USTB vs. FBND
Compare and contrast key facts about VictoryShares USAA Core Short-Term Bond ETF (USTB) and Fidelity Total Bond ETF (FBND).
USTB and FBND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USTB is an actively managed fund by Crestview. It was launched on Oct 24, 2017. 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: USTB or FBND.
Correlation
The correlation between USTB and FBND is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USTB vs. FBND - Performance Comparison
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Key characteristics
USTB:
3.79
FBND:
1.04
USTB:
6.10
FBND:
1.52
USTB:
1.85
FBND:
1.18
USTB:
9.95
FBND:
0.61
USTB:
29.19
FBND:
2.99
USTB:
0.23%
FBND:
1.89%
USTB:
1.81%
FBND:
5.41%
USTB:
-5.32%
FBND:
-17.25%
USTB:
-0.18%
FBND:
-3.72%
Returns By Period
The year-to-date returns for both investments are quite close, with USTB having a 1.91% return and FBND slightly higher at 1.92%.
USTB
1.91%
0.61%
2.56%
6.81%
3.54%
N/A
FBND
1.92%
1.25%
1.12%
5.58%
0.59%
2.15%
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USTB vs. FBND - Expense Ratio Comparison
USTB has a 0.34% expense ratio, which is lower than FBND's 0.36% expense ratio.
Risk-Adjusted Performance
USTB vs. FBND — Risk-Adjusted Performance Rank
USTB
FBND
USTB vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA Core Short-Term Bond ETF (USTB) 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
USTB vs. FBND - Dividend Comparison
USTB's dividend yield for the trailing twelve months is around 4.85%, more than FBND's 4.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USTB VictoryShares USAA Core Short-Term Bond ETF | 4.85% | 5.05% | 4.49% | 2.54% | 1.84% | 2.40% | 2.69% | 2.32% | 0.31% | 0.00% | 0.00% | 0.00% |
FBND Fidelity Total Bond ETF | 4.68% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
USTB vs. FBND - Drawdown Comparison
The maximum USTB drawdown since its inception was -5.32%, smaller than the maximum FBND drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for USTB and FBND. For additional features, visit the drawdowns tool.
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Volatility
USTB vs. FBND - Volatility Comparison
The current volatility for VictoryShares USAA Core Short-Term Bond ETF (USTB) is 0.50%, while Fidelity Total Bond ETF (FBND) has a volatility of 1.59%. This indicates that USTB experiences smaller price fluctuations and is considered to be less risky than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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