BNDX vs VMLUX

Quick Verdict

BNDX has a lower expense ratio. BNDX delivered stronger 1-year returns. BNDX offers more diversification with 13,626 holdings.

Lower Fees: BNDXHigher Returns: BNDXMore Diversified: BNDX

Side-by-Side Comparison

MetricBNDXVMLUXWinner
Expense Ratio0.07%0.09%
AUM$83.0B$34.1B
Dividend Yield4.45%2.89%
Holdings13,6267,110
YTD Return+0.54%-0.55%
1Y Return+1.08%-0.27%
3Y Return (annualized)+4.24%+0.81%
5Y Return (annualized)-0.04%-0.56%
Volatility (annualized)4.1%2.8%
Max Drawdown-17.2%-8.5%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeTax Preferred
InceptionMay 31, 2013Feb 12, 2001

BNDX vs VMLUX Performance

Vanguard Total International Bond ETF (BNDX) is a ETF from Vanguard (US) and Vanguard Limited Term Tax-Exempt Fund admiral class (VMLUX) is a mutual fund from Vanguard (US). Over the past year BNDX returned +1.08% while VMLUX returned -0.27%. Year to date, BNDX is up 0.54% versus a loss of 0.55% for VMLUX.

Over three years, BNDX compounded at +4.24% per year against +0.81% for VMLUX; over five years the annualized figures are -0.04% and -0.56% respectively. Across the full 5-year window we track, BNDX has the edge at +1.09% annualized vs -0.56%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BNDX has been the more volatile fund, with annualized monthly volatility of 4.1% compared with 2.8% for VMLUX. 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 -17.2% for BNDX and -8.5% for VMLUX. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BNDX charges 0.07% per year while VMLUX charges 0.09%. On a $10,000 position that is $7 vs $9 annually, a gap of $2 per year that compounds over a long holding period. On income, BNDX currently yields 4.45% against 2.89% for VMLUX.

Holdings Overlap

0.0%overlap

BNDX and VMLUX share 0 holdings out of 2184 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, BNDX or VMLUX?

BNDX has an expense ratio of 0.07% while VMLUX charges 0.09%. BNDX is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, BNDX or VMLUX?

Over the past year BNDX returned +1.08% vs -0.27% for VMLUX, so BNDX leads on 1-year performance. Over the longest common window we track (5 years), BNDX annualized +1.09% vs -0.56% for VMLUX. Past performance does not guarantee future results.

Which is riskier, BNDX or VMLUX?

BNDX has been the more volatile fund at 4.1% annualized versus 2.8% for VMLUX. Worst drawdown: BNDX -17.2% vs VMLUX -8.5%.

Should I hold both BNDX and VMLUX?

BNDX and VMLUX have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BNDX and VMLUX?

BNDX and VMLUX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2184 unique securities.

Which pays a higher dividend, BNDX or VMLUX?

BNDX yields 4.45% while VMLUX yields 2.89%, so BNDX currently pays the higher dividend yield.

Get Full ETF Analytics

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