FIBUX vs. FBND
Compare and contrast key facts about Fidelity Flex U.S. Bond Index Fund (FIBUX) and Fidelity Total Bond ETF (FBND).
FIBUX is managed by Fidelity. It was launched on Mar 9, 2017. FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIBUX or FBND.
Performance
FIBUX vs. FBND - Performance Comparison
Returns By Period
In the year-to-date period, FIBUX achieves a 1.72% return, which is significantly lower than FBND's 2.49% return.
FIBUX
1.72%
-0.78%
2.98%
6.15%
-0.50%
N/A
FBND
2.49%
-0.59%
3.31%
7.41%
0.96%
2.24%
Key characteristics
| FIBUX | FBND | |
|---|---|---|
| Sharpe Ratio | 1.15 | 1.31 |
| Sortino Ratio | 1.69 | 1.90 |
| Omega Ratio | 1.21 | 1.23 |
| Calmar Ratio | 0.44 | 0.63 |
| Martin Ratio | 3.73 | 4.87 |
| Ulcer Index | 1.78% | 1.55% |
| Daily Std Dev | 5.75% | 5.76% |
| Max Drawdown | -19.46% | -17.25% |
| Current Drawdown | -9.90% | -5.20% |
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FIBUX vs. FBND - Expense Ratio Comparison
FIBUX has a 0.00% expense ratio, which is lower than FBND's 0.36% expense ratio.
Correlation
The correlation between FIBUX and FBND 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.
Risk-Adjusted Performance
FIBUX vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex U.S. Bond Index Fund (FIBUX) and Fidelity Total Bond ETF (FBND). 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. FBND - Dividend Comparison
FIBUX's dividend yield for the trailing twelve months is around 3.50%, less than FBND's 4.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.50% | 2.91% | 2.15% | 1.46% | 2.05% | 2.77% | 2.72% | 1.77% | 0.00% | 0.00% | 0.00% |
FBND Fidelity Total Bond ETF | 4.59% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
FIBUX vs. FBND - Drawdown Comparison
The maximum FIBUX drawdown since its inception was -19.46%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for FIBUX and FBND. For additional features, visit the drawdowns tool.
Volatility
FIBUX vs. FBND - Volatility Comparison
Fidelity Flex U.S. Bond Index Fund (FIBUX) has a higher volatility of 1.52% compared to Fidelity Total Bond ETF (FBND) at 1.41%. This indicates that FIBUX's price experiences larger fluctuations and is considered to be riskier than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.