FIKFX vs. BNDW
Compare and contrast key facts about Fidelity Freedom Index Income Fund Investor Class (FIKFX) and Vanguard Total World Bond ETF (BNDW).
FIKFX is managed by Fidelity. It was launched on Oct 2, 2009. BNDW is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Global Aggregate Float Adjusted Composite Index. It was launched on Sep 4, 2018.
Performance
FIKFX vs. BNDW - Performance Comparison
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FIKFX vs. BNDW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKFX Fidelity Freedom Index Income Fund Investor Class | -0.05% | 9.23% | 4.96% | 8.28% | -11.09% | 2.79% | 8.54% | 10.59% | -1.67% |
BNDW Vanguard Total World Bond ETF | 0.09% | 5.02% | 2.42% | 7.18% | -12.88% | -2.10% | 6.22% | 8.37% | 1.21% |
Returns By Period
In the year-to-date period, FIKFX achieves a -0.05% return, which is significantly lower than BNDW's 0.09% return.
FIKFX
- 1D
- 0.74%
- 1M
- -1.99%
- YTD
- -0.05%
- 6M
- 1.03%
- 1Y
- 6.95%
- 3Y*
- 6.20%
- 5Y*
- 2.67%
- 10Y*
- 3.93%
BNDW
- 1D
- 0.13%
- 1M
- -1.46%
- YTD
- 0.09%
- 6M
- 0.53%
- 1Y
- 3.34%
- 3Y*
- 3.77%
- 5Y*
- 0.23%
- 10Y*
- —
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FIKFX vs. BNDW - Expense Ratio Comparison
FIKFX has a 0.12% expense ratio, which is higher than BNDW's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FIKFX vs. BNDW — Risk / Return Rank
FIKFX
BNDW
FIKFX vs. BNDW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index Income Fund Investor Class (FIKFX) and Vanguard Total World Bond ETF (BNDW). 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.
| FIKFX | BNDW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 0.95 | +0.68 |
Sortino ratioReturn per unit of downside risk | 2.30 | 1.34 | +0.96 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.17 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 1.35 | +0.85 |
Martin ratioReturn relative to average drawdown | 9.11 | 4.95 | +4.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIKFX | BNDW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 0.95 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.04 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.37 | +0.59 |
Correlation
The correlation between FIKFX and BNDW is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FIKFX vs. BNDW - Dividend Comparison
FIKFX's dividend yield for the trailing twelve months is around 3.41%, less than BNDW's 4.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.41% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
BNDW Vanguard Total World Bond ETF | 4.18% | 4.12% | 3.90% | 3.73% | 2.02% | 2.58% | 1.56% | 3.05% | 1.66% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIKFX vs. BNDW - Drawdown Comparison
The maximum FIKFX drawdown since its inception was -15.03%, smaller than the maximum BNDW drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for FIKFX and BNDW.
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Drawdown Indicators
| FIKFX | BNDW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.03% | -17.22% | +2.19% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -2.70% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -16.93% | +1.90% |
Max Drawdown (10Y)Largest decline over 10 years | -15.03% | — | — |
Current DrawdownCurrent decline from peak | -2.37% | -1.85% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -1.74% | -5.05% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 0.73% | +0.07% |
Volatility
FIKFX vs. BNDW - Volatility Comparison
Fidelity Freedom Index Income Fund Investor Class (FIKFX) has a higher volatility of 2.05% compared to Vanguard Total World Bond ETF (BNDW) at 1.67%. This indicates that FIKFX's price experiences larger fluctuations and is considered to be riskier than BNDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKFX | BNDW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 1.67% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 2.29% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 3.53% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.07% | 5.17% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.40% | 4.92% | -0.52% |