USDX vs. BIV
Compare and contrast key facts about SGI Enhanced Core ETF (USDX) and Vanguard Intermediate-Term Bond Index ETF (BIV).
USDX and BIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USDX is an actively managed fund by Summit Global Investments. It was launched on Feb 28, 2024. BIV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 5–10 Year Government/Credit Float Adjusted Bond Index. It was launched on Apr 3, 2007.
Performance
USDX vs. BIV - Performance Comparison
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USDX vs. BIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
USDX SGI Enhanced Core ETF | 1.28% | 6.25% | 6.87% |
BIV Vanguard Intermediate-Term Bond Index ETF | -0.23% | 8.52% | 3.19% |
Returns By Period
In the year-to-date period, USDX achieves a 1.28% return, which is significantly higher than BIV's -0.23% return.
USDX
- 1D
- 0.14%
- 1M
- 0.84%
- YTD
- 1.28%
- 6M
- 3.10%
- 1Y
- 5.79%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BIV
- 1D
- 0.00%
- 1M
- -1.57%
- YTD
- -0.23%
- 6M
- 0.54%
- 1Y
- 4.69%
- 3Y*
- 3.99%
- 5Y*
- 0.54%
- 10Y*
- 2.04%
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USDX vs. BIV - Expense Ratio Comparison
USDX has a 0.98% expense ratio, which is higher than BIV's 0.03% expense ratio.
Return for Risk
USDX vs. BIV — Risk / Return Rank
USDX
BIV
USDX vs. BIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI Enhanced Core ETF (USDX) and Vanguard Intermediate-Term Bond Index ETF (BIV). 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.
| USDX | BIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.26 | 1.04 | +2.23 |
Sortino ratioReturn per unit of downside risk | 5.09 | 1.50 | +3.59 |
Omega ratioGain probability vs. loss probability | 1.83 | 1.18 | +0.64 |
Calmar ratioReturn relative to maximum drawdown | 6.24 | 1.74 | +4.50 |
Martin ratioReturn relative to average drawdown | 33.37 | 5.57 | +27.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USDX | BIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.26 | 1.04 | +2.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 4.44 | 0.65 | +3.79 |
Correlation
The correlation between USDX and BIV is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
USDX vs. BIV - Dividend Comparison
USDX's dividend yield for the trailing twelve months is around 5.62%, more than BIV's 4.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USDX SGI Enhanced Core ETF | 5.62% | 5.88% | 4.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIV Vanguard Intermediate-Term Bond Index ETF | 4.14% | 4.01% | 3.79% | 3.09% | 2.41% | 3.42% | 2.95% | 2.75% | 2.88% | 2.69% | 3.01% | 3.02% |
Drawdowns
USDX vs. BIV - Drawdown Comparison
The maximum USDX drawdown since its inception was -0.94%, smaller than the maximum BIV drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for USDX and BIV.
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Drawdown Indicators
| USDX | BIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.94% | -18.95% | +18.01% |
Max Drawdown (1Y)Largest decline over 1 year | -0.94% | -2.87% | +1.93% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.95% | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.03% | +2.03% |
Average DrawdownAverage peak-to-trough decline | -0.06% | -3.40% | +3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.18% | 0.90% | -0.72% |
Volatility
USDX vs. BIV - Volatility Comparison
The current volatility for SGI Enhanced Core ETF (USDX) is 0.48%, while Vanguard Intermediate-Term Bond Index ETF (BIV) has a volatility of 1.77%. This indicates that USDX experiences smaller price fluctuations and is considered to be less risky than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USDX | BIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.48% | 1.77% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 1.39% | 2.74% | -1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.78% | 4.55% | -2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.57% | 6.39% | -4.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.57% | 5.50% | -3.93% |