VBU.NEO vs. PLDI.TO
Compare and contrast key facts about Vanguard U.S. Aggregate Bond Index ETF (VBU.NEO) and PIMCO Low Duration Monthly Income Fund (Canada) (PLDI.TO).
VBU.NEO and PLDI.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VBU.NEO is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. Aggregate Float Adjusted Bond Index (CAD Hedged). It was launched on Jun 30, 2014.
Performance
VBU.NEO vs. PLDI.TO - Performance Comparison
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VBU.NEO vs. PLDI.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VBU.NEO Vanguard U.S. Aggregate Bond Index ETF | -0.88% | 1.31% | -2.90% | 4.56% | -13.69% | -2.10% | 7.24% | 6.22% |
PLDI.TO PIMCO Low Duration Monthly Income Fund (Canada) | -0.80% | 6.61% | 5.92% | 5.62% | -2.88% | 1.59% | 0.36% | 3.40% |
Returns By Period
In the year-to-date period, VBU.NEO achieves a -0.88% return, which is significantly lower than PLDI.TO's -0.80% return.
VBU.NEO
- 1D
- 0.28%
- 1M
- -2.10%
- YTD
- -0.88%
- 6M
- -1.47%
- 1Y
- -1.33%
- 3Y*
- -0.36%
- 5Y*
- -2.28%
- 10Y*
- 0.06%
PLDI.TO
- 1D
- -0.05%
- 1M
- -1.77%
- YTD
- -0.80%
- 6M
- 0.48%
- 1Y
- 3.72%
- 3Y*
- 5.59%
- 5Y*
- 2.99%
- 10Y*
- —
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VBU.NEO vs. PLDI.TO - Expense Ratio Comparison
Return for Risk
VBU.NEO vs. PLDI.TO — Risk / Return Rank
VBU.NEO
PLDI.TO
VBU.NEO vs. PLDI.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Aggregate Bond Index ETF (VBU.NEO) and PIMCO Low Duration Monthly Income Fund (Canada) (PLDI.TO). 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.
| VBU.NEO | PLDI.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.28 | 0.84 | -1.12 |
Sortino ratioReturn per unit of downside risk | -0.32 | 1.18 | -1.51 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.16 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.38 | 1.44 | -1.82 |
Martin ratioReturn relative to average drawdown | -0.84 | 4.78 | -5.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VBU.NEO | PLDI.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.28 | 0.84 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.37 | 1.00 | -1.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.99 | -0.89 |
Correlation
The correlation between VBU.NEO and PLDI.TO is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VBU.NEO vs. PLDI.TO - Dividend Comparison
VBU.NEO has not paid dividends to shareholders, while PLDI.TO's dividend yield for the trailing twelve months is around 4.28%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBU.NEO Vanguard U.S. Aggregate Bond Index ETF | 0.00% | 0.00% | 0.24% | 2.72% | 2.31% | 1.83% | 2.14% | 2.36% | 2.28% | 2.20% | 2.19% | 2.18% |
PLDI.TO PIMCO Low Duration Monthly Income Fund (Canada) | 4.28% | 4.37% | 7.04% | 5.80% | 3.29% | 2.04% | 4.71% | 2.49% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VBU.NEO vs. PLDI.TO - Drawdown Comparison
The maximum VBU.NEO drawdown since its inception was -19.38%, which is greater than PLDI.TO's maximum drawdown of -6.86%. Use the drawdown chart below to compare losses from any high point for VBU.NEO and PLDI.TO.
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Drawdown Indicators
| VBU.NEO | PLDI.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.38% | -6.86% | -12.52% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -2.55% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -5.45% | -13.01% |
Max Drawdown (10Y)Largest decline over 10 years | -19.38% | — | — |
Current DrawdownCurrent decline from peak | -14.39% | -1.82% | -12.57% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -0.79% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 0.77% | +0.65% |
Volatility
VBU.NEO vs. PLDI.TO - Volatility Comparison
Vanguard U.S. Aggregate Bond Index ETF (VBU.NEO) and PIMCO Low Duration Monthly Income Fund (Canada) (PLDI.TO) have volatilities of 1.59% and 1.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBU.NEO | PLDI.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 1.54% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 3.10% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.84% | 4.44% | +0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.25% | 4.72% | +1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.92% | 5.44% | +0.48% |