FIBUX vs. BND
Compare and contrast key facts about Fidelity Flex U.S. Bond Index Fund (FIBUX) and Vanguard Total Bond Market ETF (BND).
FIBUX is managed by Fidelity. It was launched on Mar 9, 2017. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIBUX or BND.
Correlation
The correlation between FIBUX and BND is 0.94, 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.
Performance
FIBUX vs. BND - Performance Comparison
Key characteristics
FIBUX:
0.27
BND:
0.40
FIBUX:
0.41
BND:
0.58
FIBUX:
1.05
BND:
1.07
FIBUX:
0.10
BND:
0.16
FIBUX:
0.77
BND:
1.15
FIBUX:
1.94%
BND:
1.88%
FIBUX:
5.56%
BND:
5.43%
FIBUX:
-19.46%
BND:
-18.84%
FIBUX:
-10.30%
BND:
-9.29%
Returns By Period
In the year-to-date period, FIBUX achieves a 1.27% return, which is significantly lower than BND's 1.45% return.
FIBUX
1.27%
-0.44%
0.97%
1.71%
-0.55%
N/A
BND
1.45%
-0.19%
1.21%
1.96%
-0.35%
1.31%
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FIBUX vs. BND - Expense Ratio Comparison
FIBUX has a 0.00% expense ratio, which is lower than BND'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%.
Risk-Adjusted Performance
FIBUX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex U.S. Bond Index Fund (FIBUX) 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.
Dividends
FIBUX vs. BND - Dividend Comparison
FIBUX's dividend yield for the trailing twelve months is around 3.25%, less than BND's 3.62% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Flex U.S. Bond Index Fund | 3.25% | 2.91% | 2.15% | 1.46% | 2.05% | 2.77% | 2.72% | 1.77% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard Total Bond Market ETF | 3.62% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% | 2.78% |
Drawdowns
FIBUX vs. BND - Drawdown Comparison
The maximum FIBUX drawdown since its inception was -19.46%, roughly equal to the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for FIBUX and BND. For additional features, visit the drawdowns tool.
Volatility
FIBUX vs. BND - Volatility Comparison
The current volatility for Fidelity Flex U.S. Bond Index Fund (FIBUX) is 1.51%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.61%. This indicates that FIBUX 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.