EUSB vs. FBND
Compare and contrast key facts about iShares ESG Advanced Total USD Bond Market ETF (EUSB) and Fidelity Total Bond ETF (FBND).
EUSB and FBND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI US Universal Choice ESG Screened Index. It was launched on Jun 23, 2020. 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: EUSB or FBND.
Correlation
The correlation between EUSB and FBND is 0.15, 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.
Performance
EUSB vs. FBND - Performance Comparison
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Key characteristics
EUSB:
0.86
FBND:
0.86
EUSB:
1.31
FBND:
1.28
EUSB:
1.16
FBND:
1.15
EUSB:
0.43
FBND:
0.52
EUSB:
2.34
FBND:
2.49
EUSB:
2.02%
FBND:
1.91%
EUSB:
5.30%
FBND:
5.41%
EUSB:
-17.87%
FBND:
-17.25%
EUSB:
-6.07%
FBND:
-4.02%
Returns By Period
The year-to-date returns for both stocks are quite close, with EUSB having a 1.66% return and FBND slightly lower at 1.60%.
EUSB
1.66%
0.11%
1.35%
4.55%
1.80%
N/A
N/A
FBND
1.60%
0.37%
1.31%
4.60%
2.45%
0.29%
2.16%
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EUSB vs. FBND - Expense Ratio Comparison
EUSB has a 0.12% expense ratio, which is lower than FBND's 0.36% expense ratio.
Risk-Adjusted Performance
EUSB vs. FBND — Risk-Adjusted Performance Rank
EUSB
FBND
EUSB vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced Total USD Bond Market ETF (EUSB) 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
EUSB vs. FBND - Dividend Comparison
EUSB's dividend yield for the trailing twelve months is around 3.79%, less than FBND's 4.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUSB iShares ESG Advanced Total USD Bond Market ETF | 3.79% | 3.67% | 3.08% | 2.21% | 1.10% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBND Fidelity Total Bond ETF | 4.69% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
EUSB vs. FBND - Drawdown Comparison
The maximum EUSB drawdown since its inception was -17.87%, roughly equal to the maximum FBND drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for EUSB and FBND. For additional features, visit the drawdowns tool.
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Volatility
EUSB vs. FBND - Volatility Comparison
The current volatility for iShares ESG Advanced Total USD Bond Market ETF (EUSB) is 1.34%, while Fidelity Total Bond ETF (FBND) has a volatility of 1.60%. This indicates that EUSB 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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