Correlation
The correlation between FSBD and FTHRX is 0.12, 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. FTHRX
Compare and contrast key facts about Fidelity Sustainable Core Plus Bond ETF (FSBD) and Fidelity Intermediate Bond Fund (FTHRX).
FSBD is an actively managed fund by Fidelity. It was launched on Apr 19, 2022. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSBD or FTHRX.
Performance
FSBD vs. FTHRX - Performance Comparison
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Key characteristics
FSBD:
1.02
FTHRX:
1.85
FSBD:
1.39
FTHRX:
2.66
FSBD:
1.16
FTHRX:
1.33
FSBD:
1.29
FTHRX:
1.19
FSBD:
3.13
FTHRX:
5.45
FSBD:
1.92%
FTHRX:
1.12%
FSBD:
6.46%
FTHRX:
3.57%
FSBD:
-9.63%
FTHRX:
-12.77%
FSBD:
-1.37%
FTHRX:
-0.58%
Returns By Period
In the year-to-date period, FSBD achieves a 2.02% return, which is significantly lower than FTHRX's 2.67% return.
FSBD
2.02%
-0.66%
0.31%
6.57%
2.09%
N/A
N/A
FTHRX
2.67%
-0.58%
2.19%
6.63%
2.85%
0.81%
2.02%
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FSBD vs. FTHRX - Expense Ratio Comparison
FSBD has a 0.36% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
FSBD vs. FTHRX — Risk-Adjusted Performance Rank
FSBD
FTHRX
FSBD vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Core Plus Bond ETF (FSBD) and Fidelity Intermediate Bond Fund (FTHRX). 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.
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Dividends
FSBD vs. FTHRX - Dividend Comparison
FSBD's dividend yield for the trailing twelve months is around 4.47%, more than FTHRX's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
FTHRX Fidelity Intermediate Bond Fund | 3.51% | 3.49% | 2.94% | 2.04% | 1.81% | 4.31% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
FSBD vs. FTHRX - Drawdown Comparison
The maximum FSBD drawdown since its inception was -9.63%, smaller than the maximum FTHRX drawdown of -12.77%. Use the drawdown chart below to compare losses from any high point for FSBD and FTHRX.
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Volatility
FSBD vs. FTHRX - Volatility Comparison
Fidelity Sustainable Core Plus Bond ETF (FSBD) has a higher volatility of 1.68% compared to Fidelity Intermediate Bond Fund (FTHRX) at 0.97%. This indicates that FSBD's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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