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VBND vs. SPY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VBND vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vident U.S. Bond Strategy ETF (VBND) and State Street SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VBND achieves a 0.39% return, which is significantly lower than SPY's 9.74% return. Over the past 10 years, VBND has underperformed SPY with an annualized return of 1.54%, while SPY has yielded a comparatively higher 15.70% annualized return.


VBND

1D
-0.39%
1M
0.94%
YTD
0.39%
6M
1.07%
1Y
4.94%
3Y*
4.62%
5Y*
0.37%
10Y*
1.54%

SPY

1D
-0.31%
1M
0.09%
YTD
9.74%
6M
9.27%
1Y
26.65%
3Y*
21.27%
5Y*
13.51%
10Y*
15.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VBND vs. SPY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VBND
Vident U.S. Bond Strategy ETF
0.39%7.31%1.26%8.16%-14.18%-0.43%5.37%9.50%-0.96%3.15%
SPY
State Street SPDR S&P 500 ETF
9.74%17.72%24.89%26.18%-18.18%28.73%18.33%31.22%-4.57%21.71%

Correlation

The correlation between VBND and SPY is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.31

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

0.23

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

0.16

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

0.07

Correlation (All Time)
Calculated using the full available price history since Oct 16, 2014

0.02

Over the past year, VBND and SPY have become more correlated (0.31) than their long-term average of 0.02, meaning their price movements have been converging.

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Return for Risk

VBND vs. SPY — Risk / Return Rank

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

VBND
VBND Risk / Return Rank: 3333
Overall Rank
VBND Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
VBND Sortino Ratio Rank: 3535
Sortino Ratio Rank
VBND Omega Ratio Rank: 3030
Omega Ratio Rank
VBND Calmar Ratio Rank: 3636
Calmar Ratio Rank
VBND Martin Ratio Rank: 3333
Martin Ratio Rank

SPY
SPY Risk / Return Rank: 6868
Overall Rank
SPY Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
SPY Sortino Ratio Rank: 6666
Sortino Ratio Rank
SPY Omega Ratio Rank: 6868
Omega Ratio Rank
SPY Calmar Ratio Rank: 6363
Calmar Ratio Rank
SPY Martin Ratio Rank: 7474
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.

VBND vs. SPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vident U.S. Bond Strategy ETF (VBND) and State Street SPDR S&P 500 ETF (SPY). 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.


VBNDSPYDifference
Sharpe ratioReturn per unit of total volatility

-0.99

Sortino ratioReturn per unit of downside risk

-1.15

Omega ratioGain probability vs. loss probability

1.20

1.39

-0.19

Calmar ratioReturn relative to maximum drawdown

1.76

3.01

-1.26

Martin ratioReturn relative to average drawdown

4.66

13.54

-8.87

VBND vs. SPY - Sharpe Ratio Comparison

The current VBND Sharpe Ratio is 1.17, which is lower than the SPY Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of VBND and SPY, 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

VBND vs. SPY - Drawdown Comparison

The maximum VBND drawdown since its inception was -18.97%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VBND and SPY.


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Drawdown Indicators


VBNDSPYDifference

Max Drawdown

Largest peak-to-trough decline

-18.97%

-55.19%

+36.22%

Max Drawdown (1Y)

Largest decline over 1 year

-2.82%

-8.88%

+6.06%

Max Drawdown (3Y)

Largest decline over 3 years

-4.60%

-18.76%

+14.16%

Max Drawdown (5Y)

Largest decline over 5 years

-18.97%

-24.50%

+5.53%

Max Drawdown (10Y)

Largest decline over 10 years

-18.97%

-33.72%

+14.75%

Current Drawdown

Current decline from peak

-0.88%

-1.75%

+0.87%

Average Drawdown

Average peak-to-trough decline

-4.20%

-9.04%

+4.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.06%

1.97%

-0.91%

Volatility

VBND vs. SPY - Volatility Comparison

The current volatility for Vident U.S. Bond Strategy ETF (VBND) is 1.08%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 4.64%. This indicates that VBND experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VBNDSPYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.08%

4.64%

-3.56%

Volatility (6M)

Calculated over the trailing 6-month period

2.96%

9.75%

-6.79%

Volatility (1Y)

Calculated over the trailing 1-year period

4.26%

12.43%

-8.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.11%

17.14%

-11.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.46%

17.99%

-12.53%

VBND vs. SPY - Expense Ratio Comparison

VBND has a 0.41% expense ratio, which is higher than SPY's 0.09% expense ratio.


Dividends

VBND vs. SPY - Dividend Comparison

VBND's dividend yield for the trailing twelve months is around 4.26%, more than SPY's 1.01% yield.


PositionTTM20252024202320222021202020192018201720162015
SPY
State Street SPDR S&P 500 ETF
1.01%1.07%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%
VBND
Vident U.S. Bond Strategy ETF
4.26%4.22%4.41%3.88%2.55%1.56%1.98%3.14%2.82%2.00%3.12%1.49%

Frequently Asked Questions


VBND and SPY have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPY has higher volatility (4.64%) compared to VBND (1.08%). In terms of maximum drawdown, VBND dropped -18.97% vs SPY's -55.19%.

On 10-year performance, SPY leads with 15.70% vs 1.54% for VBND. On fees, SPY is cheaper at 0.09% per year. On volatility, VBND has been the lower-risk option at 1.08%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SPY has performed better with a 15.70% return vs 1.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPY is cheaper with a 0.09% expense ratio, compared with 0.41% for VBND.

VBND has the higher dividend yield at 4.26%, compared with 1.01% for SPY.

VBND is categorized as Intermediate Core-Plus Bond, while SPY is S&P 500. VBND tracks Vident Core U.S. Bond Strategy Index, while SPY tracks S&P 500 Index. They also come from different issuers: Vident and State Street. Their fees differ too: 0.41% for VBND and 0.09% for SPY.

SPY currently has the higher Sharpe Ratio (2.16 vs 1.17), 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

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