BNDX vs VIPIX

BNDX vs VIPIX

Which is better, BNDX or VIPIX?

Long Term Mid Quality against Inflation Protection.

Lower Fees: Tied

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

MetricBNDXVIPIX
Expense Ratio0.07%Tie0.07%Tie
AUM$82.7B$12.4B
Dividend Yield4.58%5.21%
Holdings6,85981
YTD Price Return-2.78%-1.18%
1Y Price Return-5.08%-4.64%
3Y Price Return (annualized)-0.92%-0.50%
5Y Price Return (annualized)-3.97%-4.98%
Volatility (annualized)5.6%Best6.6%
Max Drawdown-18.4%Best-24.4%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeFixed Income
StyleLong Term Mid QualityInflation Protection
InceptionMay 31, 2013Dec 12, 2003

Not shown on this pair: $10,000 over 5 years, Top 10 Weight.

A price return is not the return of a fund that pays its income out. The coupon or distribution never appears in the price, so the return rows carry no winner here. BNDX currently yields 4.58% and VIPIX 5.21%.

Volatility and max drawdown are measured over the window both funds cover: Sep 13, 2021 to Sep 9, 2026 (5 years).

Compare BNDX against instead:BNDX vs SPYBNDX vs QQQBNDX vs VOOBNDX vs VTIVIPIX against:VIPIX vs VXUS

BNDX vs VIPIX Performance

Vanguard Total International Bond ETF (BNDX) is an ETF from Vanguard (US) and Vanguard Inflation Protected Securities Fund Insti Shs (VIPIX) is a mutual fund from Vanguard (US). Over the past year BNDX's price moved -5.08% and VIPIX's -4.64%, before the income each one paid out.

Over three years, BNDX compounded at -0.92% per year against -0.50% for VIPIX; over five years the annualized figures are -3.97% and -4.98% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VIPIX has been the more volatile fund, with annualized monthly volatility of 6.6% compared with 5.6% for BNDX. 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 -18.4% for BNDX and -24.4% for VIPIX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BNDX charges 0.07% per year while VIPIX charges 0.07%. On a $10,000 position that is $7 vs $7 annually. On income, BNDX currently yields 4.58% against 5.21% for VIPIX.

Structure and taxes

VIPIX is a mutual fund and BNDX is an ETF. A mutual fund prices once a day at net asset value and may carry a purchase minimum. An ETF trades through the day at whatever the market pays for it.

In a taxable account the difference that usually matters is distributions. An ETF can meet redemptions in kind, so it rarely has to sell holdings and rarely passes a capital gain to the people who held it; a mutual fund that sells holdings to meet redemptions can distribute a realised gain at year end to everyone still in the fund, whether or not they sold anything themselves. In a tax-deferred account that difference largely disappears. Both are descriptions of how the two wrappers work, not a recommendation.

Tax-loss harvesting works on either wrapper.

Holdings Overlap

We hold position weights for 943 holdings in BNDX and 52 in VIPIX, totalling 11.3% and 74.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 943 positions we hold weights for in BNDX and 52 in VIPIX, against full books of 6,859 and 81.

You are not choosing between two funds in isolation.

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

BNDXVIPIX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BNDX or VIPIX?

BNDX has an expense ratio of 0.07% while VIPIX charges 0.07%. At the precision these are quoted to, they cost the same.

Which is riskier, BNDX or VIPIX?

VIPIX has been the more volatile fund at 6.6% annualized versus 5.6% for BNDX. Worst drawdown: BNDX -18.4% vs VIPIX -24.4%.

Should I hold both BNDX and VIPIX?

BNDX and VIPIX have a monthly-return correlation of 0.80, 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, BNDX or VIPIX?

BNDX yields 4.58% while VIPIX yields 5.21%, so VIPIX currently pays the higher dividend yield.

Is it better to hold VIPIX or BNDX in a taxable account?

BNDX is an ETF and VIPIX is a mutual fund. An ETF can meet redemptions in kind, so it rarely distributes a capital gain to the people holding it. A mutual fund that sells holdings to meet redemptions can pass a realised gain to every holder at year end. In a tax-deferred account that difference largely disappears. This is information, not a recommendation.

Is VIPIX better than BNDX?

BNDX and VIPIX are close on every measure we can compare. Which one suits a particular account depends on what it is for. This is information, not a recommendation.