FNDSX vs. ITOT
Compare and contrast key facts about Fidelity Sustainability Bond Index Fund (FNDSX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
FNDSX is managed by Fidelity. It was launched on Jun 19, 2018. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNDSX or ITOT.
Correlation
The correlation between FNDSX and ITOT is 0.00, 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
FNDSX vs. ITOT - Performance Comparison
Key characteristics
FNDSX:
0.21
ITOT:
1.80
FNDSX:
0.33
ITOT:
2.41
FNDSX:
1.04
ITOT:
1.33
FNDSX:
0.08
ITOT:
2.76
FNDSX:
0.51
ITOT:
10.95
FNDSX:
2.20%
ITOT:
2.14%
FNDSX:
5.40%
ITOT:
13.08%
FNDSX:
-19.25%
ITOT:
-55.20%
FNDSX:
-11.29%
ITOT:
-4.35%
Returns By Period
In the year-to-date period, FNDSX achieves a -1.20% return, which is significantly lower than ITOT's -0.46% return.
FNDSX
-1.20%
-2.05%
-1.13%
0.03%
-0.93%
N/A
ITOT
-0.46%
-3.46%
4.05%
23.40%
13.09%
12.72%
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FNDSX vs. ITOT - Expense Ratio Comparison
FNDSX has a 0.10% expense ratio, which is higher than ITOT'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. ITOT — Risk-Adjusted Performance Rank
FNDSX
ITOT
FNDSX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainability Bond Index Fund (FNDSX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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. ITOT - Dividend Comparison
FNDSX's dividend yield for the trailing twelve months is around 3.26%, more than ITOT's 1.23% 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% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.23% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
FNDSX vs. ITOT - Drawdown Comparison
The maximum FNDSX drawdown since its inception was -19.25%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FNDSX and ITOT. For additional features, visit the drawdowns tool.
Volatility
FNDSX vs. ITOT - Volatility Comparison
The current volatility for Fidelity Sustainability Bond Index Fund (FNDSX) is 1.18%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 4.75%. This indicates that FNDSX experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.