BUBSX vs. VBTLX
Compare and contrast key facts about Baird Ultra Short Bond Fund (BUBSX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
BUBSX is managed by Baird. It was launched on Dec 31, 2013. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUBSX or VBTLX.
Key characteristics
| BUBSX | VBTLX | |
|---|---|---|
| YTD Return | 1.78% | -3.49% |
| 1Y Return | 5.49% | -1.65% |
| 3Y Return (Ann) | 2.56% | -3.64% |
| 5Y Return (Ann) | 2.21% | -0.17% |
| 10Y Return (Ann) | 1.65% | 1.12% |
| Sharpe Ratio | 6.13 | -0.13 |
| Daily Std Dev | 0.91% | 6.68% |
| Max Drawdown | -1.89% | -18.68% |
| Current Drawdown | -0.30% | -13.25% |
Correlation
The correlation between BUBSX and VBTLX is 0.21, 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.
Performance
BUBSX vs. VBTLX - Performance Comparison
In the year-to-date period, BUBSX achieves a 1.78% return, which is significantly higher than VBTLX's -3.49% return. Over the past 10 years, BUBSX has outperformed VBTLX with an annualized return of 1.65%, while VBTLX has yielded a comparatively lower 1.12% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BUBSX vs. VBTLX - Expense Ratio Comparison
BUBSX has a 0.40% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Risk-Adjusted Performance
BUBSX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Ultra Short Bond Fund (BUBSX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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.
Dividends
BUBSX vs. VBTLX - Dividend Comparison
BUBSX's dividend yield for the trailing twelve months is around 4.84%, more than VBTLX's 3.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUBSX Baird Ultra Short Bond Fund | 4.84% | 4.39% | 1.29% | 0.25% | 1.14% | 2.33% | 1.89% | 1.04% | 0.81% | 0.56% | 0.67% | 0.00% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.12% | 3.08% | 2.59% | 2.11% | 2.39% | 2.73% | 2.80% | 2.56% | 2.54% | 2.37% | 2.59% | 2.59% |
Drawdowns
BUBSX vs. VBTLX - Drawdown Comparison
The maximum BUBSX drawdown since its inception was -1.89%, smaller than the maximum VBTLX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for BUBSX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
BUBSX vs. VBTLX - Volatility Comparison
The current volatility for Baird Ultra Short Bond Fund (BUBSX) is 0.68%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.74%. This indicates that BUBSX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.