XCCC vs. VWEHX
Compare and contrast key facts about BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
XCCC is a passively managed fund by BondBloxx that tracks the performance of the ICE BofA CCC and Lower US High Yield Constrained Index. It was launched on May 24, 2022. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XCCC or VWEHX.
Key characteristics
| XCCC | VWEHX | |
|---|---|---|
| YTD Return | 11.94% | 6.03% |
| 1Y Return | 21.55% | 12.49% |
| Sharpe Ratio | 3.55 | 3.44 |
| Sortino Ratio | 5.35 | 5.94 |
| Omega Ratio | 1.76 | 1.90 |
| Calmar Ratio | 5.67 | 2.93 |
| Martin Ratio | 18.12 | 22.24 |
| Ulcer Index | 1.18% | 0.56% |
| Daily Std Dev | 6.03% | 3.63% |
| Max Drawdown | -9.97% | -30.17% |
| Current Drawdown | -0.38% | -0.58% |
Correlation
The correlation between XCCC and VWEHX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XCCC vs. VWEHX - Performance Comparison
In the year-to-date period, XCCC achieves a 11.94% return, which is significantly higher than VWEHX's 6.03% 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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XCCC vs. VWEHX - Expense Ratio Comparison
XCCC has a 0.40% expense ratio, which is higher than VWEHX's 0.23% expense ratio.
Risk-Adjusted Performance
XCCC vs. VWEHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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
XCCC vs. VWEHX - Dividend Comparison
XCCC's dividend yield for the trailing twelve months is around 10.76%, more than VWEHX's 6.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XCCC BondBloxx CCC Rated USD High Yield Corporate Bond ETF | 10.76% | 11.01% | 7.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 6.03% | 5.68% | 5.11% | 4.15% | 4.62% | 5.25% | 5.93% | 5.30% | 5.39% | 5.88% | 5.59% | 5.79% |
Drawdowns
XCCC vs. VWEHX - Drawdown Comparison
The maximum XCCC drawdown since its inception was -9.97%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for XCCC and VWEHX. For additional features, visit the drawdowns tool.
Volatility
XCCC vs. VWEHX - Volatility Comparison
BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) has a higher volatility of 1.35% compared to Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) at 0.71%. This indicates that XCCC's price experiences larger fluctuations and is considered to be riskier than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.