FIWGX vs. IGIB
Compare and contrast key facts about Strategic Advisers Fidelity Core Income Fund (FIWGX) and iShares Intermediate-Term Corporate Bond ETF (IGIB).
FIWGX is managed by Fidelity. It was launched on Oct 16, 2018. IGIB is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays U.S. Intermediate Credit Index. It was launched on Jan 11, 2007.
Performance
FIWGX vs. IGIB - Performance Comparison
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FIWGX vs. IGIB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | -0.42% | 6.90% | 2.14% | 6.51% | -13.71% | -0.37% | 10.21% | 9.39% | 1.28% |
IGIB iShares Intermediate-Term Corporate Bond ETF | -0.09% | 9.58% | 3.49% | 9.22% | -14.00% | -1.66% | 9.64% | 14.60% | 0.75% |
Returns By Period
In the year-to-date period, FIWGX achieves a -0.42% return, which is significantly lower than IGIB's -0.09% return.
FIWGX
- 1D
- 0.00%
- 1M
- -1.17%
- YTD
- -0.42%
- 6M
- -0.05%
- 1Y
- 3.24%
- 3Y*
- 3.91%
- 5Y*
- 0.46%
- 10Y*
- —
IGIB
- 1D
- 0.28%
- 1M
- -1.22%
- YTD
- -0.09%
- 6M
- 0.64%
- 1Y
- 6.22%
- 3Y*
- 5.69%
- 5Y*
- 1.64%
- 10Y*
- 3.12%
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FIWGX vs. IGIB - Expense Ratio Comparison
FIWGX has a 0.46% expense ratio, which is higher than IGIB's 0.06% expense ratio.
Return for Risk
FIWGX vs. IGIB — Risk / Return Rank
FIWGX
IGIB
FIWGX vs. IGIB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) and iShares Intermediate-Term Corporate Bond ETF (IGIB). 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 | IGIB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.29 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.80 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.24 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.10 | -0.55 |
Martin ratioReturn relative to average drawdown | 4.94 | 7.41 | -2.47 |
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
| FIWGX | IGIB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.29 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.25 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.70 | -0.20 |
Correlation
The correlation between FIWGX and IGIB is 0.84, 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. IGIB - Dividend Comparison
FIWGX's dividend yield for the trailing twelve months is around 3.08%, less than IGIB's 4.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | 3.08% | 3.68% | 4.36% | 3.79% | 2.24% | 1.77% | 6.83% | 4.30% | 0.57% | 0.00% | 0.00% | 0.00% |
IGIB iShares Intermediate-Term Corporate Bond ETF | 4.74% | 4.59% | 4.41% | 3.78% | 3.04% | 2.52% | 2.74% | 3.44% | 3.41% | 2.51% | 2.45% | 2.51% |
Drawdowns
FIWGX vs. IGIB - Drawdown Comparison
The maximum FIWGX drawdown since its inception was -18.42%, smaller than the maximum IGIB drawdown of -20.62%. Use the drawdown chart below to compare losses from any high point for FIWGX and IGIB.
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Drawdown Indicators
| FIWGX | IGIB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.42% | -20.62% | +2.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -3.01% | -0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.42% | -20.62% | +2.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.62% | — |
Current DrawdownCurrent decline from peak | -1.59% | -1.63% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -2.59% | -2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.86% | +0.16% |
Volatility
FIWGX vs. IGIB - Volatility Comparison
The current volatility for Strategic Advisers Fidelity Core Income Fund (FIWGX) is 1.41%, while iShares Intermediate-Term Corporate Bond ETF (IGIB) has a volatility of 2.15%. This indicates that FIWGX experiences smaller price fluctuations and is considered to be less risky than IGIB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIWGX | IGIB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.41% | 2.15% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 2.90% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.78% | 4.83% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.06% | 6.55% | -0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.53% | 6.04% | -0.51% |