FIWGX vs. VCIT
Compare and contrast key facts about Strategic Advisers Fidelity Core Income Fund (FIWGX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
FIWGX is managed by Fidelity. It was launched on Oct 16, 2018. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIWGX or VCIT.
Correlation
The correlation between FIWGX and VCIT 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. VCIT - Performance Comparison
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Key characteristics
FIWGX:
1.03
VCIT:
1.20
FIWGX:
1.59
VCIT:
1.70
FIWGX:
1.19
VCIT:
1.21
FIWGX:
0.58
VCIT:
0.68
FIWGX:
3.01
VCIT:
3.87
FIWGX:
1.98%
VCIT:
1.68%
FIWGX:
5.52%
VCIT:
5.53%
FIWGX:
-17.83%
VCIT:
-20.56%
FIWGX:
-4.30%
VCIT:
-3.01%
Returns By Period
In the year-to-date period, FIWGX achieves a 2.14% return, which is significantly lower than VCIT's 2.29% return.
FIWGX
2.14%
1.26%
1.30%
5.94%
0.62%
N/A
VCIT
2.29%
1.69%
1.32%
6.90%
1.30%
2.83%
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FIWGX vs. VCIT - Expense Ratio Comparison
FIWGX has a 0.46% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Risk-Adjusted Performance
FIWGX vs. VCIT — Risk-Adjusted Performance Rank
FIWGX
VCIT
FIWGX vs. VCIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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. VCIT - Dividend Comparison
FIWGX's dividend yield for the trailing twelve months is around 4.35%, less than VCIT's 4.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | 4.35% | 4.36% | 3.78% | 2.98% | 2.08% | 6.66% | 4.29% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.51% | 4.43% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
Drawdowns
FIWGX vs. VCIT - Drawdown Comparison
The maximum FIWGX drawdown since its inception was -17.83%, smaller than the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for FIWGX and VCIT. For additional features, visit the drawdowns tool.
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Volatility
FIWGX vs. VCIT - Volatility Comparison
The current volatility for Strategic Advisers Fidelity Core Income Fund (FIWGX) is 1.68%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.99%. This indicates that FIWGX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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