VBMPX vs. BND
Compare and contrast key facts about Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) and Vanguard Total Bond Market ETF (BND).
VBMPX is managed by Vanguard. It was launched on Feb 5, 2010. 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: VBMPX or BND.
Correlation
The correlation between VBMPX and BND is -0.12. 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.
Performance
VBMPX vs. BND - Performance Comparison
Key characteristics
VBMPX:
1.26
BND:
1.33
VBMPX:
1.89
BND:
1.93
VBMPX:
1.23
BND:
1.23
VBMPX:
0.49
BND:
0.52
VBMPX:
3.20
BND:
3.43
VBMPX:
2.09%
BND:
2.05%
VBMPX:
5.31%
BND:
5.31%
VBMPX:
-18.99%
BND:
-18.84%
VBMPX:
-7.35%
BND:
-6.87%
Returns By Period
In the year-to-date period, VBMPX achieves a 2.12% return, which is significantly lower than BND's 2.74% return. Both investments have delivered pretty close results over the past 10 years, with VBMPX having a 1.40% annualized return and BND not far ahead at 1.46%.
VBMPX
2.12%
0.42%
1.59%
7.02%
-0.86%
1.40%
BND
2.74%
0.71%
1.94%
7.37%
-0.77%
1.46%
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VBMPX vs. BND - Expense Ratio Comparison
Both VBMPX and BND have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VBMPX vs. BND — Risk-Adjusted Performance Rank
VBMPX
BND
VBMPX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) 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
VBMPX vs. BND - Dividend Comparison
VBMPX's dividend yield for the trailing twelve months is around 3.39%, less than BND's 3.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | 3.39% | 3.69% | 3.12% | 2.55% | 1.93% | 2.25% | 2.74% | 2.78% | 2.55% | 2.50% | 2.52% | 2.58% |
BND Vanguard Total Bond Market ETF | 3.69% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
VBMPX vs. BND - Drawdown Comparison
The maximum VBMPX drawdown since its inception was -18.99%, roughly equal to the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for VBMPX and BND. For additional features, visit the drawdowns tool.
Volatility
VBMPX vs. BND - Volatility Comparison
The current volatility for Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) is 2.02%, while Vanguard Total Bond Market ETF (BND) has a volatility of 2.19%. This indicates that VBMPX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.