HLIPX vs. VCIT
Compare and contrast key facts about JPMorgan Core Plus Bond Fund (HLIPX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
HLIPX is managed by JPMorgan. It was launched on Mar 5, 1993. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Performance
HLIPX vs. VCIT - Performance Comparison
Loading graphics...
HLIPX vs. VCIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLIPX JPMorgan Core Plus Bond Fund | -0.31% | 7.98% | 2.64% | 6.38% | -12.69% | -0.30% | 7.93% | 8.73% | 0.01% | 4.26% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | -0.45% | 9.34% | 3.20% | 8.98% | -13.98% | -1.77% | 9.46% | 14.10% | -1.74% | 5.31% |
Returns By Period
In the year-to-date period, HLIPX achieves a -0.31% return, which is significantly higher than VCIT's -0.45% return. Over the past 10 years, HLIPX has underperformed VCIT with an annualized return of 2.40%, while VCIT has yielded a comparatively higher 3.06% annualized return.
HLIPX
- 1D
- 0.56%
- 1M
- -2.43%
- YTD
- -0.31%
- 6M
- 0.91%
- 1Y
- 4.63%
- 3Y*
- 4.34%
- 5Y*
- 0.97%
- 10Y*
- 2.40%
VCIT
- 1D
- 0.55%
- 1M
- -1.98%
- YTD
- -0.45%
- 6M
- 0.69%
- 1Y
- 6.08%
- 3Y*
- 5.56%
- 5Y*
- 1.42%
- 10Y*
- 3.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HLIPX vs. VCIT - Expense Ratio Comparison
HLIPX has a 0.46% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Return for Risk
HLIPX vs. VCIT — Risk / Return Rank
HLIPX
VCIT
HLIPX vs. VCIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund (HLIPX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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.
| HLIPX | VCIT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.26 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.76 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 2.07 | -0.27 |
Martin ratioReturn relative to average drawdown | 6.20 | 7.31 | -1.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HLIPX | VCIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.26 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.22 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.49 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.75 | +0.35 |
Correlation
The correlation between HLIPX and VCIT is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HLIPX vs. VCIT - Dividend Comparison
HLIPX's dividend yield for the trailing twelve months is around 4.56%, less than VCIT's 4.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIPX JPMorgan Core Plus Bond Fund | 4.56% | 4.86% | 4.88% | 4.02% | 3.36% | 3.25% | 4.36% | 3.23% | 3.08% | 2.83% | 2.77% | 3.25% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.72% | 4.62% | 4.43% | 3.72% | 3.03% | 2.87% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% |
Drawdowns
HLIPX vs. VCIT - Drawdown Comparison
The maximum HLIPX drawdown since its inception was -16.91%, smaller than the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for HLIPX and VCIT.
Loading graphics...
Drawdown Indicators
| HLIPX | VCIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.91% | -20.56% | +3.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | -2.99% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -20.56% | +3.65% |
Max Drawdown (10Y)Largest decline over 10 years | -16.91% | -20.56% | +3.65% |
Current DrawdownCurrent decline from peak | -2.43% | -1.98% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -1.94% | -3.18% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 0.85% | +0.01% |
Volatility
HLIPX vs. VCIT - Volatility Comparison
The current volatility for JPMorgan Core Plus Bond Fund (HLIPX) is 1.75%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 2.07%. This indicates that HLIPX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HLIPX | VCIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.75% | 2.07% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 2.84% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 4.85% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.66% | 6.60% | -0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 6.27% | -1.65% |