FIBUX vs. SCHG
Compare and contrast key facts about Fidelity Flex U.S. Bond Index Fund (FIBUX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FIBUX is managed by Fidelity. It was launched on Mar 9, 2017. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
FIBUX vs. SCHG - Performance Comparison
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FIBUX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIBUX Fidelity Flex U.S. Bond Index Fund | -0.24% | 7.20% | 1.31% | 5.46% | -13.41% | -2.16% | 7.08% | 8.58% | 0.12% | 3.81% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 18.46% |
Returns By Period
In the year-to-date period, FIBUX achieves a -0.24% return, which is significantly higher than SCHG's -9.73% return.
FIBUX
- 1D
- 0.22%
- 1M
- -1.61%
- YTD
- -0.24%
- 6M
- 0.51%
- 1Y
- 3.75%
- 3Y*
- 3.51%
- 5Y*
- 0.05%
- 10Y*
- —
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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FIBUX vs. SCHG - Expense Ratio Comparison
FIBUX has a 0.00% expense ratio, which is lower than SCHG's 0.04% 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. SCHG — Risk / Return Rank
FIBUX
SCHG
FIBUX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex U.S. Bond Index Fund (FIBUX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.76 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.24 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.09 | +0.75 |
Martin ratioReturn relative to average drawdown | 5.19 | 3.71 | +1.49 |
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 | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.76 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.57 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.79 | -0.45 |
Correlation
The correlation between FIBUX and SCHG is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FIBUX vs. SCHG - Dividend Comparison
FIBUX's dividend yield for the trailing twelve months is around 3.69%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.69% | 3.95% | 3.65% | 2.93% | 1.62% | 1.18% | 2.32% | 2.96% | 2.70% | 2.45% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
FIBUX vs. SCHG - Drawdown Comparison
The maximum FIBUX drawdown since its inception was -19.76%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FIBUX and SCHG.
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Drawdown Indicators
| FIBUX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.76% | -34.59% | +14.83% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -16.41% | +13.63% |
Max Drawdown (5Y)Largest decline over 5 years | -18.40% | -34.59% | +16.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.59% | — |
Current DrawdownCurrent decline from peak | -4.10% | -12.51% | +8.41% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -5.22% | -0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 4.84% | -3.85% |
Volatility
FIBUX vs. SCHG - Volatility Comparison
The current volatility for Fidelity Flex U.S. Bond Index Fund (FIBUX) is 1.61%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. This indicates that FIBUX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIBUX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 6.77% | -5.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 12.54% | -9.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.44% | 22.45% | -18.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.01% | 22.31% | -16.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.13% | 21.51% | -16.38% |