UBND vs. VCIT
Compare and contrast key facts about VictoryShares Core Plus Intermediate Bond ETF (UBND) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
UBND and VCIT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UBND is an actively managed fund by VictoryShares. It was launched on Oct 4, 2021. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBND or VCIT.
Key characteristics
| UBND | VCIT | |
|---|---|---|
| YTD Return | 3.70% | 4.19% |
| 1Y Return | 10.06% | 12.52% |
| 3Y Return (Ann) | -0.83% | -1.04% |
| Sharpe Ratio | 1.75 | 2.01 |
| Sortino Ratio | 2.57 | 3.03 |
| Omega Ratio | 1.31 | 1.36 |
| Calmar Ratio | 0.81 | 0.79 |
| Martin Ratio | 6.96 | 8.76 |
| Ulcer Index | 1.36% | 1.34% |
| Daily Std Dev | 5.41% | 5.84% |
| Max Drawdown | -16.53% | -20.56% |
| Current Drawdown | -2.82% | -4.27% |
Correlation
The correlation between UBND and VCIT is 0.86, 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
UBND vs. VCIT - Performance Comparison
In the year-to-date period, UBND achieves a 3.70% return, which is significantly lower than VCIT's 4.19% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UBND vs. VCIT - Expense Ratio Comparison
UBND has a 0.40% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Risk-Adjusted Performance
UBND vs. VCIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Plus Intermediate Bond ETF (UBND) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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
UBND vs. VCIT - Dividend Comparison
UBND's dividend yield for the trailing twelve months is around 4.51%, more than VCIT's 4.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBND VictoryShares Core Plus Intermediate Bond ETF | 4.51% | 4.37% | 3.28% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.26% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% | 4.00% |
Drawdowns
UBND vs. VCIT - Drawdown Comparison
The maximum UBND drawdown since its inception was -16.53%, smaller than the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for UBND and VCIT. For additional features, visit the drawdowns tool.
Volatility
UBND vs. VCIT - Volatility Comparison
The current volatility for VictoryShares Core Plus Intermediate Bond ETF (UBND) is 1.44%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.75%. This indicates that UBND experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.