XONE vs. WOBDX
Compare and contrast key facts about Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) and JPMorgan Core Bond Fund (WOBDX).
XONE is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 1 Year Duration Index - Benchmark TR Gross. It was launched on Sep 13, 2022. WOBDX is managed by JPMorgan Chase. It was launched on May 31, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XONE or WOBDX.
Correlation
The correlation between XONE and WOBDX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XONE vs. WOBDX - Performance Comparison
Key characteristics
XONE:
5.94
WOBDX:
1.35
XONE:
9.72
WOBDX:
2.02
XONE:
3.02
WOBDX:
1.24
XONE:
12.34
WOBDX:
0.57
XONE:
66.93
WOBDX:
3.41
XONE:
0.07%
WOBDX:
2.05%
XONE:
0.84%
WOBDX:
5.19%
XONE:
-0.40%
WOBDX:
-18.25%
XONE:
-0.40%
WOBDX:
-6.53%
Returns By Period
In the year-to-date period, XONE achieves a 1.08% return, which is significantly lower than WOBDX's 2.15% return.
XONE
1.08%
-0.04%
1.85%
4.80%
N/A
N/A
WOBDX
2.15%
-0.97%
2.02%
6.26%
-0.63%
1.38%
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XONE vs. WOBDX - Expense Ratio Comparison
XONE has a 0.03% expense ratio, which is lower than WOBDX's 0.50% expense ratio.
Risk-Adjusted Performance
XONE vs. WOBDX — Risk-Adjusted Performance Rank
XONE
WOBDX
XONE vs. WOBDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) and JPMorgan Core Bond Fund (WOBDX). 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
XONE vs. WOBDX - Dividend Comparison
XONE's dividend yield for the trailing twelve months is around 4.41%, more than WOBDX's 3.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XONE Bondbloxx Bloomberg One Year Target Duration US Treasury ETF | 4.41% | 5.21% | 4.46% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WOBDX JPMorgan Core Bond Fund | 3.60% | 3.96% | 3.49% | 2.68% | 2.07% | 2.36% | 2.77% | 2.80% | 2.66% | 2.47% | 2.34% | 2.53% |
Drawdowns
XONE vs. WOBDX - Drawdown Comparison
The maximum XONE drawdown since its inception was -0.40%, smaller than the maximum WOBDX drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for XONE and WOBDX. For additional features, visit the drawdowns tool.
Volatility
XONE vs. WOBDX - Volatility Comparison
The current volatility for Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) is 0.47%, while JPMorgan Core Bond Fund (WOBDX) has a volatility of 2.09%. This indicates that XONE experiences smaller price fluctuations and is considered to be less risky than WOBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.