SRBFX vs. BIV
Compare and contrast key facts about Columbia Total Return Bond Fund (SRBFX) and Vanguard Intermediate-Term Bond ETF (BIV).
SRBFX is managed by Columbia Threadneedle. It was launched on Dec 5, 1978. BIV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5. 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: SRBFX or BIV.
Correlation
The correlation between SRBFX and BIV is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SRBFX vs. BIV - Performance Comparison
Key characteristics
SRBFX:
0.35
BIV:
0.31
SRBFX:
0.52
BIV:
0.48
SRBFX:
1.06
BIV:
1.06
SRBFX:
0.13
BIV:
0.13
SRBFX:
0.94
BIV:
0.87
SRBFX:
2.35%
BIV:
2.04%
SRBFX:
6.41%
BIV:
5.61%
SRBFX:
-24.67%
BIV:
-18.94%
SRBFX:
-13.05%
BIV:
-8.81%
Returns By Period
The year-to-date returns for both investments are quite close, with SRBFX having a 1.52% return and BIV slightly higher at 1.56%. Over the past 10 years, SRBFX has underperformed BIV with an annualized return of 1.23%, while BIV has yielded a comparatively higher 1.73% annualized return.
SRBFX
1.52%
-0.73%
1.38%
2.25%
-0.42%
1.23%
BIV
1.56%
-0.27%
1.44%
1.85%
0.06%
1.73%
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SRBFX vs. BIV - Expense Ratio Comparison
SRBFX has a 0.49% expense ratio, which is higher than BIV's 0.04% expense ratio.
Risk-Adjusted Performance
SRBFX vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Total Return Bond Fund (SRBFX) and Vanguard Intermediate-Term Bond ETF (BIV). 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
SRBFX vs. BIV - Dividend Comparison
SRBFX's dividend yield for the trailing twelve months is around 4.46%, more than BIV's 3.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | 4.46% | 4.22% | 3.98% | 3.00% | 3.48% | 3.26% | 2.85% | 2.78% | 2.84% | 2.22% | 2.65% | 2.72% |
BIV Vanguard Intermediate-Term Bond ETF | 3.44% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% | 4.21% |
Drawdowns
SRBFX vs. BIV - Drawdown Comparison
The maximum SRBFX drawdown since its inception was -24.67%, which is greater than BIV's maximum drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for SRBFX and BIV. For additional features, visit the drawdowns tool.
Volatility
SRBFX vs. BIV - Volatility Comparison
Columbia Total Return Bond Fund (SRBFX) has a higher volatility of 1.85% compared to Vanguard Intermediate-Term Bond ETF (BIV) at 1.64%. This indicates that SRBFX's price experiences larger fluctuations and is considered to be riskier than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.