FIFZX vs. AGG
Compare and contrast key facts about Fidelity Series Bond Index Fund (FIFZX) and iShares Core U.S. Aggregate Bond ETF (AGG).
FIFZX is managed by Fidelity. It was launched on Apr 26, 2019. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIFZX or AGG.
Correlation
The correlation between FIFZX and AGG is 0.02, 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.
Performance
FIFZX vs. AGG - Performance Comparison
Loading data...
Key characteristics
FIFZX:
0.76
AGG:
0.79
FIFZX:
1.25
AGG:
1.17
FIFZX:
1.15
AGG:
1.14
FIFZX:
0.33
AGG:
0.35
FIFZX:
2.05
AGG:
2.02
FIFZX:
2.20%
AGG:
2.14%
FIFZX:
5.39%
AGG:
5.40%
FIFZX:
-19.56%
AGG:
-18.43%
FIFZX:
-8.94%
AGG:
-7.56%
Returns By Period
In the year-to-date period, FIFZX achieves a 1.16% return, which is significantly lower than AGG's 1.51% return.
FIFZX
1.16%
-0.13%
1.11%
4.14%
1.40%
-1.36%
N/A
AGG
1.51%
-0.05%
1.28%
4.25%
1.39%
-1.09%
1.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIFZX vs. AGG - Expense Ratio Comparison
FIFZX has a 0.00% expense ratio, which is lower than AGG'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
FIFZX vs. AGG — Risk-Adjusted Performance Rank
FIFZX
AGG
FIFZX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Bond Index Fund (FIFZX) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
Loading data...
Dividends
FIFZX vs. AGG - Dividend Comparison
FIFZX's dividend yield for the trailing twelve months is around 3.77%, less than AGG's 3.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFZX Fidelity Series Bond Index Fund | 3.77% | 3.65% | 3.09% | 2.31% | 1.59% | 2.11% | 1.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.85% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
FIFZX vs. AGG - Drawdown Comparison
The maximum FIFZX drawdown since its inception was -19.56%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for FIFZX and AGG. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FIFZX vs. AGG - Volatility Comparison
The current volatility for Fidelity Series Bond Index Fund (FIFZX) is 1.40%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.58%. This indicates that FIFZX experiences smaller price fluctuations and is considered to be less risky than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...