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

Performance

VPLS vs. FXNAX - Performance Comparison

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

0.00%2.00%4.00%6.00%8.00%JuneJulyAugustSeptemberOctoberNovember
3.91%
3.21%
VPLS
FXNAX

Returns By Period

In the year-to-date period, VPLS achieves a 3.04% return, which is significantly higher than FXNAX's 1.62% return.


VPLS

YTD

3.04%

1M

-0.37%

6M

3.91%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

FXNAX

YTD

1.62%

1M

-0.58%

6M

3.21%

1Y

6.17%

5Y (annualized)

-0.52%

10Y (annualized)

1.25%

Key characteristics


VPLSFXNAX
Daily Std Dev5.12%5.69%
Max Drawdown-3.08%-19.64%
Current Drawdown-2.84%-10.08%

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VPLS vs. FXNAX - Expense Ratio Comparison

VPLS has a 0.20% expense ratio, which is higher than FXNAX's 0.03% 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%.


VPLS
Vanguard Core-Plus Bond ETF
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%
Expense ratio chart for FXNAX: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Correlation

-0.50.00.51.01.0

The correlation between VPLS and FXNAX 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. FXNAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Core-Plus Bond ETF (VPLS) and Fidelity U.S. Bond Index Fund (FXNAX). 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
FXNAX

Chart placeholderNot enough data

Dividends

VPLS vs. FXNAX - Dividend Comparison

VPLS's dividend yield for the trailing twelve months is around 3.85%, more than FXNAX's 3.32% 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%
FXNAX
Fidelity U.S. Bond Index Fund
3.32%2.92%2.41%1.81%2.10%2.69%2.74%2.52%2.52%2.69%2.59%2.39%

Drawdowns

VPLS vs. FXNAX - Drawdown Comparison

The maximum VPLS drawdown since its inception was -3.08%, smaller than the maximum FXNAX drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for VPLS and FXNAX. For additional features, visit the drawdowns tool.


-4.00%-3.00%-2.00%-1.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.84%
-3.65%
VPLS
FXNAX

Volatility

VPLS vs. FXNAX - Volatility Comparison

The current volatility for Vanguard Core-Plus Bond ETF (VPLS) is 1.26%, while Fidelity U.S. Bond Index Fund (FXNAX) has a volatility of 1.44%. This indicates that VPLS experiences smaller price fluctuations and is considered to be less risky than FXNAX 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
1.26%
1.44%
VPLS
FXNAX