FIBUX vs. AGG
Compare and contrast key facts about Fidelity Flex U.S. Bond Index Fund (FIBUX) and iShares Core U.S. Aggregate Bond ETF (AGG).
FIBUX is managed by Fidelity. It was launched on Mar 9, 2017. AGG is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Performance
FIBUX vs. AGG - Performance Comparison
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FIBUX vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIBUX Fidelity Flex U.S. Bond Index Fund | -0.45% | 7.20% | 1.31% | 5.46% | -13.41% | -2.16% | 7.08% | 8.58% | 0.12% | 3.81% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.02% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 4.02% |
Returns By Period
In the year-to-date period, FIBUX achieves a -0.45% return, which is significantly lower than AGG's 0.02% return.
FIBUX
- 1D
- 0.44%
- 1M
- -2.35%
- YTD
- -0.45%
- 6M
- 0.51%
- 1Y
- 3.75%
- 3Y*
- 3.43%
- 5Y*
- 0.09%
- 10Y*
- —
AGG
- 1D
- 0.23%
- 1M
- -1.79%
- YTD
- 0.02%
- 6M
- 0.97%
- 1Y
- 4.36%
- 3Y*
- 3.59%
- 5Y*
- 0.23%
- 10Y*
- 1.66%
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FIBUX vs. AGG - Expense Ratio Comparison
FIBUX has a 0.00% expense ratio, which is lower than AGG's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FIBUX vs. AGG — Risk / Return Rank
FIBUX
AGG
FIBUX vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex U.S. Bond Index Fund (FIBUX) 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.
| FIBUX | AGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.00 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.42 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.81 | -0.10 |
Martin ratioReturn relative to average drawdown | 4.89 | 5.07 | -0.18 |
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
| FIBUX | AGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.00 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.04 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.31 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.59 | -0.26 |
Correlation
The correlation between FIBUX and AGG is 0.93, 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
FIBUX vs. AGG - Dividend Comparison
FIBUX's dividend yield for the trailing twelve months is around 3.70%, less than AGG's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.70% | 3.95% | 3.65% | 2.93% | 1.62% | 1.18% | 2.32% | 2.96% | 2.70% | 2.45% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.93% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
Drawdowns
FIBUX vs. AGG - Drawdown Comparison
The maximum FIBUX drawdown since its inception was -19.76%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for FIBUX and AGG.
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Drawdown Indicators
| FIBUX | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.76% | -18.43% | -1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -2.52% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -18.40% | -17.82% | -0.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -4.31% | -2.36% | -1.95% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -2.71% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.90% | +0.08% |
Volatility
FIBUX vs. AGG - Volatility Comparison
Fidelity Flex U.S. Bond Index Fund (FIBUX) and iShares Core U.S. Aggregate Bond ETF (AGG) have volatilities of 1.64% and 1.66%, 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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Volatility by Period
| FIBUX | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 1.66% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 2.55% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.45% | 4.37% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.01% | 6.07% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.13% | 5.39% | -0.26% |