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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBKWX or VWIUX.
Key characteristics
| FBKWX | VWIUX | |
|---|---|---|
| YTD Return | -0.60% | -0.24% |
| 1Y Return | 3.01% | 3.08% |
| 3Y Return (Ann) | -1.88% | -0.24% |
| 5Y Return (Ann) | 1.32% | 1.54% |
| Sharpe Ratio | 0.54 | 0.98 |
| Daily Std Dev | 6.30% | 3.15% |
| Max Drawdown | -17.64% | -11.38% |
| Current Drawdown | -8.17% | -1.91% |
Correlation
The correlation between FBKWX and VWIUX is 0.53, 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.
Performance
FBKWX vs. VWIUX - Performance Comparison
In the year-to-date period, FBKWX achieves a -0.60% return, which is significantly lower than VWIUX's -0.24% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
FBKWX vs. VWIUX - 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 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.
Dividends
FBKWX vs. VWIUX - Dividend Comparison
FBKWX's dividend yield for the trailing twelve months is around 4.42%, more than VWIUX's 2.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.42% | 4.23% | 3.43% | 2.33% | 5.32% | 3.11% | 3.27% | 3.07% | 3.32% | 3.81% | 0.22% | 0.00% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 2.92% | 2.79% | 2.51% | 2.27% | 2.38% | 2.67% | 2.89% | 2.82% | 2.92% | 2.97% | 3.13% | 3.27% |
Drawdowns
FBKWX vs. VWIUX - Drawdown Comparison
The maximum FBKWX drawdown since its inception was -17.64%, 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. For additional features, visit the drawdowns tool.
Volatility
FBKWX vs. VWIUX - Volatility Comparison
Fidelity Advisor Total Bond Fund Class Z (FBKWX) has a higher volatility of 1.19% compared to Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) at 0.70%. 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.