VBMFX vs. PFM

In the year-to-date period, VBMFX achieves a 2.10% return, which is significantly higher than PFM's -0.88% return. Over the past 10 years, VBMFX has underperformed PFM with an annualized return of 1.42%, while PFM has yielded a comparatively higher 10.03% annualized return.

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VBMFX has a 0.15% expense ratio, which is lower than PFM's 0.53% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund (VBMFX) and Invesco Dividend Achievers™ ETF (PFM). 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.

The current VBMFX Sharpe Ratio is 0.96, which is higher than the PFM Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of VBMFX and PFM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBMFX's dividend yield for the trailing twelve months is around 3.66%, more than PFM's 1.60% yield.

The maximum VBMFX drawdown since its inception was -18.86%, smaller than the maximum PFM drawdown of -53.22%. Use the drawdown chart below to compare losses from any high point for VBMFX and PFM. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Total Bond Market Index Fund (VBMFX) is 1.61%, while Invesco Dividend Achievers™ ETF (PFM) has a volatility of 5.45%. This indicates that VBMFX experiences smaller price fluctuations and is considered to be less risky than PFM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.