FSLD vs. FTHRX
Compare and contrast key facts about Fidelity Sustainable Low Duration Bond ETF (FSLD) and Fidelity Intermediate Bond Fund (FTHRX).
FSLD 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: FSLD or FTHRX.
Correlation
The correlation between FSLD and FTHRX is 0.08, 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
FSLD vs. FTHRX - Performance Comparison
Key characteristics
FSLD:
2.68
FTHRX:
2.10
FSLD:
4.11
FTHRX:
3.35
FSLD:
1.60
FTHRX:
1.41
FSLD:
9.70
FTHRX:
0.97
FSLD:
35.12
FTHRX:
6.76
FSLD:
0.15%
FTHRX:
1.09%
FSLD:
2.01%
FTHRX:
3.50%
FSLD:
-0.55%
FTHRX:
-13.96%
FSLD:
-0.03%
FTHRX:
-1.01%
Returns By Period
In the year-to-date period, FSLD achieves a 1.34% return, which is significantly lower than FTHRX's 2.47% return.
FSLD
1.34%
0.43%
2.19%
5.34%
N/A
N/A
FTHRX
2.47%
0.80%
2.49%
7.48%
0.63%
1.71%
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FSLD vs. FTHRX - Expense Ratio Comparison
FSLD has a 0.20% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
FSLD vs. FTHRX — Risk-Adjusted Performance Rank
FSLD
FTHRX
FSLD vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Low Duration Bond ETF (FSLD) 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.
Dividends
FSLD vs. FTHRX - Dividend Comparison
FSLD's dividend yield for the trailing twelve months is around 4.84%, more than FTHRX's 3.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLD Fidelity Sustainable Low Duration Bond ETF | 4.84% | 5.02% | 4.80% | 1.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTHRX Fidelity Intermediate Bond Fund | 3.49% | 3.49% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
FSLD vs. FTHRX - Drawdown Comparison
The maximum FSLD drawdown since its inception was -0.55%, smaller than the maximum FTHRX drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for FSLD and FTHRX. For additional features, visit the drawdowns tool.
Volatility
FSLD vs. FTHRX - Volatility Comparison
The current volatility for Fidelity Sustainable Low Duration Bond ETF (FSLD) is 0.68%, while Fidelity Intermediate Bond Fund (FTHRX) has a volatility of 1.43%. This indicates that FSLD experiences smaller price fluctuations and is considered to be less risky than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.