FIBUX vs. VBTLX
Compare and contrast key facts about Fidelity Flex U.S. Bond Index Fund (FIBUX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
FIBUX is managed by Fidelity. It was launched on Mar 9, 2017. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIBUX or VBTLX.
Correlation
The correlation between FIBUX and VBTLX is 0.96, 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. VBTLX - Performance Comparison
Key characteristics
FIBUX:
0.27
VBTLX:
0.34
FIBUX:
0.41
VBTLX:
0.52
FIBUX:
1.05
VBTLX:
1.06
FIBUX:
0.10
VBTLX:
0.14
FIBUX:
0.77
VBTLX:
0.98
FIBUX:
1.94%
VBTLX:
1.91%
FIBUX:
5.56%
VBTLX:
5.44%
FIBUX:
-19.46%
VBTLX:
-19.05%
FIBUX:
-10.30%
VBTLX:
-9.65%
Returns By Period
In the year-to-date period, FIBUX achieves a 1.27% return, which is significantly higher than VBTLX's 0.95% return.
FIBUX
1.27%
-0.44%
0.97%
1.71%
-0.55%
N/A
VBTLX
0.95%
-0.42%
0.91%
1.76%
-0.41%
1.25%
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FIBUX vs. VBTLX - Expense Ratio Comparison
FIBUX has a 0.00% expense ratio, which is lower than VBTLX's 0.05% 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. VBTLX - 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 Index Fund Admiral Shares (VBTLX). 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. VBTLX - Dividend Comparison
FIBUX's dividend yield for the trailing twelve months is around 3.25%, less than VBTLX's 3.33% 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 Index Fund Admiral Shares | 3.33% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% | 2.56% |
Drawdowns
FIBUX vs. VBTLX - Drawdown Comparison
The maximum FIBUX drawdown since its inception was -19.46%, roughly equal to the maximum VBTLX drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for FIBUX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
FIBUX vs. VBTLX - Volatility Comparison
Fidelity Flex U.S. Bond Index Fund (FIBUX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) have volatilities of 1.51% and 1.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.