VCRB vs. BAGSX

In the year-to-date period, VCRB achieves a 2.61% return, which is significantly higher than BAGSX's 2.04% return.

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VCRB has a 0.10% expense ratio, which is lower than BAGSX's 0.55% expense ratio.

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.

The current VCRB Sharpe Ratio is 1.21, which is comparable to the BAGSX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of VCRB and BAGSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VCRB's dividend yield for the trailing twelve months is around 4.32%, more than BAGSX's 3.39% yield.

The maximum VCRB drawdown since its inception was -4.59%, smaller than the maximum BAGSX drawdown of -18.97%. Use the drawdown chart below to compare losses from any high point for VCRB and BAGSX.

Vanguard Core Bond ETF (VCRB) and Baird Aggregate Bond Fund (BAGSX) have volatilities of 1.45% 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.