WFBIX vs. QDIBX
Compare and contrast key facts about iShares U.S. Aggregate Bond Index Fund (WFBIX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX).
WFBIX is managed by BlackRock. It was launched on Jul 2, 1993. QDIBX is managed by T. Rowe Price. It was launched on Dec 13, 2019.
Performance
WFBIX vs. QDIBX - Performance Comparison
Loading graphics...
WFBIX vs. QDIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WFBIX iShares U.S. Aggregate Bond Index Fund | -0.24% | 7.16% | 1.43% | 9.65% | -13.03% | -1.79% | 7.40% | -0.10% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 0.00% | 7.72% | 1.66% | 6.71% | -14.11% | -0.17% | 6.77% | -0.10% |
Returns By Period
WFBIX
- 1D
- 0.22%
- 1M
- -1.62%
- YTD
- -0.24%
- 6M
- 0.51%
- 1Y
- 3.70%
- 3Y*
- 4.82%
- 5Y*
- 0.96%
- 10Y*
- 2.00%
QDIBX
- 1D
- 0.22%
- 1M
- -1.22%
- YTD
- 0.00%
- 6M
- 0.90%
- 1Y
- 4.08%
- 3Y*
- 4.27%
- 5Y*
- 0.37%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WFBIX vs. QDIBX - Expense Ratio Comparison
WFBIX has a 0.05% expense ratio, which is higher than QDIBX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
WFBIX vs. QDIBX — Risk / Return Rank
WFBIX
QDIBX
WFBIX vs. QDIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aggregate Bond Index Fund (WFBIX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX). 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.
| WFBIX | QDIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.06 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.55 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.81 | -0.21 |
Martin ratioReturn relative to average drawdown | 4.49 | 5.30 | -0.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WFBIX | QDIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.06 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.06 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.17 | +0.78 |
Correlation
The correlation between WFBIX and QDIBX is 0.89, 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.
Dividends
WFBIX vs. QDIBX - Dividend Comparison
WFBIX's dividend yield for the trailing twelve months is around 3.53%, which matches QDIBX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.53% | 3.78% | 3.68% | 6.82% | 2.60% | 2.04% | 2.43% | 2.88% | 2.71% | 2.24% | 2.25% | 2.20% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.50% | 3.50% | 3.55% | 3.65% | 2.51% | 1.80% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WFBIX vs. QDIBX - Drawdown Comparison
The maximum WFBIX drawdown since its inception was -18.68%, roughly equal to the maximum QDIBX drawdown of -19.63%. Use the drawdown chart below to compare losses from any high point for WFBIX and QDIBX.
Loading graphics...
Drawdown Indicators
| WFBIX | QDIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.68% | -19.63% | +0.95% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -2.58% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -17.84% | -19.63% | +1.79% |
Max Drawdown (10Y)Largest decline over 10 years | -18.68% | — | — |
Current DrawdownCurrent decline from peak | -2.15% | -1.76% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -2.27% | -6.52% | +4.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.88% | +0.12% |
Volatility
WFBIX vs. QDIBX - Volatility Comparison
iShares U.S. Aggregate Bond Index Fund (WFBIX) has a higher volatility of 1.55% compared to Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) at 1.46%. This indicates that WFBIX's price experiences larger fluctuations and is considered to be riskier than QDIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WFBIX | QDIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 1.46% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.59% | 2.54% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.42% | 4.32% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.37% | 6.58% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.15% | 6.32% | -1.17% |