FIWGX vs. FBND
Compare and contrast key facts about Strategic Advisers Fidelity Core Income Fund (FIWGX) and Fidelity Total Bond ETF (FBND).
FIWGX is managed by Fidelity. It was launched on Oct 16, 2018. FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIWGX or FBND.
Correlation
The correlation between FIWGX and FBND is 0.05, 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
FIWGX vs. FBND - Performance Comparison
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Key characteristics
FIWGX:
0.84
FBND:
0.86
FIWGX:
1.34
FBND:
1.28
FIWGX:
1.16
FBND:
1.15
FIWGX:
0.39
FBND:
0.52
FIWGX:
2.52
FBND:
2.49
FIWGX:
2.00%
FBND:
1.91%
FIWGX:
5.53%
FBND:
5.41%
FIWGX:
-20.11%
FBND:
-17.25%
FIWGX:
-7.64%
FBND:
-4.02%
Returns By Period
In the year-to-date period, FIWGX achieves a 1.35% return, which is significantly lower than FBND's 1.60% return.
FIWGX
1.35%
0.14%
1.29%
4.68%
1.99%
-0.62%
N/A
FBND
1.60%
0.37%
1.31%
4.60%
2.45%
0.29%
2.16%
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FIWGX vs. FBND - Expense Ratio Comparison
FIWGX has a 0.46% expense ratio, which is higher than FBND's 0.36% expense ratio.
Risk-Adjusted Performance
FIWGX vs. FBND — Risk-Adjusted Performance Rank
FIWGX
FBND
FIWGX vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) and Fidelity Total Bond ETF (FBND). 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
FIWGX vs. FBND - Dividend Comparison
FIWGX's dividend yield for the trailing twelve months is around 4.40%, less than FBND's 4.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | 4.40% | 4.38% | 3.80% | 3.01% | 2.02% | 2.50% | 3.01% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% |
FBND Fidelity Total Bond ETF | 4.69% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
FIWGX vs. FBND - Drawdown Comparison
The maximum FIWGX drawdown since its inception was -20.11%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for FIWGX and FBND. For additional features, visit the drawdowns tool.
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Volatility
FIWGX vs. FBND - Volatility Comparison
The current volatility for Strategic Advisers Fidelity Core Income Fund (FIWGX) is 1.45%, while Fidelity Total Bond ETF (FBND) has a volatility of 1.60%. This indicates that FIWGX experiences smaller price fluctuations and is considered to be less risky than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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