BRTR vs. FBND
Compare and contrast key facts about Blackrock Total Return ETF (BRTR) and Fidelity Total Bond ETF (FBND).
BRTR and FBND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BRTR is an actively managed fund by BlackRock. It was launched on Dec 12, 2023. FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRTR or FBND.
Key characteristics
| BRTR | FBND | |
|---|---|---|
| YTD Return | 5.16% | 5.30% |
| Daily Std Dev | 5.38% | 6.60% |
| Max Drawdown | -3.43% | -17.25% |
| Current Drawdown | -0.42% | -2.60% |
Correlation
The correlation between BRTR and FBND is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BRTR vs. FBND - Performance Comparison
The year-to-date returns for both investments are quite close, with BRTR having a 5.16% return and FBND slightly higher at 5.30%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BRTR vs. FBND - Expense Ratio Comparison
BRTR has a 0.38% expense ratio, which is higher than FBND's 0.36% expense ratio.
Risk-Adjusted Performance
BRTR vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Total Return ETF (BRTR) and Fidelity Total Bond ETF (FBND). 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.
Not enough dataDividends
BRTR vs. FBND - Dividend Comparison
BRTR's dividend yield for the trailing twelve months is around 3.32%, less than FBND's 4.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRTR Blackrock Total Return ETF | 3.32% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBND Fidelity Total Bond ETF | 4.47% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
BRTR vs. FBND - Drawdown Comparison
The maximum BRTR drawdown since its inception was -3.43%, smaller than the maximum FBND drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for BRTR and FBND. For additional features, visit the drawdowns tool.
Volatility
BRTR vs. FBND - Volatility Comparison
Blackrock Total Return ETF (BRTR) and Fidelity Total Bond ETF (FBND) have volatilities of 1.12% and 1.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.