VICSX vs. BAR
Compare and contrast key facts about Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX) and GraniteShares Gold Shares (BAR).
VICSX is managed by Vanguard. It was launched on Mar 2, 2010. BAR is a passively managed fund by GraniteShares that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Aug 31, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VICSX or BAR.
Key characteristics
| VICSX | BAR | |
|---|---|---|
| YTD Return | 3.36% | 24.57% |
| 1Y Return | 9.66% | 30.73% |
| 3Y Return (Ann) | -1.28% | 11.12% |
| 5Y Return (Ann) | 0.85% | 11.72% |
| Sharpe Ratio | 1.96 | 2.18 |
| Sortino Ratio | 2.97 | 2.91 |
| Omega Ratio | 1.36 | 1.38 |
| Calmar Ratio | 0.77 | 4.17 |
| Martin Ratio | 8.44 | 13.85 |
| Ulcer Index | 1.33% | 2.31% |
| Daily Std Dev | 5.71% | 14.68% |
| Max Drawdown | -21.03% | -21.53% |
| Current Drawdown | -5.83% | -7.67% |
Correlation
The correlation between VICSX and BAR is 0.39, 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.
Performance
VICSX vs. BAR - Performance Comparison
In the year-to-date period, VICSX achieves a 3.36% return, which is significantly lower than BAR's 24.57% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VICSX vs. BAR - Expense Ratio Comparison
VICSX has a 0.07% expense ratio, which is lower than BAR's 0.17% expense ratio. Despite the difference, 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
VICSX vs. BAR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX) and GraniteShares Gold Shares (BAR). 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.
Dividends
VICSX vs. BAR - Dividend Comparison
VICSX's dividend yield for the trailing twelve months is around 4.27%, while BAR has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VICSX Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares | 4.27% | 3.70% | 3.00% | 2.20% | 2.56% | 3.36% | 3.62% | 3.22% | 3.30% | 3.36% | 3.20% | 3.26% |
BAR GraniteShares Gold Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VICSX vs. BAR - Drawdown Comparison
The maximum VICSX drawdown since its inception was -21.03%, roughly equal to the maximum BAR drawdown of -21.53%. Use the drawdown chart below to compare losses from any high point for VICSX and BAR. For additional features, visit the drawdowns tool.
Volatility
VICSX vs. BAR - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX) is 1.57%, while GraniteShares Gold Shares (BAR) has a volatility of 5.50%. This indicates that VICSX experiences smaller price fluctuations and is considered to be less risky than BAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.