BNDX vs XLF

BNDX vs XLF

Which is better, BNDX or XLF?

Long Term Mid Quality against Large Cap Value.

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

Lower Fees: BNDXHigher Returns: XLF

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

MetricBNDXXLF
Expense Ratio0.07%Best0.08%
AUM$82.7B$54.2B
Dividend Yield4.58%1.40%
Holdings6,85980
YTD Return-0.43%+2.65%Best
1Y Return-0.02%+4.78%Best
3Y Return (annualized)+3.94%+20.15%Best
5Y Return (annualized)-0.08%+10.71%Best
Volatility (annualized)4.1%Best19.1%
Max Drawdown-17.2%Best-43.3%
$10,000 over 5 years$9,960$16,632Best
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryFixed IncomeEquity
StyleLong Term Mid QualityLarge Cap Value
InceptionMay 31, 2013Dec 16, 1998

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 4, 2013 to Sep 21, 2026 (13.3 years).

BNDX vs XLF 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.

Compare BNDX against instead:BNDX vs SPYBNDX vs QQQBNDX vs VOOBNDX vs VTIXLF against:XLF vs VXUS

BNDX vs XLF Performance

Vanguard Total International Bond ETF (BNDX) is an ETF from Vanguard (US) and State Street Financial Select Sector SPDR ETF (XLF) is an ETF from SPDR State Street Global Advisors. Over the past year BNDX returned -0.02% while XLF returned +4.78%. Year to date, BNDX is down 0.43% versus a gain of 2.65% for XLF.

Over three years, BNDX compounded at +3.94% per year against +20.15% for XLF; over five years the annualized figures are -0.08% and +10.71% respectively. Across the full 13-year window we track, XLF has the edge at +8.94% annualized vs +1.01%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLF has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 4.1% 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 -17.2% for BNDX and -43.3% for XLF. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.21. They move largely independently of each other.

Fees and Cost Over Time

BNDX charges 0.07% per year while XLF charges 0.08%. On a $10,000 position that is $7 vs $8 annually, a gap of $1 per year that compounds over a long holding period. On income, BNDX currently yields 4.58% against 1.40% for XLF.

Holdings Overlap

We hold position weights for 943 holdings in BNDX and 77 in XLF, totalling 11.3% and 100.1% 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 77 in XLF, against full books of 6,859 and 80.

You are not choosing between two funds in isolation.

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

BNDXXLF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BNDX or XLF?

BNDX has an expense ratio of 0.07% while XLF charges 0.08%. BNDX is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, BNDX or XLF?

Over the past year BNDX returned -0.02% vs +4.78% for XLF, so XLF leads on 1-year performance. Over the longest common window we track (13 years), BNDX annualized +1.01% vs +8.94% for XLF. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BNDX or XLF?

XLF has been the more volatile fund at 19.1% annualized versus 4.1% for BNDX. Worst drawdown: BNDX -17.2% vs XLF -43.3%.

Should I hold both BNDX and XLF?

BNDX and XLF have a monthly-return correlation of 0.21, 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 XLF?

BNDX yields 4.58% while XLF yields 1.40%, so BNDX currently pays the higher dividend yield.

Is XLF better than BNDX?

BNDX has a lower expense ratio. XLF 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.