FIBUX vs. FXAIX
Compare and contrast key facts about Fidelity Flex U.S. Bond Index Fund (FIBUX) and Fidelity 500 Index Fund (FXAIX).
FIBUX is managed by Fidelity. It was launched on Mar 9, 2017. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FIBUX vs. FXAIX - Performance Comparison
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FIBUX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 14.86% |
Returns By Period
In the year-to-date period, FIBUX achieves a -0.45% return, which is significantly higher than FXAIX's -7.05% return.
FIBUX
- 1D
- 0.44%
- 1M
- -2.35%
- YTD
- -0.45%
- 6M
- 0.51%
- 1Y
- 3.75%
- 3Y*
- 3.43%
- 5Y*
- 0.09%
- 10Y*
- —
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FIBUX vs. FXAIX - Expense Ratio Comparison
FIBUX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% 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. FXAIX — Risk / Return Rank
FIBUX
FXAIX
FIBUX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex U.S. Bond Index Fund (FIBUX) and Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.84 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.30 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.05 | +0.66 |
Martin ratioReturn relative to average drawdown | 4.89 | 5.13 | -0.24 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.84 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.68 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.75 | -0.41 |
Correlation
The correlation between FIBUX and FXAIX is -0.02. 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.
Dividends
FIBUX vs. FXAIX - Dividend Comparison
FIBUX's dividend yield for the trailing twelve months is around 3.70%, more than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FIBUX vs. FXAIX - Drawdown Comparison
The maximum FIBUX drawdown since its inception was -19.76%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIBUX and FXAIX.
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Drawdown Indicators
| FIBUX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.76% | -33.79% | +14.03% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -12.13% | +9.35% |
Max Drawdown (5Y)Largest decline over 5 years | -18.40% | -24.50% | +6.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -4.31% | -8.89% | +4.58% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -3.83% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 2.50% | -1.52% |
Volatility
FIBUX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Flex U.S. Bond Index Fund (FIBUX) is 1.64%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.24%. This indicates that FIBUX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIBUX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 4.24% | -2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 9.08% | -6.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.45% | 18.13% | -13.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.01% | 16.88% | -10.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.13% | 18.03% | -12.90% |