Correlation
The correlation between FIGB and IUSB is 0.14, 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.
FIGB vs. IUSB
Compare and contrast key facts about Fidelity Investment Grade Bond ETF (FIGB) and iShares Core Total USD Bond Market ETF (IUSB).
FIGB and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FIGB is an actively managed fund by Fidelity. It was launched on Mar 2, 2021. IUSB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Universal Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIGB or IUSB.
Performance
FIGB vs. IUSB - Performance Comparison
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Key characteristics
FIGB:
0.81
IUSB:
1.00
FIGB:
1.08
IUSB:
1.31
FIGB:
1.13
IUSB:
1.16
FIGB:
0.40
IUSB:
0.43
FIGB:
1.88
IUSB:
2.40
FIGB:
2.34%
IUSB:
1.90%
FIGB:
6.02%
IUSB:
5.06%
FIGB:
-18.08%
IUSB:
-17.98%
FIGB:
-5.90%
IUSB:
-5.50%
Returns By Period
The year-to-date returns for both investments are quite close, with FIGB having a 1.60% return and IUSB slightly higher at 1.64%.
FIGB
1.60%
0.27%
1.42%
4.85%
1.60%
N/A
N/A
IUSB
1.64%
-0.57%
1.43%
4.90%
1.75%
-0.51%
1.67%
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FIGB vs. IUSB - Expense Ratio Comparison
FIGB has a 0.36% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Risk-Adjusted Performance
FIGB vs. IUSB — Risk-Adjusted Performance Rank
FIGB
IUSB
FIGB vs. IUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Investment Grade Bond ETF (FIGB) and iShares Core Total USD Bond Market ETF (IUSB). 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
FIGB vs. IUSB - Dividend Comparison
FIGB's dividend yield for the trailing twelve months is around 4.24%, more than IUSB's 4.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGB Fidelity Investment Grade Bond ETF | 4.24% | 4.28% | 3.79% | 2.44% | 1.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSB iShares Core Total USD Bond Market ETF | 4.15% | 4.04% | 3.46% | 2.53% | 1.74% | 2.45% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% | 1.39% |
Drawdowns
FIGB vs. IUSB - Drawdown Comparison
The maximum FIGB drawdown since its inception was -18.08%, roughly equal to the maximum IUSB drawdown of -17.98%. Use the drawdown chart below to compare losses from any high point for FIGB and IUSB.
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Volatility
FIGB vs. IUSB - Volatility Comparison
Fidelity Investment Grade Bond ETF (FIGB) has a higher volatility of 1.81% compared to iShares Core Total USD Bond Market ETF (IUSB) at 1.34%. This indicates that FIGB's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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