FBKWX vs. BND
Compare and contrast key facts about Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Vanguard Total Bond Market ETF (BND).
FBKWX is managed by Fidelity. It was launched on Oct 15, 2002. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBKWX or BND.
Correlation
The correlation between FBKWX and BND is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FBKWX vs. BND - Performance Comparison
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Key characteristics
FBKWX:
3.46%
BND:
5.30%
FBKWX:
-0.32%
BND:
-18.84%
FBKWX:
-0.32%
BND:
-7.35%
Returns By Period
FBKWX
N/A
N/A
N/A
N/A
N/A
N/A
BND
2.21%
1.09%
1.19%
5.53%
-0.84%
1.49%
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FBKWX vs. BND - Expense Ratio Comparison
FBKWX has a 0.36% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
FBKWX vs. BND — Risk-Adjusted Performance Rank
FBKWX
BND
FBKWX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Vanguard Total Bond Market ETF (BND). 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
FBKWX vs. BND - Dividend Comparison
FBKWX's dividend yield for the trailing twelve months is around 4.60%, more than BND's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.75% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
FBKWX vs. BND - Drawdown Comparison
The maximum FBKWX drawdown since its inception was -0.32%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for FBKWX and BND. For additional features, visit the drawdowns tool.
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Volatility
FBKWX vs. BND - Volatility Comparison
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