XFIV vs. VBILX
Compare and contrast key facts about Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) and Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX).
XFIV is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 5 Year Target Duration Index. It was launched on Sep 13, 2022. VBILX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
XFIV vs. VBILX - Performance Comparison
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XFIV vs. VBILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XFIV Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF | -0.04% | 7.43% | 1.52% | 4.40% | -0.56% |
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | -0.94% | 8.57% | 1.54% | 6.09% | -0.71% |
Returns By Period
In the year-to-date period, XFIV achieves a -0.04% return, which is significantly higher than VBILX's -0.94% return.
XFIV
- 1D
- 0.18%
- 1M
- -1.72%
- YTD
- -0.04%
- 6M
- 1.07%
- 1Y
- 4.18%
- 3Y*
- 3.42%
- 5Y*
- —
- 10Y*
- —
VBILX
- 1D
- 0.48%
- 1M
- -2.72%
- YTD
- -0.94%
- 6M
- 0.18%
- 1Y
- 4.23%
- 3Y*
- 3.80%
- 5Y*
- 0.40%
- 10Y*
- 1.94%
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XFIV vs. VBILX - Expense Ratio Comparison
XFIV has a 0.05% expense ratio, which is lower than VBILX's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
XFIV vs. VBILX — Risk / Return Rank
XFIV
VBILX
XFIV vs. VBILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) and Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX). 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.
| XFIV | VBILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.05 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.53 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.70 | +0.07 |
Martin ratioReturn relative to average drawdown | 5.42 | 5.69 | -0.27 |
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
| XFIV | VBILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.05 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.06 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.36 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.67 | -0.02 |
Correlation
The correlation between XFIV and VBILX is 0.95, 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
XFIV vs. VBILX - Dividend Comparison
XFIV's dividend yield for the trailing twelve months is around 3.95%, more than VBILX's 3.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XFIV Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF | 3.95% | 4.05% | 3.92% | 3.63% | 1.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | 3.79% | 4.01% | 3.80% | 3.09% | 1.99% | 3.39% | 2.94% | 2.73% | 2.87% | 2.73% | 3.06% | 3.09% |
Drawdowns
XFIV vs. VBILX - Drawdown Comparison
The maximum XFIV drawdown since its inception was -6.38%, smaller than the maximum VBILX drawdown of -19.26%. Use the drawdown chart below to compare losses from any high point for XFIV and VBILX.
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Drawdown Indicators
| XFIV | VBILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.38% | -19.26% | +12.88% |
Max Drawdown (1Y)Largest decline over 1 year | -2.48% | -3.18% | +0.70% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.15% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.26% | — |
Current DrawdownCurrent decline from peak | -1.72% | -2.72% | +1.00% |
Average DrawdownAverage peak-to-trough decline | -1.65% | -3.16% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 0.95% | -0.14% |
Volatility
XFIV vs. VBILX - Volatility Comparison
The current volatility for Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) is 1.36%, while Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) has a volatility of 1.64%. This indicates that XFIV experiences smaller price fluctuations and is considered to be less risky than VBILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XFIV | VBILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 1.64% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 2.36% | 2.74% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.93% | 4.59% | -0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.51% | 6.36% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.51% | 5.35% | +0.16% |