WIP vs. FBND
Compare and contrast key facts about SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) and Fidelity Total Bond ETF (FBND).
WIP and FBND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WIP is a passively managed fund by State Street that tracks the performance of the FTSE International Inflation-Linked Securities Select (USD). It was launched on Mar 13, 2008. 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: WIP or FBND.
Correlation
The correlation between WIP and FBND is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WIP vs. FBND - Performance Comparison
Key characteristics
WIP:
-0.11
FBND:
1.05
WIP:
-0.09
FBND:
1.52
WIP:
0.99
FBND:
1.18
WIP:
-0.05
FBND:
0.53
WIP:
-0.22
FBND:
2.90
WIP:
4.41%
FBND:
1.91%
WIP:
9.27%
FBND:
5.31%
WIP:
-29.59%
FBND:
-17.25%
WIP:
-17.01%
FBND:
-4.00%
Returns By Period
In the year-to-date period, WIP achieves a 3.71% return, which is significantly higher than FBND's 1.62% return. Over the past 10 years, WIP has underperformed FBND with an annualized return of -0.08%, while FBND has yielded a comparatively higher 2.17% annualized return.
WIP
3.71%
2.71%
-4.47%
-0.70%
-1.91%
-0.08%
FBND
1.62%
1.35%
-0.47%
5.73%
0.64%
2.17%
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WIP vs. FBND - Expense Ratio Comparison
WIP has a 0.50% expense ratio, which is higher than FBND's 0.36% expense ratio.
Risk-Adjusted Performance
WIP vs. FBND — Risk-Adjusted Performance Rank
WIP
FBND
WIP vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) 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
WIP vs. FBND - Dividend Comparison
WIP's dividend yield for the trailing twelve months is around 5.82%, more than FBND's 4.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIP SPDR FTSE International Government Inflation-Protected Bond ETF | 5.82% | 6.06% | 6.54% | 11.15% | 4.63% | 1.59% | 2.49% | 4.05% | 1.92% | 1.26% | 1.14% | 2.56% |
FBND Fidelity Total Bond ETF | 4.61% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
WIP vs. FBND - Drawdown Comparison
The maximum WIP drawdown since its inception was -29.59%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for WIP and FBND. For additional features, visit the drawdowns tool.
Volatility
WIP vs. FBND - Volatility Comparison
SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) has a higher volatility of 2.78% compared to Fidelity Total Bond ETF (FBND) at 1.36%. This indicates that WIP's price experiences larger fluctuations and is considered to be riskier than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.