THOPX vs. BND
Compare and contrast key facts about Thompson Bond Fund (THOPX) and Vanguard Total Bond Market ETF (BND).
THOPX is managed by Thompson IM. It was launched on Feb 10, 1992. 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: THOPX or BND.
Correlation
The correlation between THOPX and BND is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
THOPX vs. BND - Performance Comparison
Key characteristics
THOPX:
5.85
BND:
0.85
THOPX:
10.52
BND:
1.24
THOPX:
2.67
BND:
1.15
THOPX:
16.90
BND:
0.32
THOPX:
57.88
BND:
2.11
THOPX:
0.18%
BND:
2.08%
THOPX:
1.79%
BND:
5.17%
THOPX:
-43.95%
BND:
-18.84%
THOPX:
0.00%
BND:
-8.37%
Returns By Period
In the year-to-date period, THOPX achieves a 1.44% return, which is significantly higher than BND's 1.08% return. Over the past 10 years, THOPX has outperformed BND with an annualized return of 3.40%, while BND has yielded a comparatively lower 1.34% annualized return.
THOPX
1.44%
1.05%
4.35%
10.45%
2.94%
3.40%
BND
1.08%
0.73%
-0.82%
4.54%
-0.67%
1.34%
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THOPX vs. BND - Expense Ratio Comparison
THOPX has a 0.71% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
THOPX vs. BND — Risk-Adjusted Performance Rank
THOPX
BND
THOPX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thompson Bond Fund (THOPX) 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
THOPX vs. BND - Dividend Comparison
THOPX's dividend yield for the trailing twelve months is around 5.27%, more than BND's 3.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THOPX Thompson Bond Fund | 5.27% | 5.34% | 5.88% | 3.93% | 3.59% | 5.16% | 3.48% | 3.07% | 3.06% | 4.25% | 4.58% | 4.01% |
BND Vanguard Total Bond Market ETF | 3.67% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
THOPX vs. BND - Drawdown Comparison
The maximum THOPX drawdown since its inception was -43.95%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for THOPX and BND. For additional features, visit the drawdowns tool.
Volatility
THOPX vs. BND - Volatility Comparison
The current volatility for Thompson Bond Fund (THOPX) is 0.53%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.34%. This indicates that THOPX 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.