FIFZX vs. BNDX
Compare and contrast key facts about Fidelity Series Bond Index Fund (FIFZX) and Vanguard Total International Bond ETF (BNDX).
FIFZX is managed by Fidelity. It was launched on Apr 26, 2019. BNDX is a passively managed fund by Vanguard that tracks the performance of the Barclays Global Aggregate ex-USD Float-Adjusted Index (Hedged). It was launched on May 31, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIFZX or BNDX.
Correlation
The correlation between FIFZX and BNDX 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. BNDX - Performance Comparison
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Key characteristics
FIFZX:
0.76
BNDX:
1.32
FIFZX:
1.25
BNDX:
1.84
FIFZX:
1.15
BNDX:
1.22
FIFZX:
0.33
BNDX:
0.54
FIFZX:
2.05
BNDX:
5.75
FIFZX:
2.20%
BNDX:
0.83%
FIFZX:
5.39%
BNDX:
3.74%
FIFZX:
-19.56%
BNDX:
-16.23%
FIFZX:
-8.94%
BNDX:
-3.56%
Returns By Period
In the year-to-date period, FIFZX achieves a 1.16% return, which is significantly higher than BNDX's 0.53% return.
FIFZX
1.16%
-0.13%
1.11%
4.14%
1.40%
-1.36%
N/A
BNDX
0.53%
-0.64%
1.02%
4.91%
2.40%
-0.13%
1.97%
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FIFZX vs. BNDX - Expense Ratio Comparison
FIFZX has a 0.00% expense ratio, which is lower than BNDX's 0.07% 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. BNDX — Risk-Adjusted Performance Rank
FIFZX
BNDX
FIFZX vs. BNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Bond Index Fund (FIFZX) and Vanguard Total International Bond ETF (BNDX). 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.
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Dividends
FIFZX vs. BNDX - Dividend Comparison
FIFZX's dividend yield for the trailing twelve months is around 3.77%, less than BNDX's 4.31% 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% |
BNDX Vanguard Total International Bond ETF | 4.31% | 4.18% | 4.42% | 1.51% | 3.74% | 1.11% | 3.40% | 3.01% | 2.23% | 1.89% | 1.63% | 1.54% |
Drawdowns
FIFZX vs. BNDX - Drawdown Comparison
The maximum FIFZX drawdown since its inception was -19.56%, which is greater than BNDX's maximum drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for FIFZX and BNDX. For additional features, visit the drawdowns tool.
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Volatility
FIFZX vs. BNDX - Volatility Comparison
Fidelity Series Bond Index Fund (FIFZX) has a higher volatility of 1.40% compared to Vanguard Total International Bond ETF (BNDX) at 1.19%. This indicates that FIFZX's price experiences larger fluctuations and is considered to be riskier than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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