Correlation
The correlation between FUAMX and FBND is -0.09. 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.
FUAMX vs. FBND
Compare and contrast key facts about Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity Total Bond ETF (FBND).
FUAMX is managed by Fidelity. FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUAMX or FBND.
Performance
FUAMX vs. FBND - Performance Comparison
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Key characteristics
FUAMX:
1.15
FBND:
1.19
FUAMX:
1.54
FBND:
1.72
FUAMX:
1.18
FBND:
1.21
FUAMX:
0.41
FBND:
0.70
FUAMX:
2.27
FBND:
3.35
FUAMX:
2.68%
FBND:
1.92%
FUAMX:
5.91%
FBND:
5.39%
FUAMX:
-19.70%
FBND:
-17.25%
FUAMX:
-9.71%
FBND:
-3.00%
Returns By Period
In the year-to-date period, FUAMX achieves a 3.50% return, which is significantly higher than FBND's 2.68% return.
FUAMX
3.50%
-0.92%
1.86%
6.08%
0.96%
-1.81%
N/A
FBND
2.68%
-0.10%
0.89%
5.92%
2.51%
0.38%
2.30%
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FUAMX vs. FBND - Expense Ratio Comparison
FUAMX has a 0.03% expense ratio, which is lower than FBND's 0.36% expense ratio.
Risk-Adjusted Performance
FUAMX vs. FBND — Risk-Adjusted Performance Rank
FUAMX
FBND
FUAMX vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity Total Bond ETF (FBND). 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
FUAMX vs. FBND - Dividend Comparison
FUAMX's dividend yield for the trailing twelve months is around 3.39%, less than FBND's 4.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.39% | 3.60% | 2.19% | 1.64% | 1.96% | 3.14% | 2.17% | 2.23% | 0.49% | 0.00% | 0.00% | 0.00% |
FBND Fidelity Total Bond ETF | 4.65% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
FUAMX vs. FBND - Drawdown Comparison
The maximum FUAMX drawdown since its inception was -19.70%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for FUAMX and FBND.
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Volatility
FUAMX vs. FBND - Volatility Comparison
Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a higher volatility of 1.82% compared to Fidelity Total Bond ETF (FBND) at 1.50%. This indicates that FUAMX's price experiences larger fluctuations and is considered to be riskier than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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