Correlation
The correlation between GBOSX and BNDX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
GBOSX vs. BNDX
Compare and contrast key facts about JPMorgan Global Bond Opportunities Fund (GBOSX) and Vanguard Total International Bond ETF (BNDX).
GBOSX is managed by JPMorgan Chase. It was launched on Sep 3, 2012. BNDX is a passively managed fund by Vanguard that tracks the performance of the Barclays Global Aggregate ex-USD Float-Adjusted Index (Hedged). It was launched on May 31, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GBOSX or BNDX.
Performance
GBOSX vs. BNDX - Performance Comparison
Loading data...
Key characteristics
GBOSX:
2.25
BNDX:
1.80
GBOSX:
3.16
BNDX:
2.49
GBOSX:
1.44
BNDX:
1.31
GBOSX:
3.03
BNDX:
0.74
GBOSX:
8.90
BNDX:
7.84
GBOSX:
0.77%
BNDX:
0.83%
GBOSX:
3.13%
BNDX:
3.73%
GBOSX:
-11.48%
BNDX:
-16.23%
GBOSX:
0.00%
BNDX:
-2.47%
Returns By Period
In the year-to-date period, GBOSX achieves a 2.97% return, which is significantly higher than BNDX's 1.66% return. Over the past 10 years, GBOSX has outperformed BNDX with an annualized return of 3.63%, while BNDX has yielded a comparatively lower 2.09% annualized return.
GBOSX
2.97%
0.64%
2.13%
6.97%
4.19%
3.41%
3.63%
BNDX
1.66%
0.01%
0.88%
6.64%
2.89%
0.05%
2.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GBOSX vs. BNDX - Expense Ratio Comparison
GBOSX has a 0.65% expense ratio, which is higher than BNDX's 0.07% expense ratio.
Risk-Adjusted Performance
GBOSX vs. BNDX — Risk-Adjusted Performance Rank
GBOSX
BNDX
GBOSX vs. BNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Global Bond Opportunities Fund (GBOSX) 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.
Loading data...
Dividends
GBOSX vs. BNDX - Dividend Comparison
GBOSX's dividend yield for the trailing twelve months is around 4.76%, more than BNDX's 4.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GBOSX JPMorgan Global Bond Opportunities Fund | 4.76% | 4.40% | 3.92% | 3.68% | 2.61% | 3.53% | 4.06% | 5.74% | 3.32% | 4.80% | 5.12% | 4.52% |
BNDX Vanguard Total International Bond ETF | 4.26% | 4.18% | 4.42% | 1.52% | 3.74% | 1.11% | 3.40% | 3.01% | 2.23% | 1.89% | 1.63% | 1.54% |
Drawdowns
GBOSX vs. BNDX - Drawdown Comparison
The maximum GBOSX drawdown since its inception was -11.48%, smaller than the maximum BNDX drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for GBOSX and BNDX.
Loading data...
Volatility
GBOSX vs. BNDX - Volatility Comparison
The current volatility for JPMorgan Global Bond Opportunities Fund (GBOSX) is 0.79%, while Vanguard Total International Bond ETF (BNDX) has a volatility of 1.24%. This indicates that GBOSX 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.
Loading data...