FNDSX vs. VBTLX
Compare and contrast key facts about Fidelity Sustainability Bond Index Fund (FNDSX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
FNDSX is managed by Fidelity. It was launched on Jun 19, 2018. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNDSX or VBTLX.
Correlation
The correlation between FNDSX and VBTLX is 0.97, 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. VBTLX - Performance Comparison
Key characteristics
FNDSX:
0.21
VBTLX:
0.13
FNDSX:
0.33
VBTLX:
0.22
FNDSX:
1.04
VBTLX:
1.03
FNDSX:
0.08
VBTLX:
0.05
FNDSX:
0.51
VBTLX:
0.34
FNDSX:
2.20%
VBTLX:
2.13%
FNDSX:
5.40%
VBTLX:
5.43%
FNDSX:
-19.25%
VBTLX:
-19.05%
FNDSX:
-11.29%
VBTLX:
-10.41%
Returns By Period
The year-to-date returns for both investments are quite close, with FNDSX having a -1.20% return and VBTLX slightly higher at -1.16%.
FNDSX
-1.20%
-2.05%
-1.13%
0.03%
-0.93%
N/A
VBTLX
-1.16%
-1.77%
-0.77%
0.51%
-0.73%
1.03%
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FNDSX vs. VBTLX - Expense Ratio Comparison
FNDSX has a 0.10% expense ratio, which is higher than VBTLX's 0.05% 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. VBTLX — Risk-Adjusted Performance Rank
FNDSX
VBTLX
FNDSX vs. VBTLX - 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 Index Fund Admiral Shares (VBTLX). 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. VBTLX - Dividend Comparison
FNDSX's dividend yield for the trailing twelve months is around 3.26%, less than VBTLX's 3.73% 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% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.73% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
FNDSX vs. VBTLX - Drawdown Comparison
The maximum FNDSX drawdown since its inception was -19.25%, roughly equal to the maximum VBTLX drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for FNDSX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
FNDSX vs. VBTLX - Volatility Comparison
The current volatility for Fidelity Sustainability Bond Index Fund (FNDSX) is 1.18%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.32%. This indicates that FNDSX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.