FSEC vs. FTBFX
Compare and contrast key facts about Fidelity Investment Grade Securitized ETF (FSEC) and Fidelity Total Bond Fund (FTBFX).
FSEC is an actively managed fund by Fidelity. It was launched on Mar 2, 2021. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSEC or FTBFX.
Correlation
The correlation between FSEC and FTBFX is 0.13, 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.
Performance
FSEC vs. FTBFX - Performance Comparison
Key characteristics
FSEC:
1.14
FTBFX:
1.45
FSEC:
1.64
FTBFX:
2.17
FSEC:
1.20
FTBFX:
1.26
FSEC:
0.68
FTBFX:
0.74
FSEC:
3.64
FTBFX:
4.27
FSEC:
2.32%
FTBFX:
1.79%
FSEC:
7.44%
FTBFX:
5.27%
FSEC:
-17.97%
FTBFX:
-18.19%
FSEC:
-4.26%
FTBFX:
-3.78%
Returns By Period
In the year-to-date period, FSEC achieves a 2.96% return, which is significantly higher than FTBFX's 2.14% return.
FSEC
2.96%
0.34%
2.17%
9.17%
N/A
N/A
FTBFX
2.14%
0.37%
1.78%
8.00%
0.39%
1.97%
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FSEC vs. FTBFX - Expense Ratio Comparison
FSEC has a 0.36% expense ratio, which is lower than FTBFX's 0.45% expense ratio.
Risk-Adjusted Performance
FSEC vs. FTBFX — Risk-Adjusted Performance Rank
FSEC
FTBFX
FSEC vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Investment Grade Securitized ETF (FSEC) and Fidelity Total Bond Fund (FTBFX). 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. FTBFX - Dividend Comparison
FSEC's dividend yield for the trailing twelve months is around 3.06%, less than FTBFX's 4.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSEC Fidelity Investment Grade Securitized ETF | 3.06% | 3.22% | 3.41% | 2.21% | 0.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTBFX Fidelity Total Bond Fund | 4.48% | 4.51% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% |
Drawdowns
FSEC vs. FTBFX - Drawdown Comparison
The maximum FSEC drawdown since its inception was -17.97%, roughly equal to the maximum FTBFX drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FSEC and FTBFX. For additional features, visit the drawdowns tool.
Volatility
FSEC vs. FTBFX - Volatility Comparison
Fidelity Investment Grade Securitized ETF (FSEC) has a higher volatility of 3.67% compared to Fidelity Total Bond Fund (FTBFX) at 2.15%. This indicates that FSEC's price experiences larger fluctuations and is considered to be riskier than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.