BND vs VWIUX

BND vs VWIUX
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Quick Verdict

BND has a lower expense ratio. BND delivered stronger 1-year returns. BND offers more diversification with 17,437 holdings.

Lower Fees: BNDHigher Returns: BNDMore Diversified: BND

Side-by-Side Comparison

MetricBNDVWIUXWinner
Expense Ratio0.03%0.09%
AUM$160.9B$86.4B
Dividend Yield4.02%3.13%
Holdings17,43715,066
YTD Return+0.00%-1.74%
1Y Return+2.32%+0.89%
3Y Return (annualized)+4.70%+0.62%
5Y Return (annualized)-0.30%-1.80%
Volatility (annualized)4.6%5.4%
Max Drawdown-19.6%-16.1%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeTax Preferred
InceptionApr 3, 2007Feb 12, 2001

BND vs VWIUX Performance

Vanguard Total Bond Market ETF (BND) is a ETF from Vanguard (US) and Vanguard Intermediate Term Tax-Exempt Fund admiral class (VWIUX) is a mutual fund from Vanguard (US). Over the past year BND returned +2.32% while VWIUX returned +0.89%. Year to date, BND is up 0.00% versus a loss of 1.74% for VWIUX.

Over three years, BND compounded at +4.70% per year against +0.62% for VWIUX; over five years the annualized figures are -0.30% and -1.80% respectively. Across the full 5-year window we track, BND has the edge at +0.70% annualized vs -1.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VWIUX has been the more volatile fund, with annualized monthly volatility of 5.4% 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 -16.1% for VWIUX. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BND charges 0.03% per year while VWIUX charges 0.09%. On a $10,000 position that is $3 vs $9 annually, a gap of $6 per year that compounds over a long holding period. On income, BND currently yields 4.02% against 3.13% for VWIUX.

Holdings Overlap

0.0%overlap

BND and VWIUX share 0 holdings out of 2945 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, BND or VWIUX?

BND has an expense ratio of 0.03% while VWIUX charges 0.09%. BND is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, BND or VWIUX?

Over the past year BND returned +2.32% vs +0.89% for VWIUX, so BND leads on 1-year performance. Over the longest common window we track (5 years), BND annualized +0.70% vs -1.80% for VWIUX. Past performance does not guarantee future results.

Which is riskier, BND or VWIUX?

VWIUX has been the more volatile fund at 5.4% annualized versus 4.6% for BND. Worst drawdown: BND -19.6% vs VWIUX -16.1%.

Should I hold both BND and VWIUX?

BND and VWIUX have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between BND and VWIUX?

BND and VWIUX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2945 unique securities.

Which pays a higher dividend, BND or VWIUX?

BND yields 4.02% while VWIUX yields 3.13%, so BND currently pays the higher dividend yield.

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