FBND vs. FTHRX
Compare and contrast key facts about Fidelity Total Bond ETF (FBND) and Fidelity Intermediate Bond Fund (FTHRX).
FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBND or FTHRX.
Correlation
The correlation between FBND and FTHRX is -0.09. 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
FBND vs. FTHRX - Performance Comparison
Key characteristics
FBND:
1.32
FTHRX:
2.05
FBND:
1.92
FTHRX:
3.26
FBND:
1.23
FTHRX:
1.40
FBND:
0.69
FTHRX:
0.92
FBND:
3.81
FTHRX:
6.57
FBND:
1.88%
FTHRX:
1.09%
FBND:
5.42%
FTHRX:
3.50%
FBND:
-17.25%
FTHRX:
-13.96%
FBND:
-3.54%
FTHRX:
-1.30%
Returns By Period
The year-to-date returns for both investments are quite close, with FBND having a 2.10% return and FTHRX slightly higher at 2.17%. Over the past 10 years, FBND has outperformed FTHRX with an annualized return of 2.11%, while FTHRX has yielded a comparatively lower 1.66% annualized return.
FBND
2.10%
-0.21%
1.24%
7.22%
0.56%
2.11%
FTHRX
2.17%
0.40%
2.09%
6.95%
0.57%
1.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FBND vs. FTHRX - Expense Ratio Comparison
FBND has a 0.36% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
FBND vs. FTHRX — Risk-Adjusted Performance Rank
FBND
FTHRX
FBND vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond ETF (FBND) and Fidelity Intermediate Bond Fund (FTHRX). 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
FBND vs. FTHRX - Dividend Comparison
FBND's dividend yield for the trailing twelve months is around 4.63%, more than FTHRX's 3.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBND Fidelity Total Bond ETF | 4.63% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
FTHRX Fidelity Intermediate Bond Fund | 3.50% | 3.49% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
FBND vs. FTHRX - Drawdown Comparison
The maximum FBND drawdown since its inception was -17.25%, which is greater than FTHRX's maximum drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for FBND and FTHRX. For additional features, visit the drawdowns tool.
Volatility
FBND vs. FTHRX - Volatility Comparison
Fidelity Total Bond ETF (FBND) has a higher volatility of 2.32% compared to Fidelity Intermediate Bond Fund (FTHRX) at 1.41%. This indicates that FBND's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.