FSEC vs. AGG
Compare and contrast key facts about Fidelity Investment Grade Securitized ETF (FSEC) and iShares Core U.S. Aggregate Bond ETF (AGG).
FSEC and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FSEC is an actively managed fund by Fidelity. It was launched on Mar 2, 2021. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSEC or AGG.
Correlation
The correlation between FSEC and AGG is 0.83, 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
FSEC vs. AGG - Performance Comparison
Key characteristics
FSEC:
0.54
AGG:
0.58
FSEC:
0.81
AGG:
0.85
FSEC:
1.10
AGG:
1.10
FSEC:
0.30
AGG:
0.23
FSEC:
1.79
AGG:
1.49
FSEC:
2.27%
AGG:
2.06%
FSEC:
7.57%
AGG:
5.27%
FSEC:
-17.97%
AGG:
-18.43%
FSEC:
-6.19%
AGG:
-8.10%
Returns By Period
The year-to-date returns for both investments are quite close, with FSEC having a 0.88% return and AGG slightly higher at 0.91%.
FSEC
0.88%
1.35%
0.55%
4.54%
N/A
N/A
AGG
0.91%
1.35%
-0.22%
3.59%
-0.53%
1.32%
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FSEC vs. AGG - Expense Ratio Comparison
FSEC has a 0.36% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
FSEC vs. AGG — Risk-Adjusted Performance Rank
FSEC
AGG
FSEC vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Investment Grade Securitized ETF (FSEC) and iShares Core U.S. Aggregate Bond ETF (AGG). 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
FSEC vs. AGG - Dividend Comparison
FSEC's dividend yield for the trailing twelve months is around 3.14%, less than AGG's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSEC Fidelity Investment Grade Securitized ETF | 3.14% | 3.22% | 3.41% | 2.21% | 0.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.75% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
FSEC vs. AGG - Drawdown Comparison
The maximum FSEC drawdown since its inception was -17.97%, roughly equal to the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for FSEC and AGG. For additional features, visit the drawdowns tool.
Volatility
FSEC vs. AGG - Volatility Comparison
Fidelity Investment Grade Securitized ETF (FSEC) has a higher volatility of 1.93% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.47%. This indicates that FSEC's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.