VTBIX vs. FTBFX
Compare and contrast key facts about Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) and Fidelity Total Bond Fund (FTBFX).
VTBIX is managed by Vanguard. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTBIX or FTBFX.
Correlation
The correlation between VTBIX and FTBFX is 0.93, 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
VTBIX vs. FTBFX - Performance Comparison
Key characteristics
VTBIX:
0.46
FTBFX:
0.87
VTBIX:
0.67
FTBFX:
1.27
VTBIX:
1.08
FTBFX:
1.15
VTBIX:
0.17
FTBFX:
0.51
VTBIX:
1.12
FTBFX:
2.51
VTBIX:
2.16%
FTBFX:
1.84%
VTBIX:
5.33%
FTBFX:
5.30%
VTBIX:
-19.61%
FTBFX:
-17.80%
VTBIX:
-10.40%
FTBFX:
-3.25%
Returns By Period
In the year-to-date period, VTBIX achieves a -0.21% return, which is significantly lower than FTBFX's -0.11% return.
VTBIX
-0.21%
-0.20%
0.72%
2.54%
-0.78%
N/A
FTBFX
-0.11%
0.04%
1.72%
4.83%
0.74%
2.15%
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VTBIX vs. FTBFX - Expense Ratio Comparison
VTBIX has a 0.09% expense ratio, which is lower than FTBFX's 0.45% expense ratio.
Risk-Adjusted Performance
VTBIX vs. FTBFX — Risk-Adjusted Performance Rank
VTBIX
FTBFX
VTBIX vs. FTBFX - Risk-Adjusted Performance Comparison
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 Fund (FTBFX). 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
VTBIX vs. FTBFX - Dividend Comparison
VTBIX's dividend yield for the trailing twelve months is around 3.72%, less than FTBFX's 5.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTBIX Vanguard Total Bond Market II Index Fund Investor Shares | 3.72% | 3.71% | 3.04% | 2.37% | 1.76% | 2.18% | 2.72% | 2.51% | 2.43% | 2.38% | 0.00% | 0.00% |
FTBFX Fidelity Total Bond Fund | 5.51% | 5.50% | 5.19% | 4.18% | 2.19% | 2.53% | 2.95% | 3.65% | 2.74% | 2.95% | 3.71% | 2.99% |
Drawdowns
VTBIX vs. FTBFX - Drawdown Comparison
The maximum VTBIX drawdown since its inception was -19.61%, which is greater than FTBFX's maximum drawdown of -17.80%. Use the drawdown chart below to compare losses from any high point for VTBIX and FTBFX. For additional features, visit the drawdowns tool.
Volatility
VTBIX vs. FTBFX - Volatility Comparison
Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) and Fidelity Total Bond Fund (FTBFX) have volatilities of 1.45% and 1.49%, 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.