FCBFX vs. IGIB
Compare and contrast key facts about Fidelity Corporate Bond Fund (FCBFX) and iShares Intermediate-Term Corporate Bond ETF (IGIB).
FCBFX is managed by Fidelity. It was launched on May 4, 2010. IGIB is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays U.S. Intermediate Credit Index. It was launched on Jan 11, 2007.
Performance
FCBFX vs. IGIB - Performance Comparison
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FCBFX vs. IGIB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCBFX Fidelity Corporate Bond Fund | -1.20% | 7.86% | 2.82% | 8.82% | -17.11% | -1.59% | 10.59% | 14.48% | -2.56% | 6.83% |
IGIB iShares Intermediate-Term Corporate Bond ETF | -0.45% | 9.58% | 3.49% | 9.22% | -14.00% | -1.66% | 9.64% | 14.60% | -0.71% | 3.50% |
Returns By Period
In the year-to-date period, FCBFX achieves a -1.20% return, which is significantly lower than IGIB's -0.45% return. Over the past 10 years, FCBFX has underperformed IGIB with an annualized return of 2.84%, while IGIB has yielded a comparatively higher 3.07% annualized return.
FCBFX
- 1D
- 0.57%
- 1M
- -2.76%
- YTD
- -1.20%
- 6M
- -0.42%
- 1Y
- 4.08%
- 3Y*
- 4.82%
- 5Y*
- 0.46%
- 10Y*
- 2.84%
IGIB
- 1D
- 0.55%
- 1M
- -1.98%
- YTD
- -0.45%
- 6M
- 0.74%
- 1Y
- 6.18%
- 3Y*
- 5.78%
- 5Y*
- 1.57%
- 10Y*
- 3.07%
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FCBFX vs. IGIB - Expense Ratio Comparison
FCBFX has a 0.44% expense ratio, which is higher than IGIB's 0.06% expense ratio.
Return for Risk
FCBFX vs. IGIB — Risk / Return Rank
FCBFX
IGIB
FCBFX vs. IGIB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Corporate Bond Fund (FCBFX) and iShares Intermediate-Term Corporate Bond ETF (IGIB). 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.
| FCBFX | IGIB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.29 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.79 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.11 | -0.55 |
Martin ratioReturn relative to average drawdown | 5.00 | 7.55 | -2.55 |
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
| FCBFX | IGIB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.29 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.24 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.51 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.69 | 0.00 |
Correlation
The correlation between FCBFX and IGIB is 0.81, 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.
Dividends
FCBFX vs. IGIB - Dividend Comparison
FCBFX's dividend yield for the trailing twelve months is around 3.85%, less than IGIB's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCBFX Fidelity Corporate Bond Fund | 3.85% | 4.11% | 3.95% | 3.74% | 2.53% | 2.82% | 3.19% | 3.28% | 3.65% | 3.16% | 3.55% | 3.01% |
IGIB iShares Intermediate-Term Corporate Bond ETF | 4.70% | 4.59% | 4.41% | 3.78% | 3.04% | 2.52% | 2.74% | 3.44% | 3.41% | 2.51% | 2.45% | 2.51% |
Drawdowns
FCBFX vs. IGIB - Drawdown Comparison
The maximum FCBFX drawdown since its inception was -23.23%, which is greater than IGIB's maximum drawdown of -20.62%. Use the drawdown chart below to compare losses from any high point for FCBFX and IGIB.
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Drawdown Indicators
| FCBFX | IGIB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.23% | -20.62% | -2.61% |
Max Drawdown (1Y)Largest decline over 1 year | -3.31% | -3.01% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -23.21% | -20.62% | -2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -23.23% | -20.62% | -2.61% |
Current DrawdownCurrent decline from peak | -2.76% | -1.98% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -2.59% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 0.84% | +0.19% |
Volatility
FCBFX vs. IGIB - Volatility Comparison
The current volatility for Fidelity Corporate Bond Fund (FCBFX) is 1.85%, while iShares Intermediate-Term Corporate Bond ETF (IGIB) has a volatility of 2.12%. This indicates that FCBFX experiences smaller price fluctuations and is considered to be less risky than IGIB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCBFX | IGIB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 2.12% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 2.86% | 2.91% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.78% | 4.83% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.68% | 6.55% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.94% | 6.04% | -0.10% |