VRIG vs BNDW

Comparison between INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG, ETF) and VANGUARD TOTAL WORLD BOND ETF ETF SHARES (BNDW, ETF).

5-Year PerformanceVRIG has outperformed BNDW, delivering a return of +4.4% compared to +0.3%

VRIG vs BNDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRIG(ETF)	BNDW(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.30%	0.05%
Max Drawdown	14.33%	20.94%
Sharpe Ratio	2.94	-0.07
5Y Beta	0.01	0.03
5Y Dividends CAGR	33.90%	20.36%

Net Assets

VRIG

$1.50B

Winner

BNDW

$1.60B

Expense Ratio

VRIG

0.30%

Winner

BNDW

0.05%

Max Drawdown

Winner

VRIG

14.33%

BNDW

20.94%

Sharpe Ratio

Winner

VRIG

2.94

BNDW

-0.07

5Y Beta

Winner

VRIG

0.01

BNDW

0.03

5Y Dividends CAGR

Winner

VRIG

33.90%

BNDW

20.36%

VRIG vs BNDW - Historical Returns

Returns include dividend reinvestment.

Period	VRIG	BNDW
1 month	+0.47%	-0.02%
3 months	+0.87%	-0.10%
6 months	+2.24%	+0.49%
1 year	+5.23%	+3.89%
5 years(CAGR)	+4.36%	+0.29%
10 years(CAGR)	+3.44%	N/A
Max(CAGR)	+3.44%	+1.86%

Winner

VRIG

+0.47%

BNDW

-0.02%

Winner

VRIG

+0.87%

BNDW

-0.10%

Winner

VRIG

+2.24%

BNDW

+0.49%

Winner

VRIG

+5.23%

BNDW

+3.89%

5Y(CAGR)

Winner

VRIG

+4.36%

BNDW

+0.29%

10Y(CAGR)

VRIG

+3.44%

BNDW

N/A

Max(CAGR)

Winner

VRIG

+3.44%

BNDW

+1.86%

VRIG vs BNDW - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	VRIG	BNDW
2026	+1.45%	+0.58%
2025	+5.03%	+4.92%
2024	+6.81%	+2.81%
2023	+7.30%	+6.52%
2022	+0.99%	-12.52%
2021	+1.14%	-2.04%
2020	+1.63%	+6.03%
2019	+4.52%	+8.13%
2018	+0.43%	+1.21%
2017	+3.19%	N/A
2016	+0.56%	N/A

VRIG vs BNDW Drawdown Comparison

The maximum drawdown for VRIG was -13.04%, occurring on Mar 26, 2020. Recovery took 129 trading sessions.

The maximum drawdown for BNDW was -17.22%, occurring on Oct 20, 2022. Recovery took 1293 trading sessions.

The current BNDW drawdown is -1.40%.

Rank	VRIG	BNDW
#1	-13.04% Feb 19, 2020 - Aug 21, 2020	-17.22% Dec 31, 2020 - Feb 26, 2026
#2	-2.28% Jan 21, 2022 - Sep 22, 2022	-7.55% Mar 6, 2020 - Jun 29, 2020
#3	-1.40% Mar 6, 2023 - Apr 18, 2023	-2.69% Feb 27, 2026 - Mar 27, 2026
#4	-1.38% Nov 14, 2018 - Feb 20, 2019	-1.96% Sep 3, 2019 - Jan 24, 2020
#5	-0.78% Mar 31, 2025 - Apr 29, 2025	-1.28% Sep 6, 2018 - Dec 4, 2018
#6	-0.73% Sep 22, 2022 - Dec 5, 2022	-1.14% Aug 4, 2020 - Nov 30, 2020
#7	-0.47% May 5, 2017 - Jul 14, 2017	-0.72% Jul 3, 2019 - Jul 24, 2019
#8	-0.44% Jan 26, 2018 - Feb 23, 2018	-0.64% Mar 27, 2019 - May 7, 2019
#9	-0.36% Apr 18, 2018 - May 29, 2018	-0.57% Jan 3, 2019 - Jan 23, 2019
#10	-0.31% Mar 14, 2018 - Apr 3, 2018	-0.47% Feb 3, 2020 - Feb 18, 2020
#11	-0.29% Sep 18, 2020 - Nov 9, 2020	-0.47% Feb 22, 2019 - Mar 7, 2019
#12	-0.28% Jan 13, 2017 - Feb 13, 2017	-0.46% Aug 15, 2019 - Aug 27, 2019
#13	-0.26% Nov 14, 2017 - Dec 21, 2017	-0.42% Nov 30, 2020 - Dec 11, 2020
#14	-0.24% Dec 6, 2019 - Dec 11, 2019	-0.25% Jun 20, 2019 - Jun 28, 2019
#15	-0.22% Oct 18, 2017 - Nov 1, 2017	-0.22% Aug 7, 2019 - Aug 12, 2019

Correlation

Correlation between VRIG and BNDW is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2016 - 2026)

VRIG vs BNDW dividend yield comparison.

Year	VRIG	BNDW
2026	1.50%	1.11%
2025	4.99%	4.12%
2024	6.09%	3.90%
2023	5.97%	3.73%
2022	2.39%	2.02%
2021	0.78%	2.58%
2020	1.57%	1.56%
2019	3.13%	3.05%
2018	2.89%	1.66%
2017	2.31%	0.00%
2016	0.60%	0.00%