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VPLS vs. BAGSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

VPLS vs. BAGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Core-Plus Bond ETF (VPLS) and Baird Aggregate Bond Fund (BAGSX). The values are adjusted to include any dividend payments, if applicable.

0.00%2.00%4.00%6.00%8.00%JuneJulyAugustSeptemberOctoberNovember
3.93%
3.38%
VPLS
BAGSX

Returns By Period

In the year-to-date period, VPLS achieves a 3.05% return, which is significantly higher than BAGSX's 1.94% return.


VPLS

YTD

3.05%

1M

-0.58%

6M

3.93%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

BAGSX

YTD

1.94%

1M

-0.68%

6M

3.38%

1Y

6.94%

5Y (annualized)

-0.28%

10Y (annualized)

1.47%

Key characteristics


VPLSBAGSX
Daily Std Dev5.13%5.77%
Max Drawdown-3.08%-19.80%
Current Drawdown-2.83%-9.01%

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VPLS vs. BAGSX - Expense Ratio Comparison

VPLS has a 0.20% expense ratio, which is lower than BAGSX's 0.55% expense ratio.


BAGSX
Baird Aggregate Bond Fund
Expense ratio chart for BAGSX: current value at 0.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.55%
Expense ratio chart for VPLS: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%

Correlation

-0.50.00.51.01.0

The correlation between VPLS and BAGSX is 0.96, 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

VPLS vs. BAGSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Core-Plus Bond ETF (VPLS) 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.


Sharpe ratio
No data
VPLS
BAGSX

Chart placeholderNot enough data

Dividends

VPLS vs. BAGSX - Dividend Comparison

VPLS's dividend yield for the trailing twelve months is around 3.85%, more than BAGSX's 3.50% yield.


TTM20232022202120202019201820172016201520142013
VPLS
Vanguard Core-Plus Bond ETF
3.85%0.18%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

VPLS vs. BAGSX - Drawdown Comparison

The maximum VPLS drawdown since its inception was -3.08%, smaller than the maximum BAGSX drawdown of -19.80%. Use the drawdown chart below to compare losses from any high point for VPLS and BAGSX. For additional features, visit the drawdowns tool.


-4.00%-3.00%-2.00%-1.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.83%
-3.41%
VPLS
BAGSX

Volatility

VPLS vs. BAGSX - Volatility Comparison

The current volatility for Vanguard Core-Plus Bond ETF (VPLS) is 1.29%, while Baird Aggregate Bond Fund (BAGSX) has a volatility of 1.55%. This indicates that VPLS experiences smaller price fluctuations and is considered to be less risky than BAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.20%1.40%1.60%1.80%JuneJulyAugustSeptemberOctoberNovember
1.29%
1.55%
VPLS
BAGSX