FTKFX vs. VBTIX
Compare and contrast key facts about Fidelity Total Bond K6 Fund (FTKFX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX).
FTKFX is managed by Fidelity. It was launched on May 25, 2017. VBTIX is managed by Vanguard. It was launched on Sep 18, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTKFX or VBTIX.
Correlation
The correlation between FTKFX and VBTIX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FTKFX vs. VBTIX - Performance Comparison
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Key characteristics
FTKFX:
0.93
VBTIX:
0.82
FTKFX:
1.20
VBTIX:
1.32
FTKFX:
1.14
VBTIX:
1.16
FTKFX:
0.39
VBTIX:
0.37
FTKFX:
2.30
VBTIX:
2.25
FTKFX:
1.83%
VBTIX:
2.10%
FTKFX:
5.29%
VBTIX:
5.36%
FTKFX:
-18.64%
VBTIX:
-19.01%
FTKFX:
-5.48%
VBTIX:
-8.03%
Returns By Period
The year-to-date returns for both investments are quite close, with FTKFX having a 1.38% return and VBTIX slightly higher at 1.40%.
FTKFX
1.38%
0.26%
1.47%
4.93%
0.00%
N/A
VBTIX
1.40%
-0.20%
1.30%
4.38%
-1.04%
1.36%
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FTKFX vs. VBTIX - Expense Ratio Comparison
FTKFX has a 0.30% expense ratio, which is higher than VBTIX's 0.04% expense ratio.
Risk-Adjusted Performance
FTKFX vs. VBTIX — Risk-Adjusted Performance Rank
FTKFX
VBTIX
FTKFX vs. VBTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond K6 Fund (FTKFX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX). 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
FTKFX vs. VBTIX - Dividend Comparison
FTKFX's dividend yield for the trailing twelve months is around 4.77%, more than VBTIX's 3.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTKFX Fidelity Total Bond K6 Fund | 4.77% | 4.75% | 4.25% | 3.33% | 2.62% | 6.23% | 3.35% | 2.93% | 0.82% | 0.00% | 0.00% | 0.00% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.80% | 3.69% | 3.12% | 2.54% | 1.91% | 2.25% | 2.74% | 2.78% | 2.53% | 2.49% | 2.51% | 2.57% |
Drawdowns
FTKFX vs. VBTIX - Drawdown Comparison
The maximum FTKFX drawdown since its inception was -18.64%, roughly equal to the maximum VBTIX drawdown of -19.01%. Use the drawdown chart below to compare losses from any high point for FTKFX and VBTIX. For additional features, visit the drawdowns tool.
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Volatility
FTKFX vs. VBTIX - Volatility Comparison
Fidelity Total Bond K6 Fund (FTKFX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) have volatilities of 1.39% and 1.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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