Correlation
The correlation between XTWY and BOND is 0.14, 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.
XTWY vs. BOND
Compare and contrast key facts about Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) and PIMCO Active Bond ETF (BOND).
XTWY and BOND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XTWY is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 20 Year Target Duration Index. It was launched on Sep 13, 2022. BOND is an actively managed fund by PIMCO. It was launched on Mar 1, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XTWY or BOND.
Performance
XTWY vs. BOND - Performance Comparison
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Key characteristics
XTWY:
-0.05
BOND:
1.10
XTWY:
-0.20
BOND:
1.39
XTWY:
0.98
BOND:
1.17
XTWY:
-0.19
BOND:
0.50
XTWY:
-0.39
BOND:
2.65
XTWY:
10.03%
BOND:
2.05%
XTWY:
17.14%
BOND:
5.69%
XTWY:
-25.92%
BOND:
-19.71%
XTWY:
-18.23%
BOND:
-5.18%
Returns By Period
In the year-to-date period, XTWY achieves a -1.46% return, which is significantly lower than BOND's 2.07% return.
XTWY
-1.46%
-5.00%
-7.68%
-0.83%
N/A
N/A
N/A
BOND
2.07%
-1.02%
0.68%
6.22%
1.98%
-0.07%
1.85%
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XTWY vs. BOND - Expense Ratio Comparison
XTWY has a 0.13% expense ratio, which is lower than BOND's 0.57% expense ratio.
Risk-Adjusted Performance
XTWY vs. BOND — Risk-Adjusted Performance Rank
XTWY
BOND
XTWY vs. BOND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) and PIMCO Active Bond ETF (BOND). 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.
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Dividends
XTWY vs. BOND - Dividend Comparison
XTWY's dividend yield for the trailing twelve months is around 4.74%, less than BOND's 5.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XTWY Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF | 4.74% | 4.65% | 3.86% | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BOND PIMCO Active Bond ETF | 5.11% | 5.02% | 4.78% | 3.44% | 2.58% | 2.66% | 3.38% | 3.47% | 2.87% | 2.85% | 4.14% | 4.13% |
Drawdowns
XTWY vs. BOND - Drawdown Comparison
The maximum XTWY drawdown since its inception was -25.92%, which is greater than BOND's maximum drawdown of -19.71%. Use the drawdown chart below to compare losses from any high point for XTWY and BOND.
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Volatility
XTWY vs. BOND - Volatility Comparison
Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) has a higher volatility of 4.26% compared to PIMCO Active Bond ETF (BOND) at 1.77%. This indicates that XTWY's price experiences larger fluctuations and is considered to be riskier than BOND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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