FBKWX vs. VWIUX
Compare and contrast key facts about Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX).
FBKWX is managed by Fidelity. It was launched on Oct 15, 2002. VWIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Performance
FBKWX vs. VWIUX - Performance Comparison
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FBKWX vs. VWIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | -0.37% | 7.60% | 2.20% | 6.56% | -13.55% | -0.27% | 9.46% | 9.88% | -0.56% | 4.39% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | -0.47% | 5.99% | 2.34% | 5.90% | -6.83% | 0.81% | 5.23% | 7.10% | 1.34% | 4.65% |
Returns By Period
In the year-to-date period, FBKWX achieves a -0.37% return, which is significantly higher than VWIUX's -0.47% return. Over the past 10 years, FBKWX has outperformed VWIUX with an annualized return of 2.58%, while VWIUX has yielded a comparatively lower 2.38% annualized return.
FBKWX
- 1D
- 0.10%
- 1M
- -1.75%
- YTD
- -0.37%
- 6M
- 0.39%
- 1Y
- 4.05%
- 3Y*
- 4.16%
- 5Y*
- 0.67%
- 10Y*
- 2.58%
VWIUX
- 1D
- 0.22%
- 1M
- -2.36%
- YTD
- -0.47%
- 6M
- 1.10%
- 1Y
- 4.55%
- 3Y*
- 3.74%
- 5Y*
- 1.58%
- 10Y*
- 2.38%
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FBKWX vs. VWIUX - Expense Ratio Comparison
FBKWX has a 0.36% expense ratio, which is higher than VWIUX's 0.09% expense ratio.
Return for Risk
FBKWX vs. VWIUX — Risk / Return Rank
FBKWX
VWIUX
FBKWX vs. VWIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). 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.
| FBKWX | VWIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.27 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.69 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.36 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.46 | +0.25 |
Martin ratioReturn relative to average drawdown | 5.16 | 5.60 | -0.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBKWX | VWIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.27 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.49 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.70 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.11 | -0.56 |
Correlation
The correlation between FBKWX and VWIUX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FBKWX vs. VWIUX - Dividend Comparison
FBKWX's dividend yield for the trailing twelve months is around 4.10%, more than VWIUX's 3.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.10% | 4.45% | 4.22% | 3.52% | 2.59% | 1.97% | 5.32% | 3.11% | 3.30% | 3.07% | 3.71% | 3.38% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 3.32% | 4.06% | 3.63% | 2.78% | 2.51% | 1.89% | 2.40% | 2.88% | 2.89% | 2.82% | 2.91% | 2.96% |
Drawdowns
FBKWX vs. VWIUX - Drawdown Comparison
The maximum FBKWX drawdown since its inception was -18.31%, which is greater than VWIUX's maximum drawdown of -11.38%. Use the drawdown chart below to compare losses from any high point for FBKWX and VWIUX.
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Drawdown Indicators
| FBKWX | VWIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.31% | -11.38% | -6.93% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -3.89% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -18.31% | -11.38% | -6.93% |
Max Drawdown (10Y)Largest decline over 10 years | -18.31% | -11.38% | -6.93% |
Current DrawdownCurrent decline from peak | -2.25% | -2.64% | +0.39% |
Average DrawdownAverage peak-to-trough decline | -3.69% | -1.44% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 1.01% | -0.06% |
Volatility
FBKWX vs. VWIUX - Volatility Comparison
Fidelity Advisor Total Bond Fund Class Z (FBKWX) has a higher volatility of 1.50% compared to Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) at 1.01%. This indicates that FBKWX's price experiences larger fluctuations and is considered to be riskier than VWIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBKWX | VWIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 1.01% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 1.58% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.42% | 3.93% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 3.23% | +2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.74% | 3.42% | +1.32% |