VCPAX vs. BND

In the year-to-date period, VCPAX achieves a 1.95% return, which is significantly higher than BND's 1.68% return.

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VCPAX has a 0.20% expense ratio, which is higher than BND's 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Core-Plus Bond Fund Admiral Shares (VCPAX) 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.

The current VCPAX Sharpe Ratio is 1.14, which is comparable to the BND Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of VCPAX and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VCPAX's dividend yield for the trailing twelve months is around 4.90%, more than BND's 3.77% yield.

The maximum VCPAX drawdown since its inception was -17.25%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for VCPAX and BND.

The current volatility for Vanguard Core-Plus Bond Fund Admiral Shares (VCPAX) is 1.24%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.45%. This indicates that VCPAX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.