VBTIX vs. BNDW
Compare and contrast key facts about Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) and Vanguard Total World Bond ETF (BNDW).
VBTIX is managed by Vanguard. It was launched on Sep 18, 1995. BNDW is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Barclays Global Aggregate Float Adjusted TR Index. It was launched on Sep 4, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBTIX or BNDW.
Correlation
The correlation between VBTIX and BNDW is -0.01. 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
VBTIX vs. BNDW - Performance Comparison
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Key characteristics
VBTIX:
0.86
BNDW:
1.18
VBTIX:
1.23
BNDW:
1.63
VBTIX:
1.15
BNDW:
1.19
VBTIX:
0.34
BNDW:
0.46
VBTIX:
2.08
BNDW:
4.08
VBTIX:
2.10%
BNDW:
1.16%
VBTIX:
5.35%
BNDW:
4.26%
VBTIX:
-19.01%
BNDW:
-17.22%
VBTIX:
-8.13%
BNDW:
-5.22%
Returns By Period
The year-to-date returns for both stocks are quite close, with VBTIX having a 1.28% return and BNDW slightly lower at 1.22%.
VBTIX
1.28%
0.32%
1.19%
4.60%
-1.07%
1.35%
BNDW
1.22%
0.46%
1.42%
5.02%
-0.49%
N/A
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VBTIX vs. BNDW - Expense Ratio Comparison
VBTIX has a 0.04% expense ratio, which is lower than BNDW's 0.06% expense ratio. Despite the difference, 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
VBTIX vs. BNDW — Risk-Adjusted Performance Rank
VBTIX
BNDW
VBTIX vs. BNDW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) and Vanguard Total World Bond ETF (BNDW). 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
VBTIX vs. BNDW - Dividend Comparison
VBTIX's dividend yield for the trailing twelve months is around 3.80%, less than BNDW's 4.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.80% | 3.69% | 3.12% | 2.54% | 1.91% | 2.25% | 2.74% | 2.78% | 2.53% | 2.49% | 2.51% | 2.57% |
BNDW Vanguard Total World Bond ETF | 4.02% | 3.90% | 3.73% | 2.02% | 2.58% | 1.56% | 3.05% | 1.66% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VBTIX vs. BNDW - Drawdown Comparison
The maximum VBTIX drawdown since its inception was -19.01%, which is greater than BNDW's maximum drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for VBTIX and BNDW. For additional features, visit the drawdowns tool.
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Volatility
VBTIX vs. BNDW - Volatility Comparison
Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) has a higher volatility of 1.55% compared to Vanguard Total World Bond ETF (BNDW) at 1.23%. This indicates that VBTIX's price experiences larger fluctuations and is considered to be riskier than BNDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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