FIWGX vs. BND
Compare and contrast key facts about Strategic Advisers Fidelity Core Income Fund (FIWGX) and Vanguard Total Bond Market ETF (BND).
FIWGX is managed by Fidelity. It was launched on Oct 16, 2018. BND is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. Aggregate Float Adjusted Index. It was launched on Apr 3, 2007.
Performance
FIWGX vs. BND - Performance Comparison
Loading graphics...
FIWGX vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | -0.76% | 6.90% | 2.14% | 6.51% | -13.71% | -0.37% | 10.21% | 9.39% | 1.28% |
BND Vanguard Total Bond Market ETF | 0.09% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | 2.14% |
Returns By Period
In the year-to-date period, FIWGX achieves a -0.76% return, which is significantly lower than BND's 0.09% return.
FIWGX
- 1D
- 0.22%
- 1M
- -1.61%
- YTD
- -0.76%
- 6M
- -0.28%
- 1Y
- 2.78%
- 3Y*
- 3.79%
- 5Y*
- 0.39%
- 10Y*
- —
BND
- 1D
- 0.04%
- 1M
- -1.30%
- YTD
- 0.09%
- 6M
- 0.74%
- 1Y
- 3.96%
- 3Y*
- 3.60%
- 5Y*
- 0.25%
- 10Y*
- 1.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIWGX vs. BND - Expense Ratio Comparison
FIWGX has a 0.46% expense ratio, which is higher than BND's 0.03% expense ratio.
Return for Risk
FIWGX vs. BND — Risk / Return Rank
FIWGX
BND
FIWGX vs. BND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) and Vanguard Total Bond Market ETF (BND). 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.
| FIWGX | BND | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.93 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.32 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.75 | -0.34 |
Martin ratioReturn relative to average drawdown | 4.49 | 4.78 | -0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FIWGX | BND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.93 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.04 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.59 | -0.10 |
Correlation
The correlation between FIWGX and BND is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FIWGX vs. BND - Dividend Comparison
FIWGX's dividend yield for the trailing twelve months is around 2.75%, less than BND's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | 2.75% | 3.68% | 4.36% | 3.79% | 2.24% | 1.77% | 6.83% | 4.30% | 0.57% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.93% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
Drawdowns
FIWGX vs. BND - Drawdown Comparison
The maximum FIWGX drawdown since its inception was -18.42%, roughly equal to the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for FIWGX and BND.
Loading graphics...
Drawdown Indicators
| FIWGX | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.42% | -18.58% | +0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -2.44% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -18.42% | -17.91% | -0.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.58% | — |
Current DrawdownCurrent decline from peak | -1.92% | -2.54% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -3.07% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.90% | +0.12% |
Volatility
FIWGX vs. BND - Volatility Comparison
The current volatility for Strategic Advisers Fidelity Core Income Fund (FIWGX) is 1.31%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.63%. This indicates that FIWGX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FIWGX | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 1.63% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 2.52% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.92% | 4.30% | +0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.06% | 6.00% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.53% | 5.52% | +0.01% |