FIBUX vs. SCHG

In the year-to-date period, FIBUX achieves a 1.74% return, which is significantly higher than SCHG's -10.75% return.

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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%.

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.

The current FIBUX Sharpe Ratio is 0.86, which is higher than the SCHG Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of FIBUX and SCHG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIBUX's dividend yield for the trailing twelve months is around 3.73%, more than SCHG's 0.46% yield.

The maximum FIBUX drawdown since its inception was -19.46%, 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. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Flex U.S. Bond Index Fund (FIBUX) is NaN%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of NaN%. 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.