FNDSX vs. BND
Compare and contrast key facts about Fidelity Sustainability Bond Index Fund (FNDSX) and Vanguard Total Bond Market ETF (BND).
FNDSX is managed by Fidelity. It was launched on Jun 19, 2018. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNDSX or BND.
Correlation
The correlation between FNDSX and BND is 0.95, 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.
Performance
FNDSX vs. BND - Performance Comparison
Key characteristics
FNDSX:
0.21
BND:
0.14
FNDSX:
0.33
BND:
0.23
FNDSX:
1.04
BND:
1.03
FNDSX:
0.08
BND:
0.05
FNDSX:
0.51
BND:
0.35
FNDSX:
2.20%
BND:
2.10%
FNDSX:
5.40%
BND:
5.37%
FNDSX:
-19.25%
BND:
-18.84%
FNDSX:
-11.29%
BND:
-10.22%
Returns By Period
In the year-to-date period, FNDSX achieves a -1.20% return, which is significantly lower than BND's -0.96% return.
FNDSX
-1.20%
-2.05%
-1.13%
0.03%
-0.93%
N/A
BND
-0.96%
-1.68%
-0.66%
0.54%
-0.70%
1.05%
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FNDSX vs. BND - Expense Ratio Comparison
FNDSX has a 0.10% expense ratio, which is higher than BND'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%.
Risk-Adjusted Performance
FNDSX vs. BND — Risk-Adjusted Performance Rank
FNDSX
BND
FNDSX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainability Bond Index Fund (FNDSX) and Vanguard Total Bond Market ETF (BND). 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.
Dividends
FNDSX vs. BND - Dividend Comparison
FNDSX's dividend yield for the trailing twelve months is around 3.26%, less than BND's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDSX Fidelity Sustainability Bond Index Fund | 3.26% | 3.22% | 2.83% | 2.04% | 1.34% | 1.87% | 2.72% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.70% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
FNDSX vs. BND - Drawdown Comparison
The maximum FNDSX drawdown since its inception was -19.25%, roughly equal to the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for FNDSX and BND. For additional features, visit the drawdowns tool.
Volatility
FNDSX vs. BND - Volatility Comparison
The current volatility for Fidelity Sustainability Bond Index Fund (FNDSX) is 1.18%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.30%. This indicates that FNDSX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.