Correlation
The correlation between VFICX and BIV is -0.18. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
VFICX vs. BIV
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) and Vanguard Intermediate-Term Bond ETF (BIV).
VFICX is managed by Vanguard. It was launched on Nov 1, 1993. BIV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFICX or BIV.
Performance
VFICX vs. BIV - Performance Comparison
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Key characteristics
VFICX:
1.46
BIV:
1.36
VFICX:
1.92
BIV:
1.74
VFICX:
1.23
BIV:
1.20
VFICX:
0.72
BIV:
0.53
VFICX:
3.86
BIV:
2.94
VFICX:
1.85%
BIV:
2.22%
VFICX:
5.53%
BIV:
5.51%
VFICX:
-20.24%
BIV:
-18.95%
VFICX:
-2.67%
BIV:
-5.77%
Returns By Period
In the year-to-date period, VFICX achieves a 2.80% return, which is significantly lower than BIV's 3.33% return. Over the past 10 years, VFICX has outperformed BIV with an annualized return of 2.53%, while BIV has yielded a comparatively lower 1.89% annualized return.
VFICX
2.80%
-0.06%
2.06%
8.03%
3.30%
0.56%
2.53%
BIV
3.33%
-0.65%
1.99%
7.41%
1.82%
-0.64%
1.89%
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VFICX vs. BIV - Expense Ratio Comparison
VFICX has a 0.20% expense ratio, which is higher than BIV's 0.04% 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
VFICX vs. BIV — Risk-Adjusted Performance Rank
VFICX
BIV
VFICX vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) and Vanguard Intermediate-Term Bond ETF (BIV). 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.
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Dividends
VFICX vs. BIV - Dividend Comparison
VFICX's dividend yield for the trailing twelve months is around 4.67%, more than BIV's 3.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFICX Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | 4.67% | 4.58% | 3.81% | 3.09% | 3.91% | 5.71% | 3.04% | 3.21% | 2.96% | 3.83% | 3.54% | 4.05% |
BIV Vanguard Intermediate-Term Bond ETF | 3.85% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Drawdowns
VFICX vs. BIV - Drawdown Comparison
The maximum VFICX drawdown since its inception was -20.24%, which is greater than BIV's maximum drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for VFICX and BIV.
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Volatility
VFICX vs. BIV - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) and Vanguard Intermediate-Term Bond ETF (BIV) have volatilities of 1.61% and 1.58%, 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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