TLDTX vs. BND
Compare and contrast key facts about T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) and Vanguard Total Bond Market ETF (BND).
TLDTX is managed by T. Rowe Price. It was launched on Nov 1, 2020. 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: TLDTX or BND.
Correlation
The correlation between TLDTX and BND is 0.57, 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
TLDTX vs. BND - Performance Comparison
Key characteristics
TLDTX:
1.17
BND:
0.57
TLDTX:
1.76
BND:
0.83
TLDTX:
1.41
BND:
1.10
TLDTX:
1.62
BND:
0.23
TLDTX:
11.87
BND:
1.41
TLDTX:
0.52%
BND:
2.19%
TLDTX:
5.29%
BND:
5.39%
TLDTX:
-7.24%
BND:
-18.84%
TLDTX:
0.00%
BND:
-8.76%
Returns By Period
In the year-to-date period, TLDTX achieves a 0.78% return, which is significantly higher than BND's 0.65% return.
TLDTX
0.78%
1.17%
2.76%
6.04%
N/A
N/A
BND
0.65%
0.88%
0.83%
2.83%
-0.60%
1.13%
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TLDTX vs. BND - Expense Ratio Comparison
TLDTX has a 0.21% 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
TLDTX vs. BND — Risk-Adjusted Performance Rank
TLDTX
BND
TLDTX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) 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
TLDTX vs. BND - Dividend Comparison
TLDTX's dividend yield for the trailing twelve months is around 5.61%, more than BND's 3.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLDTX T. Rowe Price U.S. Limited Duration TIPS Index Fund | 5.45% | 5.65% | 8.29% | 12.73% | 7.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.64% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
TLDTX vs. BND - Drawdown Comparison
The maximum TLDTX drawdown since its inception was -7.24%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for TLDTX and BND. For additional features, visit the drawdowns tool.
Volatility
TLDTX vs. BND - Volatility Comparison
The current volatility for T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) is 0.66%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.37%. This indicates that TLDTX 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.