UITB vs. FTHRX
Compare and contrast key facts about VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) and Fidelity Intermediate Bond Fund (FTHRX).
UITB is an actively managed fund by Crestview. It was launched on Oct 24, 2017. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UITB or FTHRX.
Correlation
The correlation between UITB and FTHRX is 0.86, 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.
Performance
UITB vs. FTHRX - Performance Comparison
Key characteristics
UITB:
1.34
FTHRX:
1.96
UITB:
1.98
FTHRX:
3.12
UITB:
1.23
FTHRX:
1.38
UITB:
0.64
FTHRX:
1.04
UITB:
3.46
FTHRX:
6.34
UITB:
2.00%
FTHRX:
1.08%
UITB:
5.17%
FTHRX:
3.49%
UITB:
-17.21%
FTHRX:
-12.77%
UITB:
-4.57%
FTHRX:
-0.88%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with UITB at 2.08% and FTHRX at 2.08%.
UITB
2.08%
-0.52%
0.35%
6.91%
0.45%
N/A
FTHRX
2.08%
0.21%
1.41%
6.97%
0.99%
1.88%
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UITB vs. FTHRX - Expense Ratio Comparison
UITB has a 0.38% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
UITB vs. FTHRX — Risk-Adjusted Performance Rank
UITB
FTHRX
UITB vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) and Fidelity Intermediate Bond Fund (FTHRX). 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.
Dividends
UITB vs. FTHRX - Dividend Comparison
UITB's dividend yield for the trailing twelve months is around 3.92%, more than FTHRX's 3.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UITB VictoryShares USAA Core Intermediate-Term Bond ETF | 3.92% | 3.89% | 3.14% | 2.32% | 1.72% | 2.60% | 3.02% | 2.99% | 0.51% | 0.00% | 0.00% | 0.00% |
FTHRX Fidelity Intermediate Bond Fund | 3.52% | 3.50% | 2.94% | 2.05% | 1.81% | 4.30% | 2.49% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
UITB vs. FTHRX - Drawdown Comparison
The maximum UITB drawdown since its inception was -17.21%, which is greater than FTHRX's maximum drawdown of -12.77%. Use the drawdown chart below to compare losses from any high point for UITB and FTHRX. For additional features, visit the drawdowns tool.
Volatility
UITB vs. FTHRX - Volatility Comparison
VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) has a higher volatility of 1.96% compared to Fidelity Intermediate Bond Fund (FTHRX) at 1.40%. This indicates that UITB's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.