UITB vs. BND
Compare and contrast key facts about VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) and Vanguard Total Bond Market ETF (BND).
UITB and BND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UITB is an actively managed fund by Crestview. It was launched on Oct 24, 2017. 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: UITB or BND.
Key characteristics
| UITB | BND | |
|---|---|---|
| YTD Return | 2.01% | 1.59% |
| 1Y Return | 8.43% | 7.87% |
| 3Y Return (Ann) | -1.52% | -2.37% |
| 5Y Return (Ann) | 0.53% | -0.27% |
| Sharpe Ratio | 1.51 | 1.34 |
| Sortino Ratio | 2.24 | 1.98 |
| Omega Ratio | 1.27 | 1.24 |
| Calmar Ratio | 0.63 | 0.50 |
| Martin Ratio | 5.56 | 4.75 |
| Ulcer Index | 1.53% | 1.65% |
| Daily Std Dev | 5.62% | 5.84% |
| Max Drawdown | -17.02% | -18.84% |
| Current Drawdown | -6.12% | -9.17% |
Correlation
The correlation between UITB and BND is 0.91, 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
UITB vs. BND - Performance Comparison
In the year-to-date period, UITB achieves a 2.01% return, which is significantly higher than BND's 1.59% 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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UITB vs. BND - Expense Ratio Comparison
UITB has a 0.38% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
UITB vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) 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
UITB vs. BND - Dividend Comparison
UITB's dividend yield for the trailing twelve months is around 3.74%, more than BND's 3.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UITB VictoryShares USAA Core Intermediate-Term Bond ETF | 3.74% | 3.15% | 2.32% | 1.95% | 2.79% | 3.02% | 2.99% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.58% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% | 2.78% |
Drawdowns
UITB vs. BND - Drawdown Comparison
The maximum UITB drawdown since its inception was -17.02%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for UITB and BND. For additional features, visit the drawdowns tool.
Volatility
UITB vs. BND - Volatility Comparison
VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) and Vanguard Total Bond Market ETF (BND) have volatilities of 1.69% and 1.77%, 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.