WTBN vs. BIV
Compare and contrast key facts about WisdomTree Bianco Total Return Fund (WTBN) and Vanguard Intermediate-Term Bond Index ETF (BIV).
WTBN and BIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTBN is a passively managed fund by WisdomTree that tracks the performance of the Bianco Research Fixed Income Total Return Index. It was launched on Dec 18, 2023. BIV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 5–10 Year Government/Credit Float Adjusted Bond Index. It was launched on Apr 3, 2007. Both WTBN and BIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
WTBN vs. BIV - Performance Comparison
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WTBN vs. BIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WTBN WisdomTree Bianco Total Return Fund | -0.32% | 6.90% | 2.26% | 0.03% |
BIV Vanguard Intermediate-Term Bond Index ETF | -0.23% | 8.52% | 1.57% | 0.20% |
Returns By Period
In the year-to-date period, WTBN achieves a -0.32% return, which is significantly lower than BIV's -0.23% return.
WTBN
- 1D
- -0.09%
- 1M
- -1.36%
- YTD
- -0.32%
- 6M
- 0.30%
- 1Y
- 3.96%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BIV
- 1D
- 0.00%
- 1M
- -1.57%
- YTD
- -0.23%
- 6M
- 0.54%
- 1Y
- 4.69%
- 3Y*
- 3.99%
- 5Y*
- 0.54%
- 10Y*
- 2.04%
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WTBN vs. BIV - Expense Ratio Comparison
WTBN has a 0.59% expense ratio, which is higher than BIV's 0.03% expense ratio.
Return for Risk
WTBN vs. BIV — Risk / Return Rank
WTBN
BIV
WTBN vs. BIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bianco Total Return Fund (WTBN) and Vanguard Intermediate-Term Bond Index 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.
| WTBN | BIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.04 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.50 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.74 | -0.15 |
Martin ratioReturn relative to average drawdown | 4.98 | 5.57 | -0.59 |
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
| WTBN | BIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.04 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.65 | +0.20 |
Correlation
The correlation between WTBN and BIV is 0.92, 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.
Dividends
WTBN vs. BIV - Dividend Comparison
WTBN's dividend yield for the trailing twelve months is around 3.90%, less than BIV's 4.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTBN WisdomTree Bianco Total Return Fund | 3.90% | 4.13% | 3.47% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIV Vanguard Intermediate-Term Bond Index ETF | 4.14% | 4.01% | 3.79% | 3.09% | 2.41% | 3.42% | 2.95% | 2.75% | 2.88% | 2.69% | 3.01% | 3.02% |
Drawdowns
WTBN vs. BIV - Drawdown Comparison
The maximum WTBN drawdown since its inception was -4.08%, smaller than the maximum BIV drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for WTBN and BIV.
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Drawdown Indicators
| WTBN | BIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.08% | -18.95% | +14.87% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -2.87% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.95% | — |
Current DrawdownCurrent decline from peak | -1.80% | -2.03% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -1.10% | -3.40% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 0.90% | -0.09% |
Volatility
WTBN vs. BIV - Volatility Comparison
The current volatility for WisdomTree Bianco Total Return Fund (WTBN) is 1.61%, while Vanguard Intermediate-Term Bond Index ETF (BIV) has a volatility of 1.77%. This indicates that WTBN experiences smaller price fluctuations and is considered to be less risky than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTBN | BIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.77% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.39% | 2.74% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.16% | 4.55% | -0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.57% | 6.39% | -1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.57% | 5.50% | -0.93% |