MWTIX vs. BND
Compare and contrast key facts about Metropolitan West Total Return Bond Fund Class I (MWTIX) and Vanguard Total Bond Market ETF (BND).
MWTIX is managed by Metropolitan West Funds. 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: MWTIX or BND.
Correlation
The correlation between MWTIX and BND is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
MWTIX vs. BND - Performance Comparison
Key characteristics
MWTIX:
1.08
BND:
1.21
MWTIX:
1.61
BND:
1.76
MWTIX:
1.19
BND:
1.21
MWTIX:
0.49
BND:
0.51
MWTIX:
2.55
BND:
3.10
MWTIX:
2.59%
BND:
2.06%
MWTIX:
6.10%
BND:
5.28%
MWTIX:
-19.85%
BND:
-18.84%
MWTIX:
-8.06%
BND:
-7.11%
Returns By Period
In the year-to-date period, MWTIX achieves a 1.95% return, which is significantly lower than BND's 2.48% return. Both investments have delivered pretty close results over the past 10 years, with MWTIX having a 1.48% annualized return and BND not far behind at 1.47%.
MWTIX
1.95%
-2.07%
1.17%
5.53%
-0.80%
1.48%
BND
2.48%
-1.12%
1.57%
5.75%
-0.85%
1.47%
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MWTIX vs. BND - Expense Ratio Comparison
MWTIX has a 0.45% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
MWTIX vs. BND — Risk-Adjusted Performance Rank
MWTIX
BND
MWTIX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Metropolitan West Total Return Bond Fund Class I (MWTIX) 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
MWTIX vs. BND - Dividend Comparison
MWTIX's dividend yield for the trailing twelve months is around 4.05%, more than BND's 3.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWTIX Metropolitan West Total Return Bond Fund Class I | 4.05% | 4.67% | 4.11% | 2.93% | 1.32% | 6.60% | 3.62% | 2.72% | 2.15% | 3.36% | 2.95% | 2.55% |
BND Vanguard Total Bond Market ETF | 3.74% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
MWTIX vs. BND - Drawdown Comparison
The maximum MWTIX drawdown since its inception was -19.85%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for MWTIX and BND. For additional features, visit the drawdowns tool.
Volatility
MWTIX vs. BND - Volatility Comparison
Metropolitan West Total Return Bond Fund Class I (MWTIX) and Vanguard Total Bond Market ETF (BND) have volatilities of 2.16% and 2.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.