OEF vs. BND
Compare and contrast key facts about iShares S&P 100 ETF (OEF) and Vanguard Total Bond Market ETF (BND).
OEF and BND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OEF is a passively managed fund by iShares that tracks the performance of the S&P 100 Index. It was launched on Oct 23, 2000. 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. Both OEF and BND 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: OEF or BND.
Correlation
The correlation between OEF and BND is -0.16. 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
OEF vs. BND - Performance Comparison
Key characteristics
OEF:
0.63
BND:
1.30
OEF:
1.01
BND:
1.89
OEF:
1.15
BND:
1.23
OEF:
0.66
BND:
0.51
OEF:
2.61
BND:
3.35
OEF:
4.99%
BND:
2.05%
OEF:
20.67%
BND:
5.31%
OEF:
-54.12%
BND:
-18.84%
OEF:
-11.60%
BND:
-7.18%
Returns By Period
In the year-to-date period, OEF achieves a -8.08% return, which is significantly lower than BND's 2.40% return. Over the past 10 years, OEF has outperformed BND with an annualized return of 12.97%, while BND has yielded a comparatively lower 1.37% annualized return.
OEF
-8.08%
-5.49%
-5.06%
11.62%
16.78%
12.97%
BND
2.40%
0.12%
1.40%
6.96%
-0.91%
1.37%
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OEF vs. BND - Expense Ratio Comparison
OEF has a 0.20% expense ratio, which is higher than BND's 0.03% 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
OEF vs. BND — Risk-Adjusted Performance Rank
OEF
BND
OEF vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 100 ETF (OEF) 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
OEF vs. BND - Dividend Comparison
OEF's dividend yield for the trailing twelve months is around 1.06%, less than BND's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OEF iShares S&P 100 ETF | 1.06% | 1.03% | 1.19% | 1.55% | 1.06% | 1.43% | 1.87% | 2.09% | 1.81% | 2.07% | 2.11% | 1.85% |
BND Vanguard Total Bond Market ETF | 3.70% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
OEF vs. BND - Drawdown Comparison
The maximum OEF drawdown since its inception was -54.12%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for OEF and BND. For additional features, visit the drawdowns tool.
Volatility
OEF vs. BND - Volatility Comparison
iShares S&P 100 ETF (OEF) has a higher volatility of 14.82% compared to Vanguard Total Bond Market ETF (BND) at 2.18%. This indicates that OEF's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.