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FXY vs. BNDX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FXY vs. BNDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco CurrencyShares® Japanese Yen Trust (FXY) and Vanguard Total International Bond ETF (BNDX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FXY achieves a -2.28% return, which is significantly lower than BNDX's 0.54% return. Over the past 10 years, FXY has underperformed BNDX with an annualized return of -4.49%, while BNDX has yielded a comparatively higher 1.68% annualized return.


FXY

1D
-0.17%
1M
-1.89%
YTD
-2.28%
6M
-3.30%
1Y
-10.40%
3Y*
-4.81%
5Y*
-7.79%
10Y*
-4.49%

BNDX

1D
-0.35%
1M
0.63%
YTD
0.54%
6M
0.23%
1Y
1.82%
3Y*
4.03%
5Y*
0.33%
10Y*
1.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FXY vs. BNDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FXY
Invesco CurrencyShares® Japanese Yen Trust
-2.28%0.09%-10.93%-7.44%-12.75%-10.90%4.61%0.37%2.31%3.17%
BNDX
Vanguard Total International Bond ETF
0.54%2.86%3.57%8.77%-12.76%-2.29%4.65%7.87%2.81%2.40%

Correlation

The correlation between FXY and BNDX is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.43

Correlation (3Y)
Calculated over the trailing 3-year period

0.40

Correlation (5Y)
Calculated over the trailing 5-year period

0.43

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Jun 5, 2013

0.37

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Return for Risk

FXY vs. BNDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FXY
FXY Risk / Return Rank: 11
Overall Rank
FXY Sharpe Ratio Rank: 11
Sharpe Ratio Rank
FXY Sortino Ratio Rank: 11
Sortino Ratio Rank
FXY Omega Ratio Rank: 11
Omega Ratio Rank
FXY Calmar Ratio Rank: 11
Calmar Ratio Rank
FXY Martin Ratio Rank: 22
Martin Ratio Rank

BNDX
BNDX Risk / Return Rank: 1616
Overall Rank
BNDX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
BNDX Sortino Ratio Rank: 1515
Sortino Ratio Rank
BNDX Omega Ratio Rank: 1616
Omega Ratio Rank
BNDX Calmar Ratio Rank: 1616
Calmar Ratio Rank
BNDX Martin Ratio Rank: 1717
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.

FXY vs. BNDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® Japanese Yen Trust (FXY) and Vanguard Total International Bond ETF (BNDX). 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.


FXYBNDXDifference
Sharpe ratioReturn per unit of total volatility

-1.79

Sortino ratioReturn per unit of downside risk

-2.62

Omega ratioGain probability vs. loss probability

0.80

1.10

-0.29

Calmar ratioReturn relative to maximum drawdown

-0.94

0.62

-1.56

Martin ratioReturn relative to average drawdown

-1.39

1.78

-3.17

FXY vs. BNDX - Sharpe Ratio Comparison

The current FXY Sharpe Ratio is -1.25, which is lower than the BNDX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of FXY and BNDX, 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


FXYBNDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.25

0.53

-1.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.76

0.07

-0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.48

0.41

-0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.18

0.61

-0.79

Drawdowns

FXY vs. BNDX - Drawdown Comparison

The maximum FXY drawdown since its inception was -56.03%, which is greater than BNDX's maximum drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for FXY and BNDX.


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Drawdown Indicators


FXYBNDXDifference

Max Drawdown

Largest peak-to-trough decline

-56.03%

-16.23%

-39.80%

Max Drawdown (1Y)

Largest decline over 1 year

-11.16%

-2.93%

-8.23%

Max Drawdown (3Y)

Largest decline over 3 years

-15.12%

-2.93%

-12.19%

Max Drawdown (5Y)

Largest decline over 5 years

-33.72%

-15.86%

-17.86%

Max Drawdown (10Y)

Largest decline over 10 years

-40.84%

-16.23%

-24.61%

Current Drawdown

Current decline from peak

-55.93%

-1.49%

-54.44%

Average Drawdown

Average peak-to-trough decline

-27.74%

-3.09%

-24.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.50%

1.02%

+6.48%

Volatility

FXY vs. BNDX - Volatility Comparison

The current volatility for Invesco CurrencyShares® Japanese Yen Trust (FXY) is 1.19%, while Vanguard Total International Bond ETF (BNDX) has a volatility of 1.57%. This indicates that FXY experiences smaller price fluctuations and is considered to be less risky than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FXYBNDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.19%

1.57%

-0.38%

Volatility (6M)

Calculated over the trailing 6-month period

5.75%

2.91%

+2.84%

Volatility (1Y)

Calculated over the trailing 1-year period

8.38%

3.43%

+4.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.24%

4.88%

+5.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.33%

4.09%

+5.24%

FXY vs. BNDX - Expense Ratio Comparison

FXY has a 0.40% expense ratio, which is higher than BNDX's 0.07% expense ratio.


Dividends

FXY vs. BNDX - Dividend Comparison

FXY has not paid dividends to shareholders, while BNDX's dividend yield for the trailing twelve months is around 4.49%.


PositionTTM20252024202320222021202020192018201720162015
BNDX
Vanguard Total International Bond ETF
4.49%4.39%4.18%4.42%1.51%3.74%1.11%3.40%3.01%2.23%1.89%1.63%
FXY
Invesco CurrencyShares® Japanese Yen Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FXY and BNDX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BNDX has higher volatility (1.57%) compared to FXY (1.19%). In terms of maximum drawdown, FXY dropped -56.03% vs BNDX's -16.23%.

On 10-year performance, BNDX leads with 1.68% vs -4.49% for FXY. On fees, BNDX is cheaper at 0.07% per year. On volatility, FXY has been the lower-risk option at 1.19%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, BNDX has performed better with a 1.68% return vs -4.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BNDX is cheaper with a 0.07% expense ratio, compared with 0.40% for FXY.

BNDX has the higher dividend yield at 4.49%, compared with 0.00% for FXY.

FXY is categorized as Currency, while BNDX is Global Bonds. FXY tracks Japanese Yen, while BNDX tracks Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). They also come from different issuers: Invesco and Vanguard. Their fees differ too: 0.40% for FXY and 0.07% for BNDX.

BNDX currently has the higher Sharpe Ratio (0.53 vs -1.25), 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.

Portfolio Optimizer

Find the right allocation for FXY and BNDX

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