WFBIX vs. BIMIX
WFBIX (iShares U.S. Aggregate Bond Index Fund) and BIMIX (Baird Intermediate Bond Fund Class Institutional) are both Intermediate Core Bond funds. Over the past 10 years, WFBIX returned 1.94%/yr vs 2.14%/yr for BIMIX. Their correlation of 0.91 suggests significant overlap in exposure. WFBIX charges 0.05%/yr vs 0.30%/yr for BIMIX.
Performance
WFBIX vs. BIMIX - Performance Comparison
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Returns By Period
In the year-to-date period, WFBIX achieves a 0.21% return, which is significantly higher than BIMIX's -0.15% return. Over the past 10 years, WFBIX has underperformed BIMIX with an annualized return of 1.94%, while BIMIX has yielded a comparatively higher 2.14% annualized return.
WFBIX
- 1D
- -0.22%
- 1M
- 0.11%
- YTD
- 0.21%
- 6M
- 0.32%
- 1Y
- 4.53%
- 3Y*
- 5.26%
- 5Y*
- 0.87%
- 10Y*
- 1.94%
BIMIX
- 1D
- -0.10%
- 1M
- -0.03%
- YTD
- -0.15%
- 6M
- 0.05%
- 1Y
- 3.55%
- 3Y*
- 4.51%
- 5Y*
- 1.16%
- 10Y*
- 2.14%
WFBIX vs. BIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFBIX iShares U.S. Aggregate Bond Index Fund | 0.21% | 7.16% | 1.43% | 9.65% | -13.03% | -1.79% | 7.40% | 8.72% | -0.08% | 3.39% |
BIMIX Baird Intermediate Bond Fund Class Institutional | -0.15% | 6.69% | 3.45% | 5.78% | -8.64% | -1.41% | 7.42% | 7.05% | 0.58% | 2.74% |
Correlation
The correlation between WFBIX and BIMIX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2000 | 0.91 |
The correlation between WFBIX and BIMIX has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
WFBIX vs. BIMIX — Risk / Return Rank
WFBIX
BIMIX
WFBIX vs. BIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aggregate Bond Index Fund (WFBIX) and Baird Intermediate Bond Fund Class Institutional (BIMIX). 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.
| WFBIX | BIMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.87 | -0.16 |
| Martin ratioReturn relative to average drawdown | 5.08 | 5.39 | -0.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WFBIX | BIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.55 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.30 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.66 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 1.17 | -0.23 |
Drawdowns
WFBIX vs. BIMIX - Drawdown Comparison
The maximum WFBIX drawdown since its inception was -18.68%, which is greater than BIMIX's maximum drawdown of -12.76%. Use the drawdown chart below to compare losses from any high point for WFBIX and BIMIX.
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Drawdown Indicators
| WFBIX | BIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.68% | -12.76% | -5.92% |
Max Drawdown (1Y)Largest decline over 1 year | -3.02% | -2.07% | -0.95% |
Max Drawdown (3Y)Largest decline over 3 years | -6.09% | -2.44% | -3.65% |
Max Drawdown (5Y)Largest decline over 5 years | -17.84% | -12.76% | -5.08% |
Max Drawdown (10Y)Largest decline over 10 years | -18.68% | -12.76% | -5.92% |
Current DrawdownCurrent decline from peak | -1.71% | -1.42% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -2.26% | -1.48% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 0.71% | +0.30% |
Volatility
WFBIX vs. BIMIX - Volatility Comparison
iShares U.S. Aggregate Bond Index Fund (WFBIX) has a higher volatility of 1.31% compared to Baird Intermediate Bond Fund Class Institutional (BIMIX) at 0.74%. This indicates that WFBIX's price experiences larger fluctuations and is considered to be riskier than BIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFBIX | BIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 0.74% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 1.71% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | 2.49% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.40% | 3.88% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 3.25% | +1.92% |
WFBIX vs. BIMIX - Expense Ratio Comparison
WFBIX has a 0.05% expense ratio, which is lower than BIMIX's 0.30% expense ratio.
Dividends
WFBIX vs. BIMIX - Dividend Comparison
WFBIX's dividend yield for the trailing twelve months is around 3.91%, more than BIMIX's 3.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.72% | 3.67% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.21% | 2.57% |
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.91% | 3.78% | 3.68% | 6.82% | 2.60% | 2.04% | 2.43% | 2.88% | 2.71% | 2.24% | 2.25% | 2.20% |
Frequently Asked Questions
WFBIX and BIMIX have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WFBIX has higher volatility (1.31%) compared to BIMIX (0.74%). In terms of maximum drawdown, WFBIX dropped -18.68% vs BIMIX's -12.76%.
BIMIX currently has the higher Sharpe Ratio (1.55 vs 1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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