FIBR vs. BND
Compare and contrast key facts about iShares U.S. Fixed Income Balanced Risk Factor ETF (FIBR) and Vanguard Total Bond Market ETF (BND).
FIBR and BND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FIBR is a passively managed fund by iShares that tracks the performance of the FIBR-US - Bloomberg U.S. Fixed Income Balanced Risk Index. It was launched on Feb 24, 2015. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007. Both FIBR and BND are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIBR or BND.
Correlation
The correlation between FIBR and BND is -0.01. 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
FIBR vs. BND - Performance Comparison
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Key characteristics
FIBR:
2.27
BND:
1.00
FIBR:
3.37
BND:
1.45
FIBR:
1.46
BND:
1.17
FIBR:
1.02
BND:
0.42
FIBR:
14.72
BND:
2.54
FIBR:
0.50%
BND:
2.07%
FIBR:
3.26%
BND:
5.30%
FIBR:
-18.47%
BND:
-18.84%
FIBR:
-0.14%
BND:
-7.35%
Returns By Period
In the year-to-date period, FIBR achieves a 1.95% return, which is significantly lower than BND's 2.21% return. Over the past 10 years, FIBR has outperformed BND with an annualized return of 2.08%, while BND has yielded a comparatively lower 1.51% annualized return.
FIBR
1.95%
1.50%
2.29%
7.52%
0.85%
2.08%
BND
2.21%
0.98%
1.19%
5.53%
-0.78%
1.51%
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FIBR vs. BND - Expense Ratio Comparison
FIBR has a 0.25% expense ratio, which is higher than BND's 0.03% expense ratio. However, 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
FIBR vs. BND — Risk-Adjusted Performance Rank
FIBR
BND
FIBR vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Fixed Income Balanced Risk Factor ETF (FIBR) and Vanguard Total Bond Market ETF (BND). 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
FIBR vs. BND - Dividend Comparison
FIBR's dividend yield for the trailing twelve months is around 5.20%, more than BND's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIBR iShares U.S. Fixed Income Balanced Risk Factor ETF | 5.20% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.75% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
FIBR vs. BND - Drawdown Comparison
The maximum FIBR drawdown since its inception was -18.47%, roughly equal to the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for FIBR and BND. For additional features, visit the drawdowns tool.
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Volatility
FIBR vs. BND - Volatility Comparison
The current volatility for iShares U.S. Fixed Income Balanced Risk Factor ETF (FIBR) is 1.15%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.72%. This indicates that FIBR experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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