Correlation
The correlation between FSBD and FSPGX is 0.26, 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.
FSBD vs. FSPGX
Compare and contrast key facts about Fidelity Sustainable Core Plus Bond ETF (FSBD) and Fidelity Large Cap Growth Index Fund (FSPGX).
FSBD is an actively managed fund by Fidelity. It was launched on Apr 19, 2022. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSBD or FSPGX.
Performance
FSBD vs. FSPGX - Performance Comparison
Loading data...
Key characteristics
FSBD:
1.02
FSPGX:
0.70
FSBD:
1.39
FSPGX:
1.02
FSBD:
1.16
FSPGX:
1.14
FSBD:
1.29
FSPGX:
0.67
FSBD:
3.13
FSPGX:
2.22
FSBD:
1.92%
FSPGX:
7.05%
FSBD:
6.46%
FSPGX:
25.52%
FSBD:
-9.63%
FSPGX:
-32.66%
FSBD:
-1.37%
FSPGX:
-4.29%
Returns By Period
In the year-to-date period, FSBD achieves a 2.02% return, which is significantly higher than FSPGX's -0.26% return.
FSBD
2.02%
-0.66%
0.31%
6.57%
2.09%
N/A
N/A
FSPGX
-0.26%
8.86%
0.63%
17.83%
19.84%
17.66%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSBD vs. FSPGX - Expense Ratio Comparison
FSBD has a 0.36% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FSBD vs. FSPGX — Risk-Adjusted Performance Rank
FSBD
FSPGX
FSBD vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Core Plus Bond ETF (FSBD) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
Loading data...
Dividends
FSBD vs. FSPGX - Dividend Comparison
FSBD's dividend yield for the trailing twelve months is around 4.47%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSBD Fidelity Sustainable Core Plus Bond ETF | 4.47% | 4.70% | 4.17% | 2.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.30% |
Drawdowns
FSBD vs. FSPGX - Drawdown Comparison
The maximum FSBD drawdown since its inception was -9.63%, smaller than the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FSBD and FSPGX.
Loading data...
Volatility
FSBD vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Sustainable Core Plus Bond ETF (FSBD) is 1.68%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.87%. This indicates that FSBD experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...