IDMIX vs. BND
Compare and contrast key facts about iMGP Dolan McEniry Corporate Bond Fund (IDMIX) and Vanguard Total Bond Market ETF (BND).
IDMIX is managed by iM Global Partner Fund Management. It was launched on Sep 28, 2018. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. 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: IDMIX or BND.
Correlation
The correlation between IDMIX and BND is 0.73, 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.
Performance
IDMIX vs. BND - Performance Comparison
Key characteristics
IDMIX:
1.28
BND:
0.67
IDMIX:
1.86
BND:
0.97
IDMIX:
1.23
BND:
1.12
IDMIX:
0.78
BND:
0.26
IDMIX:
4.98
BND:
1.71
IDMIX:
0.89%
BND:
2.03%
IDMIX:
3.49%
BND:
5.19%
IDMIX:
-13.94%
BND:
-18.84%
IDMIX:
-1.09%
BND:
-8.64%
Returns By Period
In the year-to-date period, IDMIX achieves a 0.10% return, which is significantly lower than BND's 0.79% return.
IDMIX
0.10%
0.92%
0.72%
4.45%
0.82%
N/A
BND
0.79%
1.73%
-0.89%
3.52%
-0.59%
1.31%
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IDMIX vs. BND - Expense Ratio Comparison
IDMIX has a 0.70% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
IDMIX vs. BND — Risk-Adjusted Performance Rank
IDMIX
BND
IDMIX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iMGP Dolan McEniry Corporate Bond Fund (IDMIX) and Vanguard Total Bond Market ETF (BND). 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
IDMIX vs. BND - Dividend Comparison
IDMIX's dividend yield for the trailing twelve months is around 3.94%, more than BND's 3.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDMIX iMGP Dolan McEniry Corporate Bond Fund | 3.94% | 4.31% | 3.73% | 1.67% | 0.92% | 2.20% | 2.92% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.68% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
IDMIX vs. BND - Drawdown Comparison
The maximum IDMIX drawdown since its inception was -13.94%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for IDMIX and BND. For additional features, visit the drawdowns tool.
Volatility
IDMIX vs. BND - Volatility Comparison
The current volatility for iMGP Dolan McEniry Corporate Bond Fund (IDMIX) is 0.99%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.25%. This indicates that IDMIX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.