FBLTX vs. VCLT
Compare and contrast key facts about Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) and Vanguard Long-Term Corporate Bond ETF (VCLT).
FBLTX is managed by Fidelity. It was launched on Oct 8, 2015. VCLT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 10+ Year Corporate Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBLTX or VCLT.
Correlation
The correlation between FBLTX and VCLT is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FBLTX vs. VCLT - Performance Comparison
Key characteristics
FBLTX:
0.17
VCLT:
0.43
FBLTX:
0.33
VCLT:
0.66
FBLTX:
1.04
VCLT:
1.08
FBLTX:
0.05
VCLT:
0.20
FBLTX:
0.32
VCLT:
1.12
FBLTX:
7.29%
VCLT:
4.34%
FBLTX:
14.17%
VCLT:
11.39%
FBLTX:
-51.04%
VCLT:
-34.31%
FBLTX:
-45.02%
VCLT:
-21.18%
Returns By Period
In the year-to-date period, FBLTX achieves a 0.83% return, which is significantly higher than VCLT's -0.39% return.
FBLTX
0.83%
-3.83%
-4.84%
2.65%
-10.73%
N/A
VCLT
-0.39%
-3.61%
-4.39%
4.30%
-2.73%
1.73%
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FBLTX vs. VCLT - Expense Ratio Comparison
FBLTX has a 0.03% expense ratio, which is lower than VCLT's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FBLTX vs. VCLT — Risk-Adjusted Performance Rank
FBLTX
VCLT
FBLTX vs. VCLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) and Vanguard Long-Term Corporate Bond ETF (VCLT). 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
FBLTX vs. VCLT - Dividend Comparison
FBLTX's dividend yield for the trailing twelve months is around 3.98%, less than VCLT's 5.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBLTX Fidelity SAI Long-Term Treasury Bond Index Fund | 3.98% | 3.93% | 3.29% | 2.99% | 1.87% | 1.91% | 2.40% | 2.87% | 2.69% | 2.79% | 0.64% | 0.00% |
VCLT Vanguard Long-Term Corporate Bond ETF | 5.36% | 5.19% | 4.67% | 4.44% | 3.07% | 3.16% | 3.81% | 4.55% | 4.01% | 4.33% | 4.68% | 4.29% |
Drawdowns
FBLTX vs. VCLT - Drawdown Comparison
The maximum FBLTX drawdown since its inception was -51.04%, which is greater than VCLT's maximum drawdown of -34.31%. Use the drawdown chart below to compare losses from any high point for FBLTX and VCLT. For additional features, visit the drawdowns tool.
Volatility
FBLTX vs. VCLT - Volatility Comparison
The current volatility for Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) is 5.70%, while Vanguard Long-Term Corporate Bond ETF (VCLT) has a volatility of 6.11%. This indicates that FBLTX experiences smaller price fluctuations and is considered to be less risky than VCLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.