Correlation
The correlation between RMIF and BND is 0.22, 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.
RMIF vs. BND
Compare and contrast key facts about LHA Risk-Managed Income ETF (RMIF) and Vanguard Total Bond Market ETF (BND).
RMIF and BND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RMIF is an actively managed fund by Little Harbor Advisors. It was launched on Jun 8, 2023. 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: RMIF or BND.
Performance
RMIF vs. BND - Performance Comparison
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Key characteristics
RMIF:
1.81
BND:
1.10
RMIF:
2.15
BND:
1.60
RMIF:
1.40
BND:
1.19
RMIF:
1.64
BND:
0.47
RMIF:
7.06
BND:
2.79
RMIF:
0.70%
BND:
2.11%
RMIF:
2.88%
BND:
5.32%
RMIF:
-3.01%
BND:
-18.84%
RMIF:
-0.61%
BND:
-7.09%
Returns By Period
In the year-to-date period, RMIF achieves a 0.38% return, which is significantly lower than BND's 2.49% return.
RMIF
0.38%
0.96%
0.32%
4.99%
N/A
N/A
N/A
BND
2.49%
-0.40%
0.77%
5.44%
1.52%
-1.00%
1.54%
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RMIF vs. BND - Expense Ratio Comparison
RMIF has a 1.38% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
RMIF vs. BND — Risk-Adjusted Performance Rank
RMIF
BND
RMIF vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LHA Risk-Managed Income ETF (RMIF) 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.
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Dividends
RMIF vs. BND - Dividend Comparison
RMIF's dividend yield for the trailing twelve months is around 6.26%, more than BND's 3.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMIF LHA Risk-Managed Income ETF | 6.26% | 6.62% | 3.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
RMIF vs. BND - Drawdown Comparison
The maximum RMIF drawdown since its inception was -3.01%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for RMIF and BND.
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Volatility
RMIF vs. BND - Volatility Comparison
The current volatility for LHA Risk-Managed Income ETF (RMIF) is 0.53%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.52%. This indicates that RMIF experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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