Correlation
The correlation between BUBSX and SGOV is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
BUBSX vs. SGOV
Compare and contrast key facts about Baird Ultra Short Bond Fund (BUBSX) and iShares 0-3 Month Treasury Bond ETF (SGOV).
BUBSX is managed by Baird. It was launched on Dec 31, 2013. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUBSX or SGOV.
Performance
BUBSX vs. SGOV - Performance Comparison
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Key characteristics
BUBSX:
7.77
SGOV:
21.63
BUBSX:
29.16
SGOV:
474.39
BUBSX:
17.83
SGOV:
475.39
BUBSX:
51.66
SGOV:
485.71
BUBSX:
335.34
SGOV:
7,710.35
BUBSX:
0.02%
SGOV:
0.00%
BUBSX:
0.66%
SGOV:
0.22%
BUBSX:
-1.88%
SGOV:
-0.03%
BUBSX:
0.00%
SGOV:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with BUBSX having a 1.82% return and SGOV slightly lower at 1.75%.
BUBSX
1.82%
0.34%
2.17%
5.09%
4.59%
2.76%
2.14%
SGOV
1.75%
0.34%
2.15%
4.78%
4.55%
2.74%
N/A
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BUBSX vs. SGOV - Expense Ratio Comparison
BUBSX has a 0.40% expense ratio, which is higher than SGOV's 0.03% expense ratio.
Risk-Adjusted Performance
BUBSX vs. SGOV — Risk-Adjusted Performance Rank
BUBSX
SGOV
BUBSX vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Ultra Short Bond Fund (BUBSX) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.
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Dividends
BUBSX vs. SGOV - Dividend Comparison
BUBSX's dividend yield for the trailing twelve months is around 4.77%, more than SGOV's 4.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUBSX Baird Ultra Short Bond Fund | 4.77% | 5.04% | 4.39% | 1.29% | 0.25% | 1.14% | 2.33% | 1.89% | 1.04% | 0.81% | 0.56% | 0.67% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.69% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BUBSX vs. SGOV - Drawdown Comparison
The maximum BUBSX drawdown since its inception was -1.88%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for BUBSX and SGOV.
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Volatility
BUBSX vs. SGOV - Volatility Comparison
Baird Ultra Short Bond Fund (BUBSX) has a higher volatility of 0.16% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that BUBSX's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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