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VBMPX vs. BND
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VBMPX vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VBMPX achieves a 0.43% return, which is significantly higher than BND's 0.38% return. Both investments have delivered pretty close results over the past 10 years, with VBMPX having a 1.57% annualized return and BND not far behind at 1.55%.


VBMPX

1D
0.31%
1M
0.97%
YTD
0.43%
6M
0.77%
1Y
4.70%
3Y*
4.10%
5Y*
0.03%
10Y*
1.57%

BND

1D
-0.27%
1M
0.53%
YTD
0.38%
6M
0.45%
1Y
4.37%
3Y*
3.92%
5Y*
0.04%
10Y*
1.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VBMPX vs. BND - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VBMPX
Vanguard Total Bond Market Index Fund Institutional Plus Shares
0.43%7.18%1.27%5.75%-13.14%-1.95%7.75%8.74%-0.24%3.58%
BND
Vanguard Total Bond Market ETF
0.38%7.08%1.38%5.65%-13.11%-1.86%7.71%8.84%-0.12%3.57%

Correlation

The correlation between VBMPX and BND is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.95

Correlation (5Y)
Calculated over the trailing 5-year period

0.96

Correlation (10Y)
Calculated over the trailing 10-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Feb 5, 2010

0.92

The correlation between VBMPX and BND has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.

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Return for Risk

VBMPX vs. BND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VBMPX
VBMPX Risk / Return Rank: 2121
Overall Rank
VBMPX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
VBMPX Sortino Ratio Rank: 2222
Sortino Ratio Rank
VBMPX Omega Ratio Rank: 1919
Omega Ratio Rank
VBMPX Calmar Ratio Rank: 2222
Calmar Ratio Rank
VBMPX Martin Ratio Rank: 1919
Martin Ratio Rank

BND
BND Risk / Return Rank: 3333
Overall Rank
BND Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
BND Sortino Ratio Rank: 3434
Sortino Ratio Rank
BND Omega Ratio Rank: 3131
Omega Ratio Rank
BND Calmar Ratio Rank: 3333
Calmar Ratio Rank
BND Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VBMPX vs. BND - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VBMPXBNDDifference
Sharpe ratioReturn per unit of total volatility

+0.04

Sortino ratioReturn per unit of downside risk

+0.06

Omega ratioGain probability vs. loss probability

1.21

1.21

+0.01

Calmar ratioReturn relative to maximum drawdown

1.64

1.64

0.00

Martin ratioReturn relative to average drawdown

4.65

4.69

-0.04

VBMPX vs. BND - Sharpe Ratio Comparison

The current VBMPX Sharpe Ratio is 1.21, which is comparable to the BND Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of VBMPX and BND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VBMPX vs. BND - Drawdown Comparison

The maximum VBMPX drawdown since its inception was -18.90%, roughly equal to the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for VBMPX and BND.


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Drawdown Indicators


VBMPXBNDDifference

Max Drawdown

Largest peak-to-trough decline

-18.90%

-18.58%

-0.32%

Max Drawdown (1Y)

Largest decline over 1 year

-2.89%

-2.68%

-0.21%

Max Drawdown (3Y)

Largest decline over 3 years

-5.99%

-5.92%

-0.07%

Max Drawdown (5Y)

Largest decline over 5 years

-18.12%

-17.91%

-0.21%

Max Drawdown (10Y)

Largest decline over 10 years

-18.90%

-18.58%

-0.32%

Current Drawdown

Current decline from peak

-2.23%

-2.26%

+0.03%

Average Drawdown

Average peak-to-trough decline

-3.53%

-3.06%

-0.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.01%

0.93%

+0.08%

Volatility

VBMPX vs. BND - Volatility Comparison

Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) has a higher volatility of 1.21% compared to Vanguard Total Bond Market ETF (BND) at 1.08%. This indicates that VBMPX's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VBMPXBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.21%

1.08%

+0.13%

Volatility (6M)

Calculated over the trailing 6-month period

2.86%

2.77%

+0.09%

Volatility (1Y)

Calculated over the trailing 1-year period

3.90%

3.74%

+0.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.02%

6.03%

-0.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.99%

5.54%

-0.55%

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%.


Dividends

VBMPX vs. BND - Dividend Comparison

VBMPX's dividend yield for the trailing twelve months is around 4.00%, more than BND's 3.96% yield.


PositionTTM20252024202320222021202020192018201720162015
BND
Vanguard Total Bond Market ETF
3.96%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%
VBMPX
Vanguard Total Bond Market Index Fund Institutional Plus Shares
4.00%3.88%3.69%3.11%2.61%1.81%2.41%2.75%2.58%2.58%2.55%2.85%

Frequently Asked Questions


With a correlation of 0.92, VBMPX and BND move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VBMPX has higher volatility (1.21%) compared to BND (1.08%). In terms of maximum drawdown, VBMPX dropped -18.90% vs BND's -18.58%.

VBMPX currently has the higher Sharpe Ratio (1.21 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for VBMPX and BND

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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