DFGP vs. FBIIX

In the year-to-date period, DFGP achieves a 1.83% return, which is significantly higher than FBIIX's 0.54% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DFGP has a 0.22% expense ratio, which is higher than FBIIX's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Core Plus Fixed Income ETF (DFGP) and Fidelity International Bond Index Fund (FBIIX). 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.

The current DFGP Sharpe Ratio is 1.27, which is lower than the FBIIX Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of DFGP and FBIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFGP's dividend yield for the trailing twelve months is around 3.76%, more than FBIIX's 3.16% yield.

The maximum DFGP drawdown since its inception was -3.04%, smaller than the maximum FBIIX drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for DFGP and FBIIX.

Dimensional Global Core Plus Fixed Income ETF (DFGP) has a higher volatility of 1.59% compared to Fidelity International Bond Index Fund (FBIIX) at 0.83%. This indicates that DFGP's price experiences larger fluctuations and is considered to be riskier than FBIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.