Correlation
The correlation between FBND and AGG is -0.00. 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.
FBND vs. AGG
Compare and contrast key facts about Fidelity Total Bond ETF (FBND) and iShares Core U.S. Aggregate Bond ETF (AGG).
FBND and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBND or AGG.
Performance
FBND vs. AGG - Performance Comparison
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Key characteristics
FBND:
1.15
AGG:
1.15
FBND:
1.40
AGG:
1.41
FBND:
1.17
AGG:
1.17
FBND:
0.57
AGG:
0.43
FBND:
2.72
AGG:
2.44
FBND:
1.92%
AGG:
2.15%
FBND:
5.40%
AGG:
5.40%
FBND:
-17.25%
AGG:
-18.43%
FBND:
-3.63%
AGG:
-6.84%
Returns By Period
In the year-to-date period, FBND achieves a 2.01% return, which is significantly lower than AGG's 2.30% return. Over the past 10 years, FBND has outperformed AGG with an annualized return of 2.20%, while AGG has yielded a comparatively lower 1.50% annualized return.
FBND
2.01%
-1.14%
0.64%
6.13%
2.06%
0.24%
2.20%
AGG
2.30%
-0.94%
0.97%
6.14%
1.22%
-0.97%
1.50%
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FBND vs. AGG - Expense Ratio Comparison
FBND has a 0.36% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
FBND vs. AGG — Risk-Adjusted Performance Rank
FBND
AGG
FBND vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond ETF (FBND) and iShares Core U.S. Aggregate Bond ETF (AGG). 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
FBND vs. AGG - Dividend Comparison
FBND's dividend yield for the trailing twelve months is around 5.06%, more than AGG's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBND Fidelity Total Bond ETF | 5.06% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.82% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
FBND vs. AGG - Drawdown Comparison
The maximum FBND drawdown since its inception was -17.25%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for FBND and AGG.
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Volatility
FBND vs. AGG - Volatility Comparison
Fidelity Total Bond ETF (FBND) and iShares Core U.S. Aggregate Bond ETF (AGG) have volatilities of 1.43% and 1.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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