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XTEN vs. BIV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between XTEN and BIV is 0.96, 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.


-0.50.00.51.01.0

Performance

XTEN vs. BIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) and Vanguard Intermediate-Term Bond ETF (BIV). The values are adjusted to include any dividend payments, if applicable.

-8.00%-6.00%-4.00%-2.00%0.00%2.00%SeptemberOctoberNovemberDecember2025February
-3.33%
-1.11%
XTEN
BIV

Key characteristics

Sharpe Ratio

XTEN:

0.40

BIV:

0.90

Sortino Ratio

XTEN:

0.63

BIV:

1.32

Omega Ratio

XTEN:

1.07

BIV:

1.15

Calmar Ratio

XTEN:

0.37

BIV:

0.36

Martin Ratio

XTEN:

0.83

BIV:

2.14

Ulcer Index

XTEN:

4.14%

BIV:

2.24%

Daily Std Dev

XTEN:

8.58%

BIV:

5.34%

Max Drawdown

XTEN:

-13.86%

BIV:

-18.94%

Current Drawdown

XTEN:

-5.42%

BIV:

-7.43%

Returns By Period

In the year-to-date period, XTEN achieves a 2.32% return, which is significantly higher than BIV's 1.49% return.


XTEN

YTD

2.32%

1M

2.28%

6M

-3.32%

1Y

3.83%

5Y*

N/A

10Y*

N/A

BIV

YTD

1.49%

1M

1.45%

6M

-1.11%

1Y

5.10%

5Y*

-0.25%

10Y*

1.66%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


XTEN vs. BIV - Expense Ratio Comparison

XTEN has a 0.08% expense ratio, which is higher than BIV's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


XTEN
Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF
Expense ratio chart for XTEN: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%
Expense ratio chart for BIV: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

XTEN vs. BIV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XTEN
The Risk-Adjusted Performance Rank of XTEN is 1616
Overall Rank
The Sharpe Ratio Rank of XTEN is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of XTEN is 1515
Sortino Ratio Rank
The Omega Ratio Rank of XTEN is 1414
Omega Ratio Rank
The Calmar Ratio Rank of XTEN is 2020
Calmar Ratio Rank
The Martin Ratio Rank of XTEN is 1313
Martin Ratio Rank

BIV
The Risk-Adjusted Performance Rank of BIV is 2828
Overall Rank
The Sharpe Ratio Rank of BIV is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of BIV is 3434
Sortino Ratio Rank
The Omega Ratio Rank of BIV is 3131
Omega Ratio Rank
The Calmar Ratio Rank of BIV is 1919
Calmar Ratio Rank
The Martin Ratio Rank of BIV is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

XTEN vs. BIV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) and Vanguard Intermediate-Term Bond 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.


Sharpe ratio
The chart of Sharpe ratio for XTEN, currently valued at 0.40, compared to the broader market0.002.004.000.400.90
The chart of Sortino ratio for XTEN, currently valued at 0.63, compared to the broader market0.005.0010.000.631.32
The chart of Omega ratio for XTEN, currently valued at 1.07, compared to the broader market0.501.001.502.002.503.001.071.15
The chart of Calmar ratio for XTEN, currently valued at 0.37, compared to the broader market0.005.0010.0015.000.370.92
The chart of Martin ratio for XTEN, currently valued at 0.83, compared to the broader market0.0020.0040.0060.0080.00100.000.832.14
XTEN
BIV

The current XTEN Sharpe Ratio is 0.40, which is lower than the BIV Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of XTEN and BIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00SeptemberOctoberNovemberDecember2025February
0.40
0.90
XTEN
BIV

Dividends

XTEN vs. BIV - Dividend Comparison

XTEN's dividend yield for the trailing twelve months is around 4.24%, more than BIV's 3.78% yield.


TTM20242023202220212020201920182017201620152014
XTEN
Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF
4.24%4.20%3.71%1.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BIV
Vanguard Intermediate-Term Bond ETF
3.78%3.79%3.10%2.41%3.42%2.96%2.75%2.87%2.69%2.38%3.02%3.96%

Drawdowns

XTEN vs. BIV - Drawdown Comparison

The maximum XTEN drawdown since its inception was -13.86%, smaller than the maximum BIV drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for XTEN and BIV. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-5.42%
-2.56%
XTEN
BIV

Volatility

XTEN vs. BIV - Volatility Comparison

Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) has a higher volatility of 2.58% compared to Vanguard Intermediate-Term Bond ETF (BIV) at 1.38%. This indicates that XTEN's price experiences larger fluctuations and is considered to be riskier than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%2.50%3.00%SeptemberOctoberNovemberDecember2025February
2.58%
1.38%
XTEN
BIV
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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