FPUKX vs. FBND
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Fidelity Total Bond ETF (FBND).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014.
Performance
FPUKX vs. FBND - Performance Comparison
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FPUKX vs. FBND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | -1.23% | 12.31% | 19.03% | 20.26% | -17.26% | 18.99% | 20.70% | 21.40% | -4.15% | 18.37% |
FBND Fidelity Total Bond ETF | 0.12% | 7.57% | 2.13% | 6.81% | -12.54% | -0.43% | 9.41% | 9.82% | -0.57% | 3.52% |
Returns By Period
In the year-to-date period, FPUKX achieves a -1.23% return, which is significantly lower than FBND's 0.12% return. Over the past 10 years, FPUKX has outperformed FBND with an annualized return of 10.61%, while FBND has yielded a comparatively lower 2.78% annualized return.
FPUKX
- 1D
- 2.39%
- 1M
- -4.03%
- YTD
- -1.23%
- 6M
- 1.27%
- 1Y
- 14.86%
- 3Y*
- 14.58%
- 5Y*
- 8.13%
- 10Y*
- 10.61%
FBND
- 1D
- -0.02%
- 1M
- -1.32%
- YTD
- 0.12%
- 6M
- 0.77%
- 1Y
- 4.53%
- 3Y*
- 4.42%
- 5Y*
- 1.01%
- 10Y*
- 2.78%
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FPUKX vs. FBND - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is higher than FBND's 0.36% expense ratio.
Return for Risk
FPUKX vs. FBND — Risk / Return Rank
FPUKX
FBND
FPUKX vs. FBND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Fidelity Total Bond ETF (FBND). 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.
| FPUKX | FBND | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.03 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.44 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.69 | 0.00 |
Martin ratioReturn relative to average drawdown | 7.16 | 5.25 | +1.91 |
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
| FPUKX | FBND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.03 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.17 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.46 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.44 | +0.22 |
Correlation
The correlation between FPUKX and FBND is 0.18, 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.
Dividends
FPUKX vs. FBND - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 6.99%, more than FBND's 4.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 6.99% | 6.91% | 11.37% | 5.42% | 9.47% | 13.20% | 5.17% | 4.38% | 15.38% | 3.84% | 3.82% | 7.60% |
FBND Fidelity Total Bond ETF | 4.73% | 4.70% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% |
Drawdowns
FPUKX vs. FBND - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.81%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for FPUKX and FBND.
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Drawdown Indicators
| FPUKX | FBND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.81% | -17.25% | -20.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -2.79% | -5.68% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -17.25% | -5.27% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -17.25% | -6.66% |
Current DrawdownCurrent decline from peak | -5.03% | -1.80% | -3.23% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.38% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 0.90% | +1.09% |
Volatility
FPUKX vs. FBND - Volatility Comparison
Fidelity Puritan Fund Class K (FPUKX) has a higher volatility of 4.72% compared to Fidelity Total Bond ETF (FBND) at 1.66%. This indicates that FPUKX's price experiences larger fluctuations and is considered to be riskier than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPUKX | FBND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 1.66% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 2.62% | +5.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.67% | 4.44% | +8.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 5.90% | +7.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.05% | 6.08% | +6.97% |