FXIFX vs. TLTX

Last updated Jun 24, 2026

FXIFX (Fidelity Freedom Index 2030 Fund Investor Class) and TLTX (Global X Treasury Bond Enhanced Income ETF) are both funds - FXIFX is a Target Retirement Date fund managed by Fidelity, while TLTX is a Government Bonds fund actively managed by Global X. At a 0.40 correlation, their price movements are largely independent. FXIFX charges 0.12%/yr vs 0.29%/yr for TLTX.

Performance

FXIFX vs. TLTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and Global X Treasury Bond Enhanced Income ETF (TLTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FXIFX achieves a 7.50% return, which is significantly higher than TLTX's 1.13% return.

FXIFX

• 1D: -0.25%
• 1M: 1.30%
• YTD: 7.50%
• 6M: 7.13%
• 1Y: 17.88%
• 3Y*: 13.30%
• 5Y*: 6.34%
• 10Y*: 9.33%

TLTX

• 1D: -1.58%
• 1M: 2.06%
• YTD: 1.13%
• 6M: 1.09%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FXIFX vs. TLTX - Yearly Performance Comparison

	2026 (YTD)	2025
FXIFX Fidelity Freedom Index 2030 Fund Investor Class	7.50%	7.98%
TLTX Global X Treasury Bond Enhanced Income ETF	1.13%	6.02%

Correlation

The correlation between FXIFX and TLTX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 16, 2025	0.40

Return for Risk

FXIFX vs. TLTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FXIFX

FXIFX Risk / Return Rank: 67
FXIFX Sharpe Ratio Rank: 67
FXIFX Sortino Ratio Rank: 67
FXIFX Omega Ratio Rank: 68
FXIFX Calmar Ratio Rank: 63
FXIFX Martin Ratio Rank: 69

TLTX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FXIFX vs. TLTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and Global X Treasury Bond Enhanced Income ETF (TLTX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FXIFX	TLTX	Difference
Sharpe ratio: Return per unit of total volatility	2.20	—	—
Sortino ratio: Return per unit of downside risk	3.11	—	—
Omega ratio: Gain probability vs. loss probability	1.42	—	—
Calmar ratio: Return relative to maximum drawdown	2.90	—	—
Martin ratio: Return relative to average drawdown	12.46	—	—

Drawdowns

FXIFX vs. TLTX - Drawdown Comparison

The maximum FXIFX drawdown since its inception was -23.90%, which is greater than TLTX's maximum drawdown of -6.35%. Use the drawdown chart below to compare losses from any high point for FXIFX and TLTX.

Drawdown Indicators

	FXIFX	TLTX	Difference
Max Drawdown Largest peak-to-trough decline	-23.90%	-6.35%	-17.55%
Max Drawdown (1Y) Largest decline over 1 year	-6.42%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-9.41%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-23.28%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-23.90%	—	—
Current Drawdown Current decline from peak	-0.49%	-2.62%	+2.13%
Average Drawdown Average peak-to-trough decline	-3.60%	-2.29%	-1.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.49%	—	—

Volatility

Volatility by Period

	FXIFX	TLTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.43%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.12%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	8.49%	9.26%	-0.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.43%	9.26%	+1.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.27%	9.26%	+2.01%

FXIFX vs. TLTX - Expense Ratio Comparison

FXIFX has a 0.12% expense ratio, which is lower than TLTX's 0.29% expense ratio.

Dividends

FXIFX vs. TLTX - Dividend Comparison

FXIFX's dividend yield for the trailing twelve months is around 3.04%, less than TLTX's 17.25% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FXIFX Fidelity Freedom Index 2030 Fund Investor Class	3.04%	3.34%	2.67%	2.26%	2.69%	2.13%	2.40%	16.73%	2.13%	1.84%	1.94%	2.02%
TLTX Global X Treasury Bond Enhanced Income ETF	17.25%	7.54%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FXIFX and TLTX in my portfolio?

FXIFX and TLTX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.