CYBIX vs. BIV
Compare and contrast key facts about Calvert High Yield Bond Fund (CYBIX) and Vanguard Intermediate-Term Bond ETF (BIV).
CYBIX is managed by Calvert Research and Management. It was launched on Jul 9, 2001. BIV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CYBIX or BIV.
Correlation
The correlation between CYBIX and BIV is 0.14, 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
CYBIX vs. BIV - Performance Comparison
Key characteristics
CYBIX:
3.06
BIV:
0.87
CYBIX:
5.29
BIV:
1.28
CYBIX:
1.69
BIV:
1.15
CYBIX:
4.94
BIV:
0.35
CYBIX:
17.87
BIV:
2.07
CYBIX:
0.48%
BIV:
2.24%
CYBIX:
2.82%
BIV:
5.34%
CYBIX:
-30.12%
BIV:
-18.94%
CYBIX:
-0.20%
BIV:
-7.81%
Returns By Period
The year-to-date returns for both investments are quite close, with CYBIX having a 1.06% return and BIV slightly higher at 1.08%. Over the past 10 years, CYBIX has outperformed BIV with an annualized return of 4.01%, while BIV has yielded a comparatively lower 1.68% annualized return.
CYBIX
1.06%
0.56%
2.92%
8.60%
3.10%
4.01%
BIV
1.08%
0.78%
-1.06%
4.67%
-0.33%
1.68%
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CYBIX vs. BIV - Expense Ratio Comparison
CYBIX has a 0.76% expense ratio, which is higher than BIV's 0.04% expense ratio.
Risk-Adjusted Performance
CYBIX vs. BIV — Risk-Adjusted Performance Rank
CYBIX
BIV
CYBIX vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert High Yield Bond Fund (CYBIX) and Vanguard Intermediate-Term Bond ETF (BIV). 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
CYBIX vs. BIV - Dividend Comparison
CYBIX's dividend yield for the trailing twelve months is around 5.70%, more than BIV's 3.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CYBIX Calvert High Yield Bond Fund | 5.70% | 5.70% | 5.38% | 4.97% | 4.22% | 4.49% | 5.00% | 5.20% | 4.92% | 5.52% | 5.79% | 5.94% |
BIV Vanguard Intermediate-Term Bond ETF | 3.80% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Drawdowns
CYBIX vs. BIV - Drawdown Comparison
The maximum CYBIX drawdown since its inception was -30.12%, which is greater than BIV's maximum drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for CYBIX and BIV. For additional features, visit the drawdowns tool.
Volatility
CYBIX vs. BIV - Volatility Comparison
The current volatility for Calvert High Yield Bond Fund (CYBIX) is 0.74%, while Vanguard Intermediate-Term Bond ETF (BIV) has a volatility of 1.37%. This indicates that CYBIX experiences smaller price fluctuations and is considered to be less risky than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.