Correlation
The correlation between TAGG and BIV is 0.13, 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.
TAGG vs. BIV
Compare and contrast key facts about T. Rowe Price QM U.S. Bond ETF (TAGG) and Vanguard Intermediate-Term Bond ETF (BIV).
TAGG and BIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TAGG is an actively managed fund by T. Rowe Price. It was launched on Sep 28, 2021. 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: TAGG or BIV.
Performance
TAGG vs. BIV - Performance Comparison
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Key characteristics
TAGG:
0.91
BIV:
1.10
TAGG:
1.26
BIV:
1.49
TAGG:
1.15
BIV:
1.17
TAGG:
0.48
BIV:
0.45
TAGG:
2.13
BIV:
2.50
TAGG:
2.28%
BIV:
2.22%
TAGG:
5.80%
BIV:
5.50%
TAGG:
-17.25%
BIV:
-18.95%
TAGG:
-4.75%
BIV:
-6.34%
Returns By Period
In the year-to-date period, TAGG achieves a 2.13% return, which is significantly lower than BIV's 2.70% return.
TAGG
2.13%
-0.68%
0.88%
5.15%
1.35%
N/A
N/A
BIV
2.70%
-0.71%
1.53%
5.87%
1.88%
-0.65%
1.80%
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TAGG vs. BIV - Expense Ratio Comparison
TAGG has a 0.08% expense ratio, which is higher than BIV's 0.04% 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
TAGG vs. BIV — Risk-Adjusted Performance Rank
TAGG
BIV
TAGG vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Bond ETF (TAGG) 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.
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Dividends
TAGG vs. BIV - Dividend Comparison
TAGG's dividend yield for the trailing twelve months is around 3.86%, which matches BIV's 3.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAGG T. Rowe Price QM U.S. Bond ETF | 3.86% | 4.36% | 3.48% | 3.68% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIV Vanguard Intermediate-Term Bond ETF | 3.87% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Drawdowns
TAGG vs. BIV - Drawdown Comparison
The maximum TAGG drawdown since its inception was -17.25%, smaller than the maximum BIV drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for TAGG and BIV.
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Volatility
TAGG vs. BIV - Volatility Comparison
T. Rowe Price QM U.S. Bond ETF (TAGG) and Vanguard Intermediate-Term Bond ETF (BIV) have volatilities of 1.58% and 1.55%, 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.
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