BNDY vs VBF

Comparison between HORIZON CORE BOND ETF (BNDY, ETF) and Invesco Bond Fund (VBF, ETF).

BNDY vs VBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BNDY(ETF)	VBF(ETF)
Net Assets	$186M	$186M
Expense Ratio	0.66%	N/A
Max Drawdown	4.53%	38.98%
Sharpe Ratio	0.48	-0.22
5Y Beta	0.23	0.13
5Y Dividends CAGR	N/A	-10.00%

Net Assets

Winner

BNDY

$186M

VBF

$186M

Expense Ratio

BNDY

0.66%

VBF

N/A

Max Drawdown

Winner

BNDY

4.53%

VBF

38.98%

Sharpe Ratio

Winner

BNDY

0.48

VBF

-0.22

5Y Beta

BNDY

0.23

Winner

VBF

0.13

5Y Dividends CAGR

BNDY

N/A

VBF

-10.00%

BNDY vs VBF - Historical Returns

Returns include dividend reinvestment.

Period	BNDY	VBF
1 month	-0.31%	-0.09%
3 months	-1.11%	-0.53%
6 months	+0.88%	-1.39%
1 year	+5.61%	+1.80%
5 years(CAGR)	N/A	-0.90%
10 years(CAGR)	N/A	+2.91%
Max(CAGR)	+6.10%	+5.48%

BNDY

-0.31%

Winner

VBF

-0.09%

BNDY

-1.11%

Winner

VBF

-0.53%

Winner

BNDY

+0.88%

VBF

-1.39%

Winner

BNDY

+5.61%

VBF

+1.80%

5Y(CAGR)

BNDY

N/A

VBF

-0.90%

10Y(CAGR)

BNDY

N/A

VBF

+2.91%

Max(CAGR)

Winner

BNDY

+6.10%

VBF

+5.48%

BNDY vs VBF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BNDY	VBF
2026	+0.29%	-1.08%
2025	+5.33%	+5.12%
2024	N/A	+6.40%
2023	N/A	+0.21%
2022	N/A	-16.53%
2021	N/A	-2.37%
2020	N/A	+16.93%
2019	N/A	+29.67%
2018	N/A	-11.86%
2017	N/A	+12.93%
2016	N/A	+9.62%
2015	N/A	+0.30%
2014	N/A	+11.67%
2013	N/A	-11.85%
2012	N/A	+11.03%
2011	N/A	+20.34%
2010	N/A	+2.96%
2009	N/A	+18.90%
2008	N/A	+4.13%
2007	N/A	+1.60%
2006	N/A	+9.35%
2005	N/A	+0.49%
2004	N/A	+5.93%
2003	N/A	+3.25%
2002	N/A	+1.56%
2001	N/A	+17.05%
2000	N/A	+16.14%
1999	N/A	-4.56%

BNDY vs VBF Drawdown Comparison

The maximum drawdown for BNDY was -3.93%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for VBF was -32.21%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current BNDY drawdown is -1.74%. The current VBF drawdown is -11.81%.

Rank	BNDY	VBF
#1	-3.93% Feb 27, 2026 - Mar 27, 2026	-32.21% Sep 15, 2021 - Oct 20, 2022
#2	-1.30% Oct 28, 2025 - Nov 26, 2025	-26.44% Jan 9, 2008 - Dec 22, 2008
#3	-0.98% Jul 10, 2025 - Jul 22, 2025	-24.84% Feb 6, 2020 - Jul 24, 2020
#4	-0.93% Jan 14, 2026 - Feb 2, 2026	-17.70% Sep 4, 2012 - Jan 22, 2015
#5	-0.80% Nov 26, 2025 - Dec 24, 2025	-14.06% Jul 3, 2003 - Feb 16, 2005
#6	-0.72% Sep 15, 2025 - Oct 2, 2025	-13.77% May 28, 2009 - Sep 2, 2009
#7	-0.59% Aug 13, 2025 - Aug 22, 2025	-13.44% Aug 17, 2010 - Sep 22, 2011
#8	-0.58% Jul 3, 2025 - Jul 9, 2025	-12.58% Feb 2, 2009 - Apr 21, 2009
#9	-0.56% Feb 2, 2026 - Feb 9, 2026	-12.08% Jan 2, 2018 - May 24, 2019
#10	-0.49% Aug 28, 2025 - Sep 4, 2025	-11.58% Dec 27, 2011 - May 21, 2012
#11	-0.39% Jan 7, 2026 - Jan 14, 2026	-11.01% Dec 31, 2020 - Sep 15, 2021
#12	-0.35% Oct 2, 2025 - Oct 10, 2025	-9.38% Apr 17, 2015 - Mar 17, 2016
#13	-0.32% Jul 22, 2025 - Jul 29, 2025	-8.64% Mar 10, 2010 - Jul 1, 2010
#14	-0.31% Feb 13, 2026 - Feb 24, 2026	-8.47% Nov 9, 1999 - Jul 6, 2000
#15	-0.27% Dec 29, 2025 - Jan 6, 2026	-8.09% Aug 7, 2001 - Sep 27, 2001

Correlation

Correlation between BNDY and VBF is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2000 - 2026)

BNDY vs VBF dividend yield comparison.

Year	BNDY	VBF
2026	2.93%	2.25%
2025	1.89%	5.46%
2024	0.00%	5.51%
2023	0.00%	5.31%
2022	0.00%	4.60%
2021	0.00%	3.36%
2020	0.00%	6.89%
2019	0.00%	5.04%
2018	0.00%	5.40%
2017	0.00%	5.07%
2016	0.00%	4.56%
2015	0.00%	5.40%
2014	0.00%	7.53%
2013	0.00%	6.73%
2012	0.00%	7.10%
2011	0.00%	6.55%
2010	0.00%	5.39%
2009	0.00%	4.95%
2008	0.00%	7.09%
2007	0.00%	5.54%
2006	0.00%	5.42%
2005	0.00%	5.77%
2004	0.00%	5.93%
2003	0.00%	6.48%
2002	0.00%	6.91%
2001	0.00%	7.11%
2000	0.00%	3.90%