BND vs VBR

BND vs VBR

Which is better, BND or VBR?

Intermediate Term Bond against Small Cap Value.

BND has a lower expense ratio. VBR led over 1Y, 3Y, 5Y and the full window.

Lower Fees: BNDHigher Returns: VBR

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBNDVBR
Expense Ratio0.03%Best0.05%
AUM$160.9B$37.3B
Dividend Yield4.04%1.76%
Holdings17,437847
YTD Return-1.23%+12.02%Best
1Y Return-0.42%+14.52%Best
3Y Return (annualized)+4.09%+15.64%Best
5Y Return (annualized)-0.57%+9.62%Best
Volatility (annualized)4.6%Best20.0%
Max Drawdown-19.6%Best-64.0%
$10,000 over 5 years$9,718$15,829Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleIntermediate Term BondSmall Cap Value
InceptionApr 3, 2007Jan 26, 2004

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 10, 2007 to Sep 18, 2026 (19.4 years).

BND vs VBR growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BND vs VBR Performance

Vanguard Total Bond Market ETF (BND) is an ETF from Vanguard (US) and Vanguard Morningstar Small-Cap Value ETF (VBR) is an ETF from Vanguard (US). Over the past year BND returned -0.42% while VBR returned +14.52%. Year to date, BND is down 1.23% versus a gain of 12.02% for VBR.

Over three years, BND compounded at +4.09% per year against +15.64% for VBR; over five years the annualized figures are -0.57% and +9.62% respectively. Across the full 19-year window we track, VBR has the edge at +6.84% annualized vs +0.63%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VBR has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 4.6% for BND. 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 -19.6% for BND and -64.0% for VBR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.19. They move largely independently of each other.

Fees and Cost Over Time

BND charges 0.03% per year while VBR 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, BND currently yields 4.04% against 1.76% for VBR.

Holdings Overlap

VBR already in BND0.2%

At least 0.2% of VBR's money is in holdings BND also owns.

Stated as a floor: for BND, our book for it covers 1.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 16 positions we hold weights for in BND and 836 in VBR, against full books of 17,437 and 847.

Top Shared Holdings

StockWeight in BNDWeight in VBRDifference
SFStifel Financial Corp 4.00% 2030-05-150.00%0.22%0.22%

You are not choosing between two funds in isolation.

Whichever of BND and VBR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BNDVBR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BND or VBR?

BND has an expense ratio of 0.03% while VBR charges 0.05%. BND is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, BND or VBR?

Over the past year BND returned -0.42% vs +14.52% for VBR, so VBR leads on 1-year performance. Over the longest common window we track (19 years), BND annualized +0.63% vs +6.84% for VBR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BND or VBR?

VBR has been the more volatile fund at 20.0% annualized versus 4.6% for BND. Worst drawdown: BND -19.6% vs VBR -64.0%.

Should I hold both BND and VBR?

BND and VBR have a monthly-return correlation of 0.19, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BND or VBR?

BND yields 4.04% while VBR yields 1.76%, so BND currently pays the higher dividend yield.

Is VBR better than BND?

BND has a lower expense ratio. VBR led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.