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IEF vs. VGCAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IEF vs. VGCAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 7-10 Year Treasury Bond ETF (IEF) and Vanguard Global Credit Bond Fund Admiral Shares (VGCAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IEF achieves a -0.47% return, which is significantly lower than VGCAX's 1.10% return.


IEF

1D
-0.17%
1M
0.25%
YTD
-0.47%
6M
-0.18%
1Y
3.78%
3Y*
2.86%
5Y*
-1.24%
10Y*
0.59%

VGCAX

1D
0.52%
1M
0.68%
YTD
1.10%
6M
1.56%
1Y
5.50%
3Y*
6.27%
5Y*
1.34%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEF vs. VGCAX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
IEF
iShares 7-10 Year Treasury Bond ETF
-0.47%8.03%-0.63%3.64%-15.15%-3.33%10.01%8.03%3.84%
VGCAX
Vanguard Global Credit Bond Fund Admiral Shares
1.10%7.30%3.99%9.22%-13.43%-0.64%10.81%13.05%0.96%

Correlation

The correlation between IEF and VGCAX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.89

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

0.94

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

0.93

Correlation (All Time)
Calculated using the full available price history since Nov 15, 2018

0.88

The correlation between IEF and VGCAX has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.

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Return for Risk

IEF vs. VGCAX — Risk / Return Rank

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

IEF
IEF Risk / Return Rank: 2222
Overall Rank
IEF Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
IEF Sortino Ratio Rank: 2222
Sortino Ratio Rank
IEF Omega Ratio Rank: 2121
Omega Ratio Rank
IEF Calmar Ratio Rank: 2121
Calmar Ratio Rank
IEF Martin Ratio Rank: 2121
Martin Ratio Rank

VGCAX
VGCAX Risk / Return Rank: 4545
Overall Rank
VGCAX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
VGCAX Sortino Ratio Rank: 5454
Sortino Ratio Rank
VGCAX Omega Ratio Rank: 4848
Omega Ratio Rank
VGCAX Calmar Ratio Rank: 3737
Calmar Ratio Rank
VGCAX Martin Ratio Rank: 3434
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.

IEF vs. VGCAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 7-10 Year Treasury Bond ETF (IEF) and Vanguard Global Credit Bond Fund Admiral Shares (VGCAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IEFVGCAXDifference
Sharpe ratioReturn per unit of total volatility

-0.93

Sortino ratioReturn per unit of downside risk

-1.33

Omega ratioGain probability vs. loss probability

1.12

1.30

-0.17

Calmar ratioReturn relative to maximum drawdown

0.84

1.89

-1.05

Martin ratioReturn relative to average drawdown

2.35

6.28

-3.93

IEF vs. VGCAX - Sharpe Ratio Comparison

The current IEF Sharpe Ratio is 0.72, which is lower than the VGCAX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of IEF and VGCAX, 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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Drawdowns

IEF vs. VGCAX - Drawdown Comparison

The maximum IEF drawdown since its inception was -23.93%, which is greater than VGCAX's maximum drawdown of -18.63%. Use the drawdown chart below to compare losses from any high point for IEF and VGCAX.


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Drawdown Indicators


IEFVGCAXDifference

Max Drawdown

Largest peak-to-trough decline

-23.93%

-18.63%

-5.30%

Max Drawdown (1Y)

Largest decline over 1 year

-4.07%

-2.90%

-1.17%

Max Drawdown (3Y)

Largest decline over 3 years

-7.74%

-4.00%

-3.74%

Max Drawdown (5Y)

Largest decline over 5 years

-21.40%

-18.63%

-2.77%

Max Drawdown (10Y)

Largest decline over 10 years

-23.93%

Current Drawdown

Current decline from peak

-11.18%

-0.64%

-10.54%

Average Drawdown

Average peak-to-trough decline

-5.35%

-4.33%

-1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.45%

0.87%

+0.58%

Volatility

IEF vs. VGCAX - Volatility Comparison

iShares 7-10 Year Treasury Bond ETF (IEF) has a higher volatility of 1.62% compared to Vanguard Global Credit Bond Fund Admiral Shares (VGCAX) at 1.23%. This indicates that IEF's price experiences larger fluctuations and is considered to be riskier than VGCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IEFVGCAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.62%

1.23%

+0.39%

Volatility (6M)

Calculated over the trailing 6-month period

3.42%

2.64%

+0.78%

Volatility (1Y)

Calculated over the trailing 1-year period

4.72%

3.32%

+1.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.71%

5.07%

+2.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.63%

4.84%

+1.79%

IEF vs. VGCAX - Expense Ratio Comparison

IEF has a 0.15% expense ratio, which is lower than VGCAX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IEF vs. VGCAX - Dividend Comparison

IEF's dividend yield for the trailing twelve months is around 3.89%, less than VGCAX's 4.95% yield.


PositionTTM20252024202320222021202020192018201720162015
IEF
iShares 7-10 Year Treasury Bond ETF
3.89%3.77%3.62%2.91%1.96%0.83%1.08%2.08%2.24%1.82%1.81%1.90%
VGCAX
Vanguard Global Credit Bond Fund Admiral Shares
4.95%4.91%4.65%4.48%2.72%3.16%4.65%6.88%0.36%0.00%0.00%0.00%

Frequently Asked Questions


IEF and VGCAX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IEF has higher volatility (1.62%) compared to VGCAX (1.23%). In terms of maximum drawdown, IEF dropped -23.93% vs VGCAX's -18.63%.

VGCAX currently has the higher Sharpe Ratio (1.65 vs 0.72), 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

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