VTBNX vs. FXNAX

The year-to-date returns for both stocks are quite close, with VTBNX having a 2.18% return and FXNAX slightly lower at 2.08%.

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VTBNX has a 0.02% expense ratio, which is lower than FXNAX's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market II Index Fund (VTBNX) and Fidelity U.S. Bond Index Fund (FXNAX). 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 VTBNX Sharpe Ratio is 1.12, which is comparable to the FXNAX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of VTBNX and FXNAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTBNX's dividend yield for the trailing twelve months is around 3.55%, more than FXNAX's 3.19% yield.

The maximum VTBNX drawdown since its inception was -18.58%, roughly equal to the maximum FXNAX drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for VTBNX and FXNAX.

Vanguard Total Bond Market II Index Fund (VTBNX) and Fidelity U.S. Bond Index Fund (FXNAX) have volatilities of 1.42% and 1.47%, 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.