LONZ vs. BNDX
Compare and contrast key facts about PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) and Vanguard Total International Bond ETF (BNDX).
LONZ and BNDX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LONZ is an actively managed fund by PIMCO. It was launched on Jun 8, 2022. 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: LONZ or BNDX.
Correlation
The correlation between LONZ and BNDX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LONZ vs. BNDX - Performance Comparison
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Key characteristics
LONZ:
1.66
BNDX:
1.30
LONZ:
1.91
BNDX:
2.06
LONZ:
1.53
BNDX:
1.25
LONZ:
1.51
BNDX:
0.61
LONZ:
9.23
BNDX:
6.40
LONZ:
0.68%
BNDX:
0.84%
LONZ:
3.86%
BNDX:
3.72%
LONZ:
-4.19%
BNDX:
-16.23%
LONZ:
0.00%
BNDX:
-3.22%
Returns By Period
In the year-to-date period, LONZ achieves a 1.02% return, which is significantly higher than BNDX's 0.88% return.
LONZ
1.02%
2.73%
2.31%
6.35%
N/A
N/A
BNDX
0.88%
-0.03%
1.29%
4.80%
0.01%
2.00%
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LONZ vs. BNDX - Expense Ratio Comparison
LONZ has a 0.62% expense ratio, which is higher than BNDX's 0.07% expense ratio.
Risk-Adjusted Performance
LONZ vs. BNDX — Risk-Adjusted Performance Rank
LONZ
BNDX
LONZ vs. BNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) 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.
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Dividends
LONZ vs. BNDX - Dividend Comparison
LONZ's dividend yield for the trailing twelve months is around 7.36%, more than BNDX's 4.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LONZ PIMCO Senior Loan Active Exchange-Traded Fund | 7.36% | 8.16% | 8.29% | 3.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BNDX Vanguard Total International Bond ETF | 4.30% | 4.18% | 4.42% | 1.52% | 3.74% | 1.11% | 3.40% | 3.01% | 2.23% | 1.89% | 1.63% | 1.54% |
Drawdowns
LONZ vs. BNDX - Drawdown Comparison
The maximum LONZ drawdown since its inception was -4.19%, smaller than the maximum BNDX drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for LONZ and BNDX. For additional features, visit the drawdowns tool.
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Volatility
LONZ vs. BNDX - Volatility Comparison
The current volatility for PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) is 0.70%, while Vanguard Total International Bond ETF (BNDX) has a volatility of 1.14%. This indicates that LONZ 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.
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