IGSB vs. FJRLX
Compare and contrast key facts about iShares Short-Term Corporate Bond ETF (IGSB) and Fidelity Limited Term Bond Fund (FJRLX).
IGSB is a passively managed fund by iShares that tracks the performance of the ICE BofAML 1-5 Year US Corporate Index. It was launched on Jan 11, 2007. FJRLX is managed by Fidelity. It was launched on Feb 2, 1984.
Performance
IGSB vs. FJRLX - Performance Comparison
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IGSB vs. FJRLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGSB iShares Short-Term Corporate Bond ETF | 0.24% | 6.96% | 4.97% | 6.40% | -5.63% | -0.56% | 5.37% | 7.11% | 1.25% | 1.27% |
FJRLX Fidelity Limited Term Bond Fund | -0.23% | 6.70% | 4.92% | 6.26% | -6.22% | -1.46% | 5.16% | 6.04% | 0.71% | 1.89% |
Returns By Period
In the year-to-date period, IGSB achieves a 0.24% return, which is significantly higher than FJRLX's -0.23% return. Over the past 10 years, IGSB has outperformed FJRLX with an annualized return of 2.75%, while FJRLX has yielded a comparatively lower 2.38% annualized return.
IGSB
- 1D
- 0.10%
- 1M
- -0.58%
- YTD
- 0.24%
- 6M
- 1.28%
- 1Y
- 5.00%
- 3Y*
- 5.52%
- 5Y*
- 2.47%
- 10Y*
- 2.75%
FJRLX
- 1D
- 0.17%
- 1M
- -0.94%
- YTD
- -0.23%
- 6M
- 0.86%
- 1Y
- 4.29%
- 3Y*
- 5.24%
- 5Y*
- 2.11%
- 10Y*
- 2.38%
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IGSB vs. FJRLX - Expense Ratio Comparison
IGSB has a 0.06% expense ratio, which is lower than FJRLX's 0.45% expense ratio.
Return for Risk
IGSB vs. FJRLX — Risk / Return Rank
IGSB
FJRLX
IGSB vs. FJRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Short-Term Corporate Bond ETF (IGSB) and Fidelity Limited Term Bond Fund (FJRLX). 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.
| IGSB | FJRLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 2.00 | +0.19 |
Sortino ratioReturn per unit of downside risk | 3.24 | 3.23 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.43 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.49 | 2.96 | +0.53 |
Martin ratioReturn relative to average drawdown | 14.27 | 11.73 | +2.54 |
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
| IGSB | FJRLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 2.00 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.78 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 1.00 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 1.01 | -0.31 |
Correlation
The correlation between IGSB and FJRLX is 0.72, 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
IGSB vs. FJRLX - Dividend Comparison
IGSB's dividend yield for the trailing twelve months is around 4.55%, more than FJRLX's 3.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGSB iShares Short-Term Corporate Bond ETF | 4.55% | 4.44% | 4.02% | 3.26% | 2.07% | 1.82% | 2.36% | 3.06% | 2.46% | 1.65% | 1.45% | 1.18% |
FJRLX Fidelity Limited Term Bond Fund | 3.69% | 3.93% | 3.36% | 2.38% | 1.26% | 1.25% | 2.38% | 2.44% | 2.29% | 1.79% | 1.88% | 1.60% |
Drawdowns
IGSB vs. FJRLX - Drawdown Comparison
The maximum IGSB drawdown since its inception was -13.38%, which is greater than FJRLX's maximum drawdown of -9.89%. Use the drawdown chart below to compare losses from any high point for IGSB and FJRLX.
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Drawdown Indicators
| IGSB | FJRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.38% | -9.89% | -3.49% |
Max Drawdown (1Y)Largest decline over 1 year | -1.46% | -1.63% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -9.46% | -9.71% | +0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -13.38% | -9.89% | -3.49% |
Current DrawdownCurrent decline from peak | -0.79% | -1.20% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -0.85% | -1.35% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.36% | 0.41% | -0.05% |
Volatility
IGSB vs. FJRLX - Volatility Comparison
iShares Short-Term Corporate Bond ETF (IGSB) has a higher volatility of 0.97% compared to Fidelity Limited Term Bond Fund (FJRLX) at 0.81%. This indicates that IGSB's price experiences larger fluctuations and is considered to be riskier than FJRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGSB | FJRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.97% | 0.81% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 1.32% | 1.43% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.29% | 2.27% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.91% | 2.73% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.46% | 2.39% | +1.07% |