FTKFX vs. VTBIX
Compare and contrast key facts about Fidelity Total Bond K6 Fund (FTKFX) and Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX).
FTKFX is managed by Fidelity. It was launched on May 25, 2017. VTBIX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTKFX or VTBIX.
Correlation
The correlation between FTKFX and VTBIX 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. VTBIX - Performance Comparison
Key characteristics
FTKFX:
1.45
VTBIX:
1.22
FTKFX:
2.17
VTBIX:
1.80
FTKFX:
1.26
VTBIX:
1.21
FTKFX:
0.76
VTBIX:
0.47
FTKFX:
4.24
VTBIX:
3.02
FTKFX:
1.81%
VTBIX:
2.08%
FTKFX:
5.28%
VTBIX:
5.20%
FTKFX:
-17.17%
VTBIX:
-18.71%
FTKFX:
-3.35%
VTBIX:
-7.65%
Returns By Period
In the year-to-date period, FTKFX achieves a 1.82% return, which is significantly higher than VTBIX's 1.71% return.
FTKFX
1.82%
-0.18%
1.26%
7.28%
0.97%
N/A
VTBIX
1.71%
-0.32%
0.96%
6.42%
-0.99%
N/A
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FTKFX vs. VTBIX - Expense Ratio Comparison
FTKFX has a 0.30% expense ratio, which is higher than VTBIX's 0.09% expense ratio.
Risk-Adjusted Performance
FTKFX vs. VTBIX — Risk-Adjusted Performance Rank
FTKFX
VTBIX
FTKFX vs. VTBIX - 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 II Index Fund Investor Shares (VTBIX). 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
FTKFX vs. VTBIX - Dividend Comparison
FTKFX's dividend yield for the trailing twelve months is around 4.73%, more than VTBIX's 3.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTKFX Fidelity Total Bond K6 Fund | 4.73% | 4.75% | 4.25% | 3.33% | 2.62% | 6.23% | 3.35% | 2.93% | 0.82% | 0.00% |
VTBIX Vanguard Total Bond Market II Index Fund Investor Shares | 3.43% | 3.70% | 3.05% | 2.47% | 1.91% | 3.05% | 2.72% | 2.51% | 2.44% | 2.48% |
Drawdowns
FTKFX vs. VTBIX - Drawdown Comparison
The maximum FTKFX drawdown since its inception was -17.17%, smaller than the maximum VTBIX drawdown of -18.71%. Use the drawdown chart below to compare losses from any high point for FTKFX and VTBIX. For additional features, visit the drawdowns tool.
Volatility
FTKFX vs. VTBIX - Volatility Comparison
Fidelity Total Bond K6 Fund (FTKFX) has a higher volatility of 2.13% compared to Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) at 2.02%. This indicates that FTKFX's price experiences larger fluctuations and is considered to be riskier than VTBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.