IMTB vs. FBND
Compare and contrast key facts about iShares Core 5-10 Year USD Bond ETF (IMTB) and Fidelity Total Bond ETF (FBND).
IMTB and FBND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IMTB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal 5-10 Years Index. It was launched on Nov 1, 2016. FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014.
Performance
IMTB vs. FBND - Performance Comparison
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IMTB vs. FBND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | -0.09% | 8.88% | 1.94% | 6.10% | -12.75% | -1.41% | 6.25% | 8.62% | -0.45% | 4.88% |
FBND Fidelity Total Bond ETF | 0.12% | 7.57% | 2.13% | 6.81% | -12.54% | -0.43% | 9.41% | 9.82% | -0.57% | 3.52% |
Returns By Period
In the year-to-date period, IMTB achieves a -0.09% return, which is significantly lower than FBND's 0.12% return.
IMTB
- 1D
- 0.05%
- 1M
- -1.37%
- YTD
- -0.09%
- 6M
- 1.16%
- 1Y
- 5.25%
- 3Y*
- 4.51%
- 5Y*
- 0.69%
- 10Y*
- —
FBND
- 1D
- -0.02%
- 1M
- -1.32%
- YTD
- 0.12%
- 6M
- 0.77%
- 1Y
- 4.53%
- 3Y*
- 4.42%
- 5Y*
- 1.01%
- 10Y*
- 2.78%
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IMTB vs. FBND - Expense Ratio Comparison
IMTB has a 0.06% expense ratio, which is lower than FBND's 0.36% expense ratio.
Return for Risk
IMTB vs. FBND — Risk / Return Rank
IMTB
FBND
IMTB vs. FBND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core 5-10 Year USD Bond ETF (IMTB) 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.
| IMTB | FBND | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.03 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.44 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.18 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.69 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.33 | 5.25 | +1.08 |
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
| IMTB | FBND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.03 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.17 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.44 | -0.08 |
Correlation
The correlation between IMTB and FBND is 0.80, 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
IMTB vs. FBND - Dividend Comparison
IMTB's dividend yield for the trailing twelve months is around 4.47%, less than FBND's 4.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | 4.47% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% | 0.00% |
FBND Fidelity Total Bond ETF | 4.73% | 4.70% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% |
Drawdowns
IMTB vs. FBND - Drawdown Comparison
The maximum IMTB drawdown since its inception was -18.15%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for IMTB and FBND.
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Drawdown Indicators
| IMTB | FBND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.15% | -17.25% | -0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -2.79% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.11% | -17.25% | -0.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.25% | — |
Current DrawdownCurrent decline from peak | -1.80% | -1.80% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.18% | -3.38% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 0.90% | -0.02% |
Volatility
IMTB vs. FBND - Volatility Comparison
iShares Core 5-10 Year USD Bond ETF (IMTB) and Fidelity Total Bond ETF (FBND) have volatilities of 1.73% and 1.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMTB | FBND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.73% | 1.66% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 2.62% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 4.44% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.24% | 5.90% | +0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.20% | 6.08% | -0.88% |