Correlation
The correlation between VBIMX and BIV is -0.18. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
VBIMX vs. BIV
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and Vanguard Intermediate-Term Bond ETF (BIV).
VBIMX is managed by Vanguard. It was launched on Jan 26, 2006. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIMX or BIV.
Performance
VBIMX vs. BIV - Performance Comparison
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Key characteristics
VBIMX:
1.09
BIV:
1.10
VBIMX:
1.49
BIV:
1.49
VBIMX:
1.17
BIV:
1.17
VBIMX:
0.44
BIV:
0.45
VBIMX:
2.48
BIV:
2.50
VBIMX:
2.22%
BIV:
2.22%
VBIMX:
5.59%
BIV:
5.50%
VBIMX:
-18.93%
BIV:
-18.95%
VBIMX:
-6.50%
BIV:
-6.34%
Returns By Period
In the year-to-date period, VBIMX achieves a 2.44% return, which is significantly lower than BIV's 2.70% return. Both investments have delivered pretty close results over the past 10 years, with VBIMX having a 1.89% annualized return and BIV not far behind at 1.80%.
VBIMX
2.44%
-0.63%
1.51%
5.94%
1.79%
-0.64%
1.89%
BIV
2.70%
-0.71%
1.53%
5.87%
1.88%
-0.65%
1.80%
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VBIMX vs. BIV - Expense Ratio Comparison
VBIMX has a 0.05% 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
VBIMX vs. BIV — Risk-Adjusted Performance Rank
VBIMX
BIV
VBIMX vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) 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
VBIMX vs. BIV - Dividend Comparison
VBIMX's dividend yield for the trailing twelve months is around 3.91%, more than BIV's 3.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares | 3.91% | 3.81% | 3.10% | 2.40% | 3.41% | 2.96% | 2.75% | 2.89% | 2.77% | 3.08% | 3.13% | 3.49% |
BIV Vanguard Intermediate-Term Bond ETF | 3.87% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Drawdowns
VBIMX vs. BIV - Drawdown Comparison
The maximum VBIMX drawdown since its inception was -18.93%, roughly equal to the maximum BIV drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for VBIMX and BIV.
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Volatility
VBIMX vs. BIV - Volatility Comparison
Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and Vanguard Intermediate-Term Bond ETF (BIV) have volatilities of 1.56% and 1.55%, 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.
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