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.
Correlation
The correlation between XCCC and VWEHX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
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XCCC vs. VWEHX - Performance Comparison
Key characteristics
XCCC:
0.08
VWEHX:
1.43
XCCC:
0.14
VWEHX:
2.12
XCCC:
1.03
VWEHX:
1.32
XCCC:
0.06
VWEHX:
1.55
XCCC:
0.42
VWEHX:
7.79
XCCC:
1.55%
VWEHX:
0.62%
XCCC:
8.03%
VWEHX:
3.37%
XCCC:
-11.00%
VWEHX:
-30.17%
XCCC:
-11.00%
VWEHX:
-3.11%
Returns By Period
In the year-to-date period, XCCC achieves a -9.47% return, which is significantly lower than VWEHX's -1.22% return.
XCCC
-9.47%
-9.88%
-7.36%
0.50%
N/A
N/A
VWEHX
-1.22%
-2.93%
-0.78%
4.82%
4.91%
4.11%
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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 Rank
XCCC
VWEHX
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 11.82%, more than VWEHX's 5.77% yield.
| TTM | 2024 | 2023 | 2022 |
|---|
Drawdowns
XCCC vs. VWEHX - Drawdown Comparison
The maximum XCCC drawdown since its inception was -11.00%, 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
The current volatility for BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) is NaN%, while Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) has a volatility of NaN%. This indicates that XCCC experiences smaller price fluctuations and is considered to be less risky than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
User Portfolios with XCCC or VWEHX
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