WFBIX vs. FBND
Compare and contrast key facts about iShares U.S. Aggregate Bond Index Fund (WFBIX) and Fidelity Total Bond ETF (FBND).
WFBIX is managed by Blackrock. It was launched on Jul 2, 1993. FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFBIX or FBND.
Correlation
The correlation between WFBIX and FBND is -0.08. 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
WFBIX vs. FBND - Performance Comparison
Key characteristics
WFBIX:
0.95
FBND:
1.08
WFBIX:
1.40
FBND:
1.55
WFBIX:
1.17
FBND:
1.18
WFBIX:
0.40
FBND:
0.62
WFBIX:
2.40
FBND:
3.05
WFBIX:
2.11%
FBND:
1.89%
WFBIX:
5.37%
FBND:
5.41%
WFBIX:
-18.65%
FBND:
-17.25%
WFBIX:
-7.49%
FBND:
-3.57%
Returns By Period
In the year-to-date period, WFBIX achieves a 1.73% return, which is significantly lower than FBND's 2.08% return. Over the past 10 years, WFBIX has underperformed FBND with an annualized return of 1.42%, while FBND has yielded a comparatively higher 2.23% annualized return.
WFBIX
1.73%
-0.11%
1.00%
5.07%
-0.90%
1.42%
FBND
2.08%
0.66%
1.30%
5.82%
0.60%
2.23%
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WFBIX vs. FBND - Expense Ratio Comparison
WFBIX has a 0.05% expense ratio, which is lower than FBND's 0.36% expense ratio.
Risk-Adjusted Performance
WFBIX vs. FBND — Risk-Adjusted Performance Rank
WFBIX
FBND
WFBIX vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aggregate Bond Index Fund (WFBIX) 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.
Dividends
WFBIX vs. FBND - Dividend Comparison
WFBIX's dividend yield for the trailing twelve months is around 3.39%, less than FBND's 4.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.39% | 3.66% | 3.15% | 2.60% | 2.06% | 2.45% | 2.88% | 2.71% | 2.25% | 2.19% | 2.21% | 1.76% |
FBND Fidelity Total Bond ETF | 4.67% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
WFBIX vs. FBND - Drawdown Comparison
The maximum WFBIX drawdown since its inception was -18.65%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for WFBIX and FBND. For additional features, visit the drawdowns tool.
Volatility
WFBIX vs. FBND - Volatility Comparison
The current volatility for iShares U.S. Aggregate Bond Index Fund (WFBIX) is 1.64%, while Fidelity Total Bond ETF (FBND) has a volatility of 1.85%. This indicates that WFBIX 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.