FUAMX vs. BND
Compare and contrast key facts about Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Vanguard Total Bond Market ETF (BND).
FUAMX is managed by Fidelity. BND is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. Aggregate Float Adjusted Index. It was launched on Apr 3, 2007.
Performance
FUAMX vs. BND - Performance Comparison
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FUAMX vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUAMX Fidelity Intermediate Treasury Bond Index Fund | -0.46% | 8.00% | 0.40% | 4.08% | -13.06% | -3.19% | 8.86% | 7.25% | 1.25% | -0.35% |
BND Vanguard Total Bond Market ETF | 0.05% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | -0.12% | 0.29% |
Returns By Period
In the year-to-date period, FUAMX achieves a -0.46% return, which is significantly lower than BND's 0.05% return.
FUAMX
- 1D
- 0.62%
- 1M
- -2.50%
- YTD
- -0.46%
- 6M
- 0.44%
- 1Y
- 3.70%
- 3Y*
- 2.80%
- 5Y*
- -0.18%
- 10Y*
- —
BND
- 1D
- 0.22%
- 1M
- -1.74%
- YTD
- 0.05%
- 6M
- 0.95%
- 1Y
- 4.24%
- 3Y*
- 3.59%
- 5Y*
- 0.24%
- 10Y*
- 1.67%
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FUAMX vs. BND - Expense Ratio Comparison
Both FUAMX and BND have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
FUAMX vs. BND — Risk / Return Rank
FUAMX
BND
FUAMX vs. BND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Vanguard Total Bond Market ETF (BND). 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.
| FUAMX | BND | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.99 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.41 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.81 | -0.21 |
Martin ratioReturn relative to average drawdown | 4.58 | 4.98 | -0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FUAMX | BND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.99 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.04 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.59 | -0.37 |
Correlation
The correlation between FUAMX and BND is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FUAMX vs. BND - Dividend Comparison
FUAMX's dividend yield for the trailing twelve months is around 3.36%, less than BND's 3.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.36% | 3.52% | 3.58% | 2.20% | 1.24% | 1.76% | 2.90% | 2.16% | 2.23% | 0.49% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.91% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
Drawdowns
FUAMX vs. BND - Drawdown Comparison
The maximum FUAMX drawdown since its inception was -20.25%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for FUAMX and BND.
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Drawdown Indicators
| FUAMX | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.25% | -18.58% | -1.67% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -2.44% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -18.27% | -17.91% | -0.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.58% | — |
Current DrawdownCurrent decline from peak | -6.87% | -2.58% | -4.29% |
Average DrawdownAverage peak-to-trough decline | -7.33% | -3.07% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 0.89% | +0.19% |
Volatility
FUAMX vs. BND - Volatility Comparison
Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a higher volatility of 1.72% compared to Vanguard Total Bond Market ETF (BND) at 1.63%. This indicates that FUAMX's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUAMX | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.72% | 1.63% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.91% | 2.52% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.89% | 4.30% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.61% | 6.00% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.87% | 5.52% | +0.35% |