Correlation
The correlation between BRTR and FIPDX is 0.14, 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.
BRTR vs. FIPDX
Compare and contrast key facts about Blackrock Total Return ETF (BRTR) and Fidelity Inflation-Protected Bond Index Fund (FIPDX).
BRTR is an actively managed fund by BlackRock. It was launched on Dec 12, 2023. FIPDX is managed by Fidelity. It was launched on May 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRTR or FIPDX.
Performance
BRTR vs. FIPDX - Performance Comparison
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Key characteristics
BRTR:
1.11
FIPDX:
1.29
BRTR:
1.57
FIPDX:
1.82
BRTR:
1.19
FIPDX:
1.23
BRTR:
1.12
FIPDX:
0.63
BRTR:
2.50
FIPDX:
3.83
BRTR:
2.27%
FIPDX:
1.62%
BRTR:
5.24%
FIPDX:
4.74%
BRTR:
-5.07%
FIPDX:
-14.29%
BRTR:
-1.58%
FIPDX:
-3.96%
Returns By Period
In the year-to-date period, BRTR achieves a 2.60% return, which is significantly lower than FIPDX's 3.72% return.
BRTR
2.60%
-0.15%
0.55%
5.78%
N/A
N/A
N/A
FIPDX
3.72%
-0.54%
2.07%
6.09%
0.90%
1.56%
2.53%
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BRTR vs. FIPDX - Expense Ratio Comparison
BRTR has a 0.38% expense ratio, which is higher than FIPDX's 0.05% expense ratio.
Risk-Adjusted Performance
BRTR vs. FIPDX — Risk-Adjusted Performance Rank
BRTR
FIPDX
BRTR vs. FIPDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Total Return ETF (BRTR) and Fidelity Inflation-Protected Bond Index Fund (FIPDX). 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
BRTR vs. FIPDX - Dividend Comparison
BRTR's dividend yield for the trailing twelve months is around 5.56%, more than FIPDX's 3.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRTR Blackrock Total Return ETF | 5.56% | 5.58% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 3.80% | 3.75% | 3.59% | 8.87% | 4.76% | 1.24% | 1.96% | 2.32% | 1.25% | 1.59% | 0.38% | 1.10% |
Drawdowns
BRTR vs. FIPDX - Drawdown Comparison
The maximum BRTR drawdown since its inception was -5.07%, smaller than the maximum FIPDX drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for BRTR and FIPDX.
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Volatility
BRTR vs. FIPDX - Volatility Comparison
Blackrock Total Return ETF (BRTR) has a higher volatility of 1.46% compared to Fidelity Inflation-Protected Bond Index Fund (FIPDX) at 1.39%. This indicates that BRTR's price experiences larger fluctuations and is considered to be riskier than FIPDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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