Correlation
The correlation between VCORX and BNDW is 0.02, 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.
VCORX vs. BNDW
Compare and contrast key facts about Vanguard Core Bond Fund Investor Shares (VCORX) and Vanguard Total World Bond ETF (BNDW).
VCORX is managed by Vanguard. It was launched on Mar 28, 2016. 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: VCORX or BNDW.
Performance
VCORX vs. BNDW - Performance Comparison
Loading data...
Key characteristics
VCORX:
1.14
BNDW:
1.46
VCORX:
1.68
BNDW:
2.09
VCORX:
1.20
BNDW:
1.25
VCORX:
0.48
BNDW:
0.59
VCORX:
2.99
BNDW:
5.22
VCORX:
1.97%
BNDW:
1.18%
VCORX:
5.22%
BNDW:
4.28%
VCORX:
-19.06%
BNDW:
-17.22%
VCORX:
-6.76%
BNDW:
-4.45%
Returns By Period
In the year-to-date period, VCORX achieves a 2.39% return, which is significantly higher than BNDW's 2.05% return.
VCORX
2.39%
-0.56%
0.66%
5.50%
1.73%
-0.81%
N/A
BNDW
2.05%
-0.16%
0.82%
5.93%
2.20%
-0.45%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VCORX vs. BNDW - Expense Ratio Comparison
VCORX has a 0.20% expense ratio, which is higher than BNDW's 0.06% expense ratio. However, 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
VCORX vs. BNDW — Risk-Adjusted Performance Rank
VCORX
BNDW
VCORX vs. BNDW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Core Bond Fund Investor Shares (VCORX) 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.
Loading data...
Dividends
VCORX vs. BNDW - Dividend Comparison
VCORX's dividend yield for the trailing twelve months is around 4.27%, more than BNDW's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCORX Vanguard Core Bond Fund Investor Shares | 4.27% | 4.56% | 3.99% | 2.91% | 1.19% | 2.95% | 2.92% | 2.99% | 2.09% | 2.47% |
BNDW Vanguard Total World Bond ETF | 3.99% | 3.90% | 3.73% | 2.02% | 2.58% | 1.56% | 3.05% | 1.66% | 0.00% | 0.00% |
Drawdowns
VCORX vs. BNDW - Drawdown Comparison
The maximum VCORX drawdown since its inception was -19.06%, which is greater than BNDW's maximum drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for VCORX and BNDW.
Loading data...
Volatility
VCORX vs. BNDW - Volatility Comparison
Vanguard Core Bond Fund Investor Shares (VCORX) and Vanguard Total World Bond ETF (BNDW) have volatilities of 1.41% and 1.39%, 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.
Loading data...