Correlation
The correlation between BTTRX and FBND is 0.09, 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.
BTTRX vs. FBND
Compare and contrast key facts about American Century Zero Coupon 2025 Fund (BTTRX) and Fidelity Total Bond ETF (FBND).
BTTRX is managed by American Century Investments. It was launched on Feb 14, 1996. 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: BTTRX or FBND.
Performance
BTTRX vs. FBND - Performance Comparison
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Key characteristics
BTTRX:
1.97
FBND:
1.19
BTTRX:
27.38
FBND:
1.72
BTTRX:
5.72
FBND:
1.21
BTTRX:
29.49
FBND:
0.70
BTTRX:
107.74
FBND:
3.35
BTTRX:
0.10%
FBND:
1.92%
BTTRX:
5.35%
FBND:
5.39%
BTTRX:
-28.78%
FBND:
-17.25%
BTTRX:
0.00%
FBND:
-3.00%
Returns By Period
In the year-to-date period, BTTRX achieves a 1.70% return, which is significantly lower than FBND's 2.68% return. Over the past 10 years, BTTRX has outperformed FBND with an annualized return of 5.59%, while FBND has yielded a comparatively lower 2.30% annualized return.
BTTRX
1.70%
0.28%
7.41%
10.38%
6.61%
4.10%
5.59%
FBND
2.68%
-0.10%
0.89%
5.92%
2.51%
0.38%
2.30%
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BTTRX vs. FBND - Expense Ratio Comparison
BTTRX has a 0.54% expense ratio, which is higher than FBND's 0.36% expense ratio.
Risk-Adjusted Performance
BTTRX vs. FBND — Risk-Adjusted Performance Rank
BTTRX
FBND
BTTRX vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Zero Coupon 2025 Fund (BTTRX) 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.
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Dividends
BTTRX vs. FBND - Dividend Comparison
BTTRX's dividend yield for the trailing twelve months is around 4.87%, more than FBND's 4.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTTRX American Century Zero Coupon 2025 Fund | 4.87% | 4.96% | 4.17% | 3.47% | 3.27% | 7.84% | 3.90% | 5.55% | 4.46% | 3.55% | 3.04% | 5.60% |
FBND Fidelity Total Bond ETF | 4.65% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
BTTRX vs. FBND - Drawdown Comparison
The maximum BTTRX drawdown since its inception was -28.78%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for BTTRX and FBND.
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Volatility
BTTRX vs. FBND - Volatility Comparison
The current volatility for American Century Zero Coupon 2025 Fund (BTTRX) is 0.10%, while Fidelity Total Bond ETF (FBND) has a volatility of 1.50%. This indicates that BTTRX experiences smaller price fluctuations and is considered to be less risky than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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