VTBIX vs. FBND

In the year-to-date period, VTBIX achieves a 2.05% return, which is significantly lower than FBND's 2.24% return.

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VTBIX has a 0.09% expense ratio, which is lower than FBND's 0.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) 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.

The current VTBIX Sharpe Ratio is 1.01, which is comparable to the FBND Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of VTBIX and FBND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTBIX's dividend yield for the trailing twelve months is around 3.82%, less than FBND's 4.66% yield.

The maximum VTBIX drawdown since its inception was -19.61%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for VTBIX and FBND. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) is 1.51%, while Fidelity Total Bond ETF (FBND) has a volatility of 1.82%. This indicates that VTBIX 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.