FTBD vs. VFSTX

In the year-to-date period, FTBD achieves a 1.73% return, which is significantly lower than VFSTX's 2.26% return.

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FTBD has a 0.55% expense ratio, which is higher than VFSTX's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Tactical Bond ETF (FTBD) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX). 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.

The current FTBD Sharpe Ratio is 0.68, which is lower than the VFSTX Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of FTBD and VFSTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTBD's dividend yield for the trailing twelve months is around 4.77%, more than VFSTX's 4.24% yield.

The maximum FTBD drawdown since its inception was -6.98%, smaller than the maximum VFSTX drawdown of -9.68%. Use the drawdown chart below to compare losses from any high point for FTBD and VFSTX. For additional features, visit the drawdowns tool.

Fidelity Tactical Bond ETF (FTBD) has a higher volatility of 1.57% compared to Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) at 0.86%. This indicates that FTBD's price experiences larger fluctuations and is considered to be riskier than VFSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.