Correlation
The correlation between FLTB and BBLB is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FLTB vs. BBLB
Compare and contrast key facts about Fidelity Limited Term Bond ETF (FLTB) and Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB).
FLTB and BBLB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLTB is an actively managed fund by Fidelity. It was launched on Oct 6, 2014. BBLB is a passively managed fund by JPMorgan that tracks the performance of the U.S. Treasury 20+ Year Index. It was launched on Apr 19, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLTB or BBLB.
Performance
FLTB vs. BBLB - Performance Comparison
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Key characteristics
FLTB:
3.03
BBLB:
0.01
FLTB:
4.79
BBLB:
0.08
FLTB:
1.60
BBLB:
1.01
FLTB:
5.30
BBLB:
-0.01
FLTB:
16.61
BBLB:
-0.02
FLTB:
0.44%
BBLB:
8.36%
FLTB:
2.38%
BBLB:
14.21%
FLTB:
-9.37%
BBLB:
-21.15%
FLTB:
0.00%
BBLB:
-12.49%
Returns By Period
In the year-to-date period, FLTB achieves a 2.75% return, which is significantly higher than BBLB's -0.16% return.
FLTB
2.75%
0.05%
2.55%
7.12%
4.06%
1.79%
2.28%
BBLB
-0.16%
-3.64%
-6.14%
0.14%
N/A
N/A
N/A
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FLTB vs. BBLB - Expense Ratio Comparison
FLTB has a 0.36% expense ratio, which is higher than BBLB's 0.07% expense ratio.
Risk-Adjusted Performance
FLTB vs. BBLB — Risk-Adjusted Performance Rank
FLTB
BBLB
FLTB vs. BBLB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Bond ETF (FLTB) and Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
FLTB vs. BBLB - Dividend Comparison
FLTB's dividend yield for the trailing twelve months is around 4.25%, less than BBLB's 5.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLTB Fidelity Limited Term Bond ETF | 4.25% | 4.11% | 3.20% | 1.63% | 0.89% | 1.56% | 2.67% | 2.50% | 1.78% | 1.59% | 1.63% | 0.35% |
BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF | 5.08% | 5.34% | 2.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FLTB vs. BBLB - Drawdown Comparison
The maximum FLTB drawdown since its inception was -9.37%, smaller than the maximum BBLB drawdown of -21.15%. Use the drawdown chart below to compare losses from any high point for FLTB and BBLB.
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Volatility
FLTB vs. BBLB - Volatility Comparison
The current volatility for Fidelity Limited Term Bond ETF (FLTB) is 0.70%, while Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB) has a volatility of 3.61%. This indicates that FLTB experiences smaller price fluctuations and is considered to be less risky than BBLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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