

1.44

-1.07

Drawdowns

BNDW vs. DFGP - Drawdown Comparison

The maximum BNDW drawdown since its inception was -17.22%, which is greater than DFGP's maximum drawdown of -3.24%. Use the drawdown chart below to compare losses from any high point for BNDW and DFGP.


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Drawdown Indicators


BNDWDFGPDifference

Max Drawdown

Largest peak-to-trough decline

-17.22%

-3.24%

-13.98%

Max Drawdown (1Y)

Largest decline over 1 year

-2.70%

-3.24%

+0.54%

Max Drawdown (3Y)

Largest decline over 3 years

-4.27%

Max Drawdown (5Y)

Largest decline over 5 years

-16.93%

Current Drawdown

Current decline from peak

-1.53%

-0.94%

-0.59%

Average Drawdown

Average peak-to-trough decline

-4.98%

-0.78%

-4.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

0.95%

0.00%

Volatility

BNDW vs. DFGP - Volatility Comparison

The current volatility for Vanguard Total World Bond ETF (BNDW) is 1.31%, while Dimensional Global Core Plus Fixed Income ETF (DFGP) has a volatility of 1.65%. This indicates that BNDW experiences smaller price fluctuations and is considered to be less risky than DFGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BNDWDFGPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.31%

1.65%

-0.34%

Volatility (6M)

Calculated over the trailing 6-month period

2.62%

3.25%

-0.63%

Volatility (1Y)

Calculated over the trailing 1-year period

3.36%

3.96%

-0.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.21%

4.66%

+0.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.90%

4.66%

+0.24%

BNDW vs. DFGP - Expense Ratio Comparison

BNDW has a 0.05% expense ratio, which is lower than DFGP's 0.22% 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. DFGP - Dividend Comparison

BNDW's dividend yield for the trailing twelve months is around 4.21%, more than DFGP's 3.64% yield.


PositionTTM20252024202320222021202020192018
BNDW
Vanguard Total World Bond ETF
4.21%4.12%3.90%3.73%2.02%2.58%1.56%3.05%1.66%
DFGP
Dimensional Global Core Plus Fixed Income ETF
3.64%3.45%4.51%0.62%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.96, BNDW and DFGP 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.

DFGP has higher volatility (1.65%) compared to BNDW (1.31%). In terms of maximum drawdown, BNDW dropped -17.22% vs DFGP's -3.24%.

On 1-year performance, DFGP leads with 5.12% vs 3.51% for BNDW. On fees, BNDW is cheaper at 0.05% per year. On volatility, BNDW has been the lower-risk option at 1.31%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, DFGP has performed better with a 5.12% return vs 3.51%. 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 0.22% for DFGP.

BNDW has the higher dividend yield at 4.21%, compared with 3.64% for DFGP.

They also come from different issuers: Vanguard and Dimensional. Their fees differ too: 0.05% for BNDW and 0.22% for DFGP.

DFGP currently has the higher Sharpe Ratio (1.30 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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