FIBR vs. BNDI
Compare and contrast key facts about iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) and Neos Enhanced Income Aggregate Bond ETF (BNDI).
FIBR and BNDI 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 Bloomberg U.S. Fixed Income Balanced Risk Index. It was launched on Feb 24, 2015. BNDI is an actively managed fund by Neos. It was launched on Aug 29, 2022.
Performance
FIBR vs. BNDI - Performance Comparison
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FIBR vs. BNDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF | -0.11% | 8.32% | 6.04% | 8.22% | -1.50% |
BNDI Neos Enhanced Income Aggregate Bond ETF | 0.68% | 7.95% | 1.74% | 6.89% | -2.60% |
Returns By Period
In the year-to-date period, FIBR achieves a -0.11% return, which is significantly lower than BNDI's 0.68% return.
FIBR
- 1D
- 0.44%
- 1M
- -1.96%
- YTD
- -0.11%
- 6M
- 0.96%
- 1Y
- 6.43%
- 3Y*
- 6.53%
- 5Y*
- 1.67%
- 10Y*
- 2.49%
BNDI
- 1D
- 0.72%
- 1M
- -1.44%
- YTD
- 0.68%
- 6M
- 2.04%
- 1Y
- 6.09%
- 3Y*
- 4.40%
- 5Y*
- —
- 10Y*
- —
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FIBR vs. BNDI - Expense Ratio Comparison
FIBR has a 0.25% expense ratio, which is lower than BNDI's 0.58% expense ratio.
Return for Risk
FIBR vs. BNDI — Risk / Return Rank
FIBR
BNDI
FIBR vs. BNDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) and Neos Enhanced Income Aggregate Bond ETF (BNDI). 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.
| FIBR | BNDI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.67 | 1.25 | +0.42 |
Sortino ratioReturn per unit of downside risk | 2.40 | 1.75 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 1.95 | +0.29 |
Martin ratioReturn relative to average drawdown | 9.19 | 7.42 | +1.77 |
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
| FIBR | BNDI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.67 | 1.25 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.64 | -0.14 |
Correlation
The correlation between FIBR and BNDI is 0.87, 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
FIBR vs. BNDI - Dividend Comparison
FIBR's dividend yield for the trailing twelve months is around 4.70%, less than BNDI's 5.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF | 4.70% | 4.78% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% |
BNDI Neos Enhanced Income Aggregate Bond ETF | 5.73% | 5.69% | 5.54% | 5.17% | 1.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIBR vs. BNDI - Drawdown Comparison
The maximum FIBR drawdown since its inception was -18.47%, which is greater than BNDI's maximum drawdown of -6.98%. Use the drawdown chart below to compare losses from any high point for FIBR and BNDI.
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Drawdown Indicators
| FIBR | BNDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.47% | -6.98% | -11.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -3.37% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -18.47% | — | — |
Current DrawdownCurrent decline from peak | -1.96% | -1.44% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -1.75% | -1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 0.89% | -0.20% |
Volatility
FIBR vs. BNDI - Volatility Comparison
The current volatility for iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) is 1.91%, while Neos Enhanced Income Aggregate Bond ETF (BNDI) has a volatility of 2.07%. This indicates that FIBR experiences smaller price fluctuations and is considered to be less risky than BNDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIBR | BNDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.91% | 2.07% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.96% | 2.85% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.87% | 4.91% | -1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.59% | 6.27% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.93% | 6.27% | -1.34% |