VTBIX vs. FTKFX
Compare and contrast key facts about Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) and Fidelity Total Bond K6 Fund (FTKFX).
VTBIX is managed by Vanguard. 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: VTBIX or FTKFX.
Correlation
The correlation between VTBIX 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
VTBIX vs. FTKFX - Performance Comparison
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Key characteristics
VTBIX:
1.01
FTKFX:
1.06
VTBIX:
1.48
FTKFX:
1.67
VTBIX:
1.18
FTKFX:
1.20
VTBIX:
0.38
FTKFX:
0.55
VTBIX:
2.51
FTKFX:
3.24
VTBIX:
2.08%
FTKFX:
1.82%
VTBIX:
5.22%
FTKFX:
5.28%
VTBIX:
-19.61%
FTKFX:
-18.64%
VTBIX:
-8.36%
FTKFX:
-4.94%
Returns By Period
The year-to-date returns for both stocks are quite close, with VTBIX having a 2.05% return and FTKFX slightly lower at 1.97%.
VTBIX
2.05%
0.86%
1.20%
5.44%
-1.01%
N/A
FTKFX
1.97%
1.19%
1.13%
5.90%
0.21%
N/A
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VTBIX vs. FTKFX - Expense Ratio Comparison
VTBIX has a 0.09% expense ratio, which is lower than FTKFX's 0.30% expense ratio.
Risk-Adjusted Performance
VTBIX vs. FTKFX — Risk-Adjusted Performance Rank
VTBIX
FTKFX
VTBIX vs. FTKFX - 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 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.
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Dividends
VTBIX vs. FTKFX - Dividend Comparison
VTBIX's dividend yield for the trailing twelve months is around 3.82%, less than FTKFX's 4.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTBIX Vanguard Total Bond Market II Index Fund Investor Shares | 3.82% | 3.71% | 3.04% | 2.37% | 1.76% | 2.18% | 2.72% | 2.51% | 2.43% | 2.38% |
FTKFX Fidelity Total Bond K6 Fund | 4.74% | 4.75% | 4.25% | 3.33% | 2.62% | 6.23% | 3.35% | 2.93% | 0.82% | 0.00% |
Drawdowns
VTBIX vs. FTKFX - Drawdown Comparison
The maximum VTBIX drawdown since its inception was -19.61%, which is greater than FTKFX's maximum drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for VTBIX and FTKFX. For additional features, visit the drawdowns tool.
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Volatility
VTBIX vs. FTKFX - Volatility Comparison
The current volatility for Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) is 1.51%, while Fidelity Total Bond K6 Fund (FTKFX) has a volatility of 1.65%. This indicates that VTBIX experiences smaller price fluctuations and is considered to be less risky than FTKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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