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UBND vs. BNDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UBND vs. BNDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VictoryShares Core Plus Intermediate Bond ETF (UBND) and Vanguard Core-Plus Bond Index ETF (BNDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UBND achieves a 0.23% return, which is significantly lower than BNDP's 0.34% return.


UBND

1D
-0.18%
1M
0.25%
YTD
0.23%
6M
0.36%
1Y
5.64%
3Y*
4.91%
5Y*
10Y*

BNDP

1D
-0.08%
1M
0.41%
YTD
0.34%
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UBND vs. BNDP - Yearly Performance Comparison


Correlation

The correlation between UBND and BNDP is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 5, 2025

0.95

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Return for Risk

UBND vs. BNDP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UBND
UBND Risk / Return Rank: 4545
Overall Rank
UBND Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
UBND Sortino Ratio Rank: 4949
Sortino Ratio Rank
UBND Omega Ratio Rank: 4545
Omega Ratio Rank
UBND Calmar Ratio Rank: 4444
Calmar Ratio Rank
UBND Martin Ratio Rank: 4343
Martin Ratio Rank

BNDP
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UBND vs. BNDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Plus Intermediate Bond ETF (UBND) and Vanguard Core-Plus Bond Index ETF (BNDP). 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.


UBNDBNDPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.29

Calmar ratioReturn relative to maximum drawdown

2.16

Martin ratioReturn relative to average drawdown

6.89

UBND vs. BNDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


UBNDBNDPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.25

-0.08

Drawdowns

UBND vs. BNDP - Drawdown Comparison

The maximum UBND drawdown since its inception was -16.53%, which is greater than BNDP's maximum drawdown of -2.60%. Use the drawdown chart below to compare losses from any high point for UBND and BNDP.


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Drawdown Indicators


UBNDBNDPDifference

Max Drawdown

Largest peak-to-trough decline

-16.53%

-2.60%

-13.93%

Max Drawdown (1Y)

Largest decline over 1 year

-2.62%

Max Drawdown (3Y)

Largest decline over 3 years

-5.07%

Current Drawdown

Current decline from peak

-1.34%

-1.31%

-0.03%

Average Drawdown

Average peak-to-trough decline

-5.45%

-0.86%

-4.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.82%

Volatility

UBND vs. BNDP - Volatility Comparison


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Volatility by Period


UBNDBNDPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.26%

Volatility (6M)

Calculated over the trailing 6-month period

2.42%

Volatility (1Y)

Calculated over the trailing 1-year period

3.53%

3.63%

-0.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.80%

3.63%

+2.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.80%

3.63%

+2.17%

UBND vs. BNDP - Expense Ratio Comparison

UBND has a 0.40% expense ratio, which is higher than BNDP's 0.05% expense ratio.


Dividends

UBND vs. BNDP - Dividend Comparison

UBND's dividend yield for the trailing twelve months is around 4.77%, more than BNDP's 2.08% yield.


PositionTTM20252024202320222021
BNDP
Vanguard Core-Plus Bond Index ETF
2.08%0.24%0.00%0.00%0.00%0.00%
UBND
VictoryShares Core Plus Intermediate Bond ETF
4.77%4.56%4.63%4.37%3.28%0.28%

Frequently Asked Questions


With a correlation of 0.95, UBND and BNDP move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, BNDP is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BNDP is cheaper with a 0.05% expense ratio, compared with 0.40% for UBND.

UBND has the higher dividend yield at 4.77%, compared with 2.08% for BNDP.

They also come from different issuers: Victory and Vanguard. Their fees differ too: 0.40% for UBND and 0.05% for BNDP.

Portfolio Optimizer

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