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 Barclays Global Aggregate Float Adjusted TR Index. It was launched on Sep 4, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKFX or BNDW.
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.
Performance
FIKFX vs. BNDW - Performance Comparison
Key characteristics
FIKFX:
1.36
BNDW:
1.01
FIKFX:
1.99
BNDW:
1.47
FIKFX:
1.24
BNDW:
1.17
FIKFX:
1.04
BNDW:
0.40
FIKFX:
5.88
BNDW:
3.62
FIKFX:
0.97%
BNDW:
1.19%
FIKFX:
4.17%
BNDW:
4.29%
FIKFX:
-15.37%
BNDW:
-17.22%
FIKFX:
-0.42%
BNDW:
-5.02%
Returns By Period
In the year-to-date period, FIKFX achieves a 2.08% return, which is significantly higher than BNDW's 1.44% return.
FIKFX
2.08%
-0.42%
0.16%
6.23%
2.98%
2.38%
BNDW
1.44%
-0.56%
-0.50%
4.89%
-0.10%
N/A
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FIKFX vs. BNDW - Expense Ratio Comparison
FIKFX has a 0.12% expense ratio, which is higher than BNDW's 0.06% 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%.
Risk-Adjusted Performance
FIKFX vs. BNDW — Risk-Adjusted Performance Rank
FIKFX
BNDW
FIKFX vs. BNDW - Risk-Adjusted Performance 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.
Dividends
FIKFX vs. BNDW - Dividend Comparison
FIKFX's dividend yield for the trailing twelve months is around 3.12%, less than BNDW's 3.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.12% | 3.13% | 2.85% | 2.86% | 1.43% | 1.25% | 2.06% | 2.05% | 1.53% | 1.53% | 1.89% | 2.83% |
BNDW Vanguard Total World Bond ETF | 3.69% | 3.90% | 3.73% | 2.02% | 2.58% | 1.56% | 3.05% | 1.66% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIKFX vs. BNDW - Drawdown Comparison
The maximum FIKFX drawdown since its inception was -15.37%, 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. For additional features, visit the drawdowns tool.
Volatility
FIKFX vs. BNDW - Volatility Comparison
The current volatility for Fidelity Freedom Index Income Fund Investor Class (FIKFX) is 0.82%, while Vanguard Total World Bond ETF (BNDW) has a volatility of 1.17%. This indicates that FIKFX experiences smaller price fluctuations and is considered to be less risky than BNDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.