BIV vs EDV

Quick Verdict

BIV has a lower expense ratio. BIV delivered stronger 1-year returns. BIV offers more diversification with 2101 holdings.

Lower Fees: BIVHigher Returns: BIVMore Diversified: BIV

Side-by-Side Comparison

MetricBIVEDVWinner
Expense Ratio0.03%0.05%
AUM$29.3B$3.5B
Dividend Yield4.18%4.83%
Holdings2,32183
YTD Return-1.07%-5.78%
1Y Return+1.44%-5.10%
3Y Return (annualized)+4.45%-4.63%
5Y Return (annualized)-0.21%-12.45%
Volatility (annualized)5.7%21.8%
Max Drawdown-20.3%-62.0%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeFixed Income
InceptionApr 3, 2007Dec 6, 2007

BIV vs EDV Performance

Vanguard Intermediate-Term Bond ETF (BIV) is a ETF from Vanguard (US) and Vanguard Extended Duration Treasury ETF (EDV) is a ETF from Vanguard (US). Over the past year BIV returned +1.44% while EDV returned -5.10%. Year to date, BIV is down 1.07% versus a loss of 5.78% for EDV.

Over three years, BIV compounded at +4.45% per year against -4.63% for EDV; over five years the annualized figures are -0.21% and -12.45% respectively. Across the full 19-year window we track, BIV has the edge at +0.97% annualized vs -1.49%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 5.7% for BIV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -20.3% for BIV and -62.0% for EDV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BIV charges 0.03% per year while EDV charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, BIV currently yields 4.18% against 4.83% for EDV.

Holdings Overlap

0.0%overlap

BIV and EDV share 0 holdings out of 2177 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BIV or EDV?

BIV has an expense ratio of 0.03% while EDV charges 0.05%. BIV is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, BIV or EDV?

Over the past year BIV returned +1.44% vs -5.10% for EDV, so BIV leads on 1-year performance. Over the longest common window we track (19 years), BIV annualized +0.97% vs -1.49% for EDV. Past performance does not guarantee future results.

Which is riskier, BIV or EDV?

EDV has been the more volatile fund at 21.8% annualized versus 5.7% for BIV. Worst drawdown: BIV -20.3% vs EDV -62.0%.

Should I hold both BIV and EDV?

BIV and EDV have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BIV and EDV?

BIV and EDV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2177 unique securities.

Which pays a higher dividend, BIV or EDV?

BIV yields 4.18% while EDV yields 4.83%, so EDV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.