FLDR vs. IBDS
Compare and contrast key facts about Fidelity Low Duration Bond Factor ETF (FLDR) and iShares iBonds Dec 2027 Term Corporate ETF (IBDS).
FLDR and IBDS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLDR is a passively managed fund by Fidelity that tracks the performance of the Fidelity Low Duration Investment Grade Factor Index. It was launched on Jun 12, 2018. IBDS is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays December 2027 Maturity Corporate Index. It was launched on Sep 14, 2017. Both FLDR and IBDS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
FLDR vs. IBDS - Performance Comparison
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FLDR vs. IBDS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FLDR Fidelity Low Duration Bond Factor ETF | 0.65% | 5.41% | 5.71% | 6.32% | -0.33% | -0.18% | 2.01% | 4.52% | 0.94% |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 0.53% | 5.86% | 4.61% | 6.44% | -9.52% | -1.56% | 8.95% | 15.08% | 1.35% |
Returns By Period
In the year-to-date period, FLDR achieves a 0.65% return, which is significantly higher than IBDS's 0.53% return.
FLDR
- 1D
- 0.12%
- 1M
- -0.15%
- YTD
- 0.65%
- 6M
- 1.86%
- 1Y
- 4.49%
- 3Y*
- 5.52%
- 5Y*
- 3.58%
- 10Y*
- —
IBDS
- 1D
- 0.17%
- 1M
- -0.10%
- YTD
- 0.53%
- 6M
- 1.76%
- 1Y
- 4.69%
- 3Y*
- 4.94%
- 5Y*
- 1.60%
- 10Y*
- —
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FLDR vs. IBDS - Expense Ratio Comparison
FLDR has a 0.15% expense ratio, which is higher than IBDS's 0.10% 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%.
Return for Risk
FLDR vs. IBDS — Risk / Return Rank
FLDR
IBDS
FLDR vs. IBDS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low Duration Bond Factor ETF (FLDR) and iShares iBonds Dec 2027 Term Corporate ETF (IBDS). 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.
| FLDR | IBDS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.59 | 3.06 | +1.52 |
Sortino ratioReturn per unit of downside risk | 6.89 | 4.76 | +2.13 |
Omega ratioGain probability vs. loss probability | 2.22 | 1.78 | +0.44 |
Calmar ratioReturn relative to maximum drawdown | 5.98 | 5.20 | +0.78 |
Martin ratioReturn relative to average drawdown | 31.24 | 29.11 | +2.13 |
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
| FLDR | IBDS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.59 | 3.06 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.98 | 0.38 | +2.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.56 | +0.04 |
Correlation
The correlation between FLDR and IBDS is 0.42, 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.
Dividends
FLDR vs. IBDS - Dividend Comparison
FLDR's dividend yield for the trailing twelve months is around 4.54%, more than IBDS's 4.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLDR Fidelity Low Duration Bond Factor ETF | 4.54% | 4.66% | 5.50% | 5.28% | 2.09% | 0.51% | 1.22% | 2.69% | 1.38% | 0.00% |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 4.33% | 4.36% | 4.37% | 3.81% | 2.87% | 2.19% | 2.66% | 3.32% | 3.66% | 0.97% |
Drawdowns
FLDR vs. IBDS - Drawdown Comparison
The maximum FLDR drawdown since its inception was -12.23%, smaller than the maximum IBDS drawdown of -16.75%. Use the drawdown chart below to compare losses from any high point for FLDR and IBDS.
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Drawdown Indicators
| FLDR | IBDS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.23% | -16.75% | +4.52% |
Max Drawdown (1Y)Largest decline over 1 year | -0.76% | -0.91% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -2.33% | -14.98% | +12.65% |
Current DrawdownCurrent decline from peak | -0.15% | -0.10% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -0.36% | -3.43% | +3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.14% | 0.16% | -0.02% |
Volatility
FLDR vs. IBDS - Volatility Comparison
Fidelity Low Duration Bond Factor ETF (FLDR) and iShares iBonds Dec 2027 Term Corporate ETF (IBDS) have volatilities of 0.42% and 0.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLDR | IBDS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.42% | 0.42% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 0.56% | 0.71% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.98% | 1.54% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.21% | 4.21% | -3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.32% | 5.60% | -0.28% |