Correlation
The correlation between USVN and BIV is 0.09, 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.
USVN vs. BIV
Compare and contrast key facts about US Treasury 7 Year Note ETF (USVN) and Vanguard Intermediate-Term Bond ETF (BIV).
USVN and BIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USVN is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA Current 7-Year US Treasury Index - Benchmark TR Gross. It was launched on Mar 27, 2023. BIV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5. It was launched on Apr 3, 2007. Both USVN and BIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USVN or BIV.
Performance
USVN vs. BIV - Performance Comparison
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Key characteristics
USVN:
1.12
BIV:
1.33
USVN:
1.64
BIV:
1.94
USVN:
1.19
BIV:
1.23
USVN:
1.09
BIV:
0.59
USVN:
2.36
BIV:
3.28
USVN:
2.69%
BIV:
2.22%
USVN:
5.76%
BIV:
5.49%
USVN:
-8.27%
BIV:
-18.95%
USVN:
-1.29%
BIV:
-5.52%
Returns By Period
The year-to-date returns for both stocks are quite close, with USVN having a 3.67% return and BIV slightly lower at 3.60%.
USVN
3.67%
-0.65%
1.81%
5.97%
N/A
N/A
N/A
BIV
3.60%
-0.12%
1.89%
6.74%
2.17%
-0.59%
1.97%
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USVN vs. BIV - Expense Ratio Comparison
USVN has a 0.15% expense ratio, which is higher than BIV's 0.04% 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
USVN vs. BIV — Risk-Adjusted Performance Rank
USVN
BIV
USVN vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 7 Year Note ETF (USVN) and Vanguard Intermediate-Term Bond 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.
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Dividends
USVN vs. BIV - Dividend Comparison
USVN's dividend yield for the trailing twelve months is around 4.06%, more than BIV's 3.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USVN US Treasury 7 Year Note ETF | 4.06% | 4.07% | 2.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIV Vanguard Intermediate-Term Bond ETF | 3.84% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Drawdowns
USVN vs. BIV - Drawdown Comparison
The maximum USVN drawdown since its inception was -8.27%, smaller than the maximum BIV drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for USVN and BIV.
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Volatility
USVN vs. BIV - Volatility Comparison
US Treasury 7 Year Note ETF (USVN) has a higher volatility of 1.75% compared to Vanguard Intermediate-Term Bond ETF (BIV) at 1.60%. This indicates that USVN's price experiences larger fluctuations and is considered to be riskier than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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