ducovest

BIV:ARCA-Vanguard Intermediate-Term Bond (USD)

ETF | Intermediate Core Bond | NYSE Arca

Last Closing

USD 74.5

Change

-0.17 (-0.23)%

Market Cap

USD 11.15B

Volume

1.49M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. The index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.

Company Website : www.vanguard.com

Currency: USD

Country : USA

Inception Date: 03/04/2007

Primary Benchmark: BBgBarc US 5-10Y GovCredit FlAdj TR USD

Primary Index: BBgBarc US Agg Bond TR USD

Gross Expense Ratio: 0.09%

Management Expense Ratio: 0.07 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
ADUS Addus HomeCare Corporation 0.05 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Intermediate Core Bond

Symbol Name Mer Price(Change) Market Cap
SPAB SPDR® Portfolio Aggregate Bon.. 0.05 %

N/A

 USD 8.73B
SCHZ Schwab U.S. Aggregate Bond ETF 0.04 %

N/A

 USD 8.47B
EAGG iShares ESG U.S. Aggregate Bon.. 0.09 %

N/A

 USD 3.64B
AGGY WisdomTree Yield Enhanced U.S... 0.12 %

N/A

 USD 0.94B
CMBS iShares CMBS ETF 0.25 %

N/A

 USD 0.42B
NUBD Nuveen ESG U.S. Aggregate Bond.. 0.20 %

N/A

 USD 0.41B
BNDC FlexShares Core Select Bond Fu.. 0.16 %

N/A

 USD 0.16B
AGG iShares Core U.S. Aggregate Bo.. 0.04 %

N/A

 N/A
GBF iShares Government/Credit Bond.. 0.20 %

N/A

 N/A
NUAG NuShares Enhanced Yield US Agg.. 0.20 %

N/A

 N/A

ETFs Containing BIV

TBFC The Brinsmere Fund - Cons.. 4.59 % 0.00 %

N/A

 USD 0.29B
TDSA 0.00 % 0.00 %

N/A

 N/A
CLSA 0.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.46% 82% B 31% F
Dividend Return 3.06% 27% F 46% F
Total Return 0.60% 55% F 28% F
Trailing 12 Months  
Capital Gain -2.46% 82% B 31% F
Dividend Return 3.06% 27% F 46% F
Total Return 0.60% 55% F 28% F
Trailing 5 Years  
Capital Gain -14.68% 64% D 33% F
Dividend Return 14.21% 82% B 46% F
Total Return -0.47% 82% B 27% F
Average Annual (5 Year Horizon)  
Capital Gain -4.46% 55% F 13% F
Dividend Return -2.04% 82% B 13% F
Total Return 2.43% 91% A- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 7.07% 27% F 87% B+
Risk Adjusted Return -28.77% 82% B 8% B-
Market Capitalization 11.15B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.