VBTIX vs. FTKFX
Compare and contrast key facts about Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) and Fidelity Total Bond K6 Fund (FTKFX).
VBTIX is managed by Vanguard. It was launched on Sep 18, 1995. FTKFX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBTIX or FTKFX.
Correlation
The correlation between VBTIX and FTKFX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VBTIX vs. FTKFX - Performance Comparison
Loading data...
Key characteristics
VBTIX:
0.89
FTKFX:
0.98
VBTIX:
1.17
FTKFX:
1.51
VBTIX:
1.14
FTKFX:
1.18
VBTIX:
0.34
FTKFX:
0.49
VBTIX:
1.98
FTKFX:
2.89
VBTIX:
2.10%
FTKFX:
1.83%
VBTIX:
5.33%
FTKFX:
5.24%
VBTIX:
-18.66%
FTKFX:
-18.64%
VBTIX:
-7.27%
FTKFX:
-5.05%
Returns By Period
The year-to-date returns for both investments are quite close, with VBTIX having a 1.82% return and FTKFX slightly higher at 1.85%.
VBTIX
1.82%
0.01%
1.72%
4.71%
1.49%
-0.91%
1.48%
FTKFX
1.85%
0.49%
1.94%
5.17%
2.46%
-0.08%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VBTIX vs. FTKFX - Expense Ratio Comparison
VBTIX has a 0.04% expense ratio, which is lower than FTKFX's 0.30% expense ratio.
Risk-Adjusted Performance
VBTIX vs. FTKFX — Risk-Adjusted Performance Rank
VBTIX
FTKFX
VBTIX vs. FTKFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) and Fidelity Total Bond K6 Fund (FTKFX). 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.
Loading data...
Dividends
VBTIX vs. FTKFX - Dividend Comparison
VBTIX's dividend yield for the trailing twelve months is around 3.79%, less than FTKFX's 4.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.79% | 3.69% | 3.10% | 2.61% | 2.12% | 2.41% | 2.75% | 2.58% | 2.57% | 2.53% | 2.39% | 2.61% |
FTKFX Fidelity Total Bond K6 Fund | 4.75% | 4.75% | 4.25% | 3.33% | 2.62% | 6.23% | 3.35% | 2.93% | 0.82% | 0.00% | 0.00% | 0.00% |
Drawdowns
VBTIX vs. FTKFX - Drawdown Comparison
The maximum VBTIX drawdown since its inception was -18.66%, roughly equal to the maximum FTKFX drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for VBTIX and FTKFX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
VBTIX vs. FTKFX - Volatility Comparison
Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) has a higher volatility of 1.46% compared to Fidelity Total Bond K6 Fund (FTKFX) at 1.33%. This indicates that VBTIX's price experiences larger fluctuations and is considered to be riskier than FTKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...