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FIBR vs. BNDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

FIBR vs. BNDP

Last updated Jun 4, 2026

FIBR (iShares U.S. Fixed Income Balanced Risk Systematic ETF) and BNDP (Vanguard Core-Plus Bond Index ETF) are both Intermediate Core-Plus Bond funds - FIBR tracks the Bloomberg U.S. Fixed Income Balanced Risk Index while BNDP tracks the Bloomberg U.S. Universal Float Adjusted Index. Both are passively managed. Their correlation of 0.93 suggests significant overlap in exposure. FIBR charges 0.25%/yr vs 0.05%/yr for BNDP.

Performance

FIBR vs. BNDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) and Vanguard Core-Plus Bond Index ETF (BNDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FIBR achieves a 0.06% return, which is significantly lower than BNDP's 0.34% return.

FIBR

1D
-0.27%
1M
0.22%
YTD
0.06%
6M
-0.05%
1Y
5.34%
3Y*
6.70%
5Y*
1.54%
10Y*
2.28%

BNDP

1D
-0.08%
1M
0.41%
YTD
0.34%
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

FIBR vs. BNDP - Yearly Performance Comparison

2026 (YTD)2025
FIBR
iShares U.S. Fixed Income Balanced Risk Systematic ETF		0.06%0.09%
BNDP
Vanguard Core-Plus Bond Index ETF		0.34%0.10%

Correlation

The correlation between FIBR and BNDP is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 5, 2025

0.93

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iShares U.S. Fixed Income Balanced Risk Systematic ETF

Vanguard Core-Plus Bond Index ETF

Often compared with FIBR:
FIBR vs. CGBLFIBR vs. EAGGFIBR vs. ISTBFIBR vs. FDHYFIBR vs. RAVIFIBR vs. AGGFIBR vs. BIL
Often compared with BNDP:
BNDP vs. BNDBNDP vs. BNDSBNDP vs. IMTBBNDP vs. VCITBNDP vs. NCPBBNDP vs. OACPBNDP vs. FTBFX

Return for Risk

FIBR vs. BNDP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FIBR
FIBR Risk / Return Rank: 3838
Overall Rank
FIBR Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
FIBR Sortino Ratio Rank: 3939
Sortino Ratio Rank
FIBR Omega Ratio Rank: 3939
Omega Ratio Rank
FIBR Calmar Ratio Rank: 3636
Calmar Ratio Rank
FIBR Martin Ratio Rank: 3636
Martin Ratio Rank
BNDP
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.

FIBR vs. BNDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) and Vanguard Core-Plus Bond Index ETF (BNDP). 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.

FIBRBNDPDifference
Sharpe ratioReturn per unit of total volatility
1.41

—

—

Sortino ratioReturn per unit of downside risk
2.02

—

—

Omega ratioGain probability vs. loss probability

1.26

—

—

Calmar ratioReturn relative to maximum drawdown

1.79

—

—

Martin ratioReturn relative to average drawdown

5.50

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FIBR vs. BNDP - Sharpe Ratio Comparison

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Sharpe Ratios by Period

FIBRBNDPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.25

+0.25

Drawdowns

FIBR vs. BNDP - Drawdown Comparison

The maximum FIBR drawdown since its inception was -18.47%, which is greater than BNDP's maximum drawdown of -2.60%. Use the drawdown chart below to compare losses from any high point for FIBR and BNDP.

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Drawdown Indicators

FIBRBNDPDifference

Max Drawdown

Largest peak-to-trough decline

-18.47%

-2.60%

-15.87%

Max Drawdown (1Y)

Largest decline over 1 year

-2.99%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-3.08%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-18.47%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-18.47%

—

—

Current Drawdown

Current decline from peak

-1.79%

-1.31%

-0.48%

Average Drawdown

Average peak-to-trough decline

-3.27%

-0.86%

-2.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.97%

—

—

Volatility

FIBR vs. BNDP - Volatility Comparison

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Volatility by Period

FIBRBNDPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.40%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

3.10%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

3.80%

3.63%

+0.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.63%

3.63%

+2.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.95%

3.63%

+1.32%

FIBR vs. BNDP - Expense Ratio Comparison

FIBR has a 0.25% expense ratio, which is higher than BNDP's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

FIBR vs. BNDP - Dividend Comparison

FIBR's dividend yield for the trailing twelve months is around 4.62%, more than BNDP's 2.08% yield.

PositionTTM20252024202320222021202020192018201720162015
BNDP
Vanguard Core-Plus Bond Index ETF		2.08%0.24%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FIBR
iShares U.S. Fixed Income Balanced Risk Systematic ETF		4.62%4.78%5.04%4.44%3.27%1.92%2.57%3.27%3.61%2.74%2.92%2.26%

Frequently Asked Questions

With a correlation of 0.93, FIBR and BNDP 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.

On fees, BNDP is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BNDP is cheaper with a 0.05% expense ratio, compared with 0.25% for FIBR.

FIBR has the higher dividend yield at 4.62%, compared with 2.08% for BNDP.

FIBR tracks Bloomberg U.S. Fixed Income Balanced Risk Index, while BNDP tracks Bloomberg U.S. Universal Float Adjusted Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.25% for FIBR and 0.05% for BNDP.

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