VCRB vs. BAGSX
Compare and contrast key facts about Vanguard Core Bond ETF (VCRB) and Baird Aggregate Bond Fund (BAGSX).
VCRB is an actively managed fund by Vanguard. It was launched on Dec 14, 2023. BAGSX is managed by Baird. It was launched on Sep 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCRB or BAGSX.
Performance
VCRB vs. BAGSX - Performance Comparison
Returns By Period
In the year-to-date period, VCRB achieves a 2.58% return, which is significantly higher than BAGSX's 2.04% return.
VCRB
2.58%
-1.31%
3.26%
N/A
N/A
N/A
BAGSX
2.04%
-1.26%
3.07%
7.16%
-0.26%
1.49%
Key characteristics
| VCRB | BAGSX | |
|---|---|---|
| Daily Std Dev | 5.29% | 5.77% |
| Max Drawdown | -3.42% | -19.80% |
| Current Drawdown | -3.11% | -8.92% |
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VCRB vs. BAGSX - Expense Ratio Comparison
VCRB has a 0.10% expense ratio, which is lower than BAGSX's 0.55% expense ratio.
Correlation
The correlation between VCRB and BAGSX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
VCRB vs. BAGSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Core Bond ETF (VCRB) and Baird Aggregate Bond Fund (BAGSX). 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.
Not enough dataDividends
VCRB vs. BAGSX - Dividend Comparison
VCRB's dividend yield for the trailing twelve months is around 3.47%, which matches BAGSX's 3.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCRB Vanguard Core Bond ETF | 3.47% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BAGSX Baird Aggregate Bond Fund | 3.50% | 3.10% | 2.33% | 1.58% | 1.94% | 2.41% | 2.53% | 2.21% | 2.14% | 2.17% | 2.53% | 2.99% |
Drawdowns
VCRB vs. BAGSX - Drawdown Comparison
The maximum VCRB drawdown since its inception was -3.42%, smaller than the maximum BAGSX drawdown of -19.80%. Use the drawdown chart below to compare losses from any high point for VCRB and BAGSX. For additional features, visit the drawdowns tool.
Volatility
VCRB vs. BAGSX - Volatility Comparison
Vanguard Core Bond ETF (VCRB) and Baird Aggregate Bond Fund (BAGSX) have volatilities of 1.49% and 1.56%, 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.