FLTB vs. BSV
Compare and contrast key facts about Fidelity Limited Term Bond ETF (FLTB) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV).
FLTB and BSV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLTB is an actively managed fund by Fidelity. It was launched on Oct 6, 2014. BSV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Performance
FLTB vs. BSV - Performance Comparison
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FLTB vs. BSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLTB Fidelity Limited Term Bond ETF | 0.14% | 6.60% | 5.14% | 5.94% | -5.88% | -1.20% | 5.57% | 5.87% | 1.06% | 2.10% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 0.16% | 6.00% | 3.78% | 4.90% | -5.49% | -1.09% | 4.70% | 4.98% | 1.34% | 1.20% |
Returns By Period
In the year-to-date period, FLTB achieves a 0.14% return, which is significantly lower than BSV's 0.16% return. Over the past 10 years, FLTB has outperformed BSV with an annualized return of 2.47%, while BSV has yielded a comparatively lower 1.97% annualized return.
FLTB
- 1D
- -0.14%
- 1M
- -0.69%
- YTD
- 0.14%
- 6M
- 1.12%
- 1Y
- 4.48%
- 3Y*
- 5.31%
- 5Y*
- 2.22%
- 10Y*
- 2.47%
BSV
- 1D
- 0.02%
- 1M
- -0.57%
- YTD
- 0.16%
- 6M
- 1.15%
- 1Y
- 4.05%
- 3Y*
- 4.27%
- 5Y*
- 1.68%
- 10Y*
- 1.97%
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FLTB vs. BSV - Expense Ratio Comparison
FLTB has a 0.25% expense ratio, which is higher than BSV's 0.03% 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
FLTB vs. BSV — Risk / Return Rank
FLTB
BSV
FLTB vs. BSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Bond ETF (FLTB) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV). 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.
| FLTB | BSV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 2.04 | -0.05 |
Sortino ratioReturn per unit of downside risk | 2.98 | 3.25 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.40 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.06 | 3.23 | -0.16 |
Martin ratioReturn relative to average drawdown | 12.68 | 12.23 | +0.45 |
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
| FLTB | BSV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 2.04 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.62 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.83 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.86 | -0.03 |
Correlation
The correlation between FLTB and BSV is 0.66, 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
FLTB vs. BSV - Dividend Comparison
FLTB's dividend yield for the trailing twelve months is around 4.37%, more than BSV's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLTB Fidelity Limited Term Bond ETF | 4.37% | 4.31% | 4.11% | 3.20% | 1.63% | 0.89% | 1.56% | 2.67% | 2.50% | 1.78% | 1.59% | 1.63% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 3.93% | 3.83% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% |
Drawdowns
FLTB vs. BSV - Drawdown Comparison
The maximum FLTB drawdown since its inception was -9.37%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for FLTB and BSV.
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Drawdown Indicators
| FLTB | BSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.37% | -8.54% | -0.83% |
Max Drawdown (1Y)Largest decline over 1 year | -1.52% | -1.29% | -0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -9.26% | -8.54% | -0.72% |
Max Drawdown (10Y)Largest decline over 10 years | -9.37% | -8.54% | -0.83% |
Current DrawdownCurrent decline from peak | -0.95% | -0.76% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -1.41% | -0.98% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.37% | 0.34% | +0.03% |
Volatility
FLTB vs. BSV - Volatility Comparison
Fidelity Limited Term Bond ETF (FLTB) has a higher volatility of 0.97% compared to Vanguard Short-Term Bond Index Fund ETF Shares (BSV) at 0.78%. This indicates that FLTB's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLTB | BSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.97% | 0.78% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 1.50% | 1.19% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.27% | 2.00% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.78% | 2.71% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.93% | 2.37% | +0.56% |