IUS vs. BNDX
Compare and contrast key facts about Invesco RAFI Strategic US ETF (IUS) and Vanguard Total International Bond ETF (BNDX).
IUS and BNDX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUS is a passively managed fund by Invesco that tracks the performance of the Invesco Strategic US Index. It was launched on Sep 12, 2018. 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. Both IUS and BNDX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUS or BNDX.
Correlation
The correlation between IUS and BNDX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IUS vs. BNDX - Performance Comparison
Key characteristics
IUS:
0.46
BNDX:
1.60
IUS:
0.75
BNDX:
2.34
IUS:
1.11
BNDX:
1.28
IUS:
0.48
BNDX:
0.67
IUS:
1.96
BNDX:
7.17
IUS:
3.81%
BNDX:
0.83%
IUS:
16.40%
BNDX:
3.69%
IUS:
-34.67%
BNDX:
-16.23%
IUS:
-7.27%
BNDX:
-2.89%
Returns By Period
In the year-to-date period, IUS achieves a -2.72% return, which is significantly lower than BNDX's 1.23% return.
IUS
-2.72%
7.29%
-2.94%
5.58%
17.43%
N/A
BNDX
1.23%
0.54%
1.98%
5.40%
0.08%
2.01%
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IUS vs. BNDX - Expense Ratio Comparison
IUS has a 0.19% expense ratio, which is higher than BNDX's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IUS vs. BNDX — Risk-Adjusted Performance Rank
IUS
BNDX
IUS vs. BNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco RAFI Strategic US ETF (IUS) 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.
Dividends
IUS vs. BNDX - Dividend Comparison
IUS's dividend yield for the trailing twelve months is around 1.65%, less than BNDX's 4.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS Invesco RAFI Strategic US ETF | 1.65% | 1.52% | 1.72% | 1.78% | 1.46% | 1.74% | 1.77% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% |
BNDX Vanguard Total International Bond ETF | 4.28% | 4.18% | 4.42% | 1.52% | 3.74% | 1.11% | 3.40% | 3.01% | 2.23% | 1.89% | 1.63% | 1.54% |
Drawdowns
IUS vs. BNDX - Drawdown Comparison
The maximum IUS drawdown since its inception was -34.67%, which is greater than BNDX's maximum drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for IUS and BNDX. For additional features, visit the drawdowns tool.
Volatility
IUS vs. BNDX - Volatility Comparison
Invesco RAFI Strategic US ETF (IUS) has a higher volatility of 9.90% compared to Vanguard Total International Bond ETF (BNDX) at 1.12%. This indicates that IUS's price experiences larger fluctuations and is considered to be riskier than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.