FBND vs FNDX
Comparison between FIDELITY TOTAL BOND ETF (FBND, ETF) and SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF (FNDX, ETF).
5-Year PerformanceFNDX has outperformed FBND, delivering a return of +14.2% compared to +0.4%
FBND vs FNDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FBND
$27B
FNDX
$27B
Expense Ratio
FBND
0.36%
Winner
FNDX
0.25%
Max Drawdown
Winner
FBND
23.21%
FNDX
37.72%
Sharpe Ratio
FBND
-0.32
Winner
FNDX
2.29
5Y Beta
Winner
FBND
0.06
FNDX
0.76
P/E Ratio
FBND
N/A
FNDX
23.31
Forward P/E
FBND
N/A
FNDX
15.96
5Y Dividends CAGR
FBND
1.67%
Winner
FNDX
6.60%
5Y EPS CAGR
FBND
N/A
FNDX
13.92%
Debt to Equity
FBND
N/A
FNDX
39.63%
P/S Ratio
FBND
N/A
FNDX
1.44
P/B Ratio
FBND
N/A
FNDX
3.02
FBND vs FNDX - Holdings Comparison
FBND and FNDX have 0 common holdings. Overlap is 0.00%
FBND's top 25 holdings weight is 0.01%. FNDX's top 25 holdings weight is 34.77%.
| Rank | FBND | FNDX |
|---|---|---|
| #1 | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 0.01% | APPLE INC (AAPL) - 4.28% |
| #2 | N/A | MICROSOFT CORP (MSFT) - 2.80% |
| #3 | N/A | EXXONMOBIL HOLDINGS CORP (XOM) - 2.40% |
| #4 | N/A | AMAZON.COM INC (AMZN) - 1.88% |
| #5 | N/A | ALPHABET INC CLASS A (GOOGL) - 1.80% |
| #6 | N/A | JPMORGAN CHASE & CO (JPM) - 1.66% |
| #7 | N/A | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.64% |
| #8 | N/A | INTEL CORP (INTC) - 1.55% |
| #9 | N/A | CHEVRON CORP (CVX) - 1.53% |
| #10 | N/A | UNITEDHEALTH GROUP INC (UNH) - 1.49% |
| #11 | N/A | ALPHABET INC CLASS C (GOOG) - 1.44% |
| #12 | N/A | META PLATFORMS INC CLASS A (META) - 1.26% |
| #13 | N/A | BANK OF AMERICA CORP (BAC) - 1.05% |
| #14 | N/A | JOHNSON & JOHNSON (JNJ) - 1.04% |
| #15 | N/A | VERIZON COMMUNICATIONS INC (VZ) - 0.95% |
| #16 | N/A | WALMART INC (WMT) - 0.95% |
| #17 | N/A | MICRON TECHNOLOGY INC (MU) - 0.88% |
| #18 | N/A | VALERO ENERGY CORP (VLO) - 0.82% |
| #19 | N/A | CITIGROUP INC (C) - 0.80% |
| #20 | N/A | CVS HEALTH CORP (CVS) - 0.79% |
| #21 | N/A | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #22 | N/A | WELLS FARGO & CO (WFC) - 0.77% |
| #23 | N/A | AT&T INC (T) - 0.77% |
| #24 | N/A | MARATHON PETROLEUM CORP (MPC) - 0.72% |
| #25 | N/A | CONOCOPHILLIPS (COP) - 0.71% |
| Total Holdings | 1 | 737 |
FBND vs FNDX - Historical Returns
Returns include dividend reinvestment.
1M
FBND
-0.05%
Winner
FNDX
+2.98%
3M
FBND
+0.17%
Winner
FNDX
+6.78%
6M
FBND
-1.30%
Winner
FNDX
+12.78%
1Y
FBND
+2.85%
Winner
FNDX
+30.76%
5Y(CAGR)
FBND
+0.44%
Winner
FNDX
+14.23%
10Y(CAGR)
FBND
+2.23%
Winner
FNDX
+14.37%
Max(CAGR)
FBND
+2.48%
Winner
FNDX
+13.40%
FBND vs FNDX - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FBND | FNDX |
|---|---|---|
| 2026 | +0.07% | +19.48% |
| 2025 | +7.44% | +17.28% |
| 2024 | +2.75% | +16.68% |
| 2023 | +6.32% | +18.38% |
| 2022 | -11.93% | -7.68% |
| 2021 | -0.31% | +33.32% |
| 2020 | +9.27% | +8.38% |
| 2019 | +9.86% | +28.34% |
| 2018 | -0.23% | -8.02% |
| 2017 | +3.88% | +16.22% |
| 2016 | +6.96% | +17.88% |
| 2015 | -1.17% | -2.97% |
| 2014 | +0.11% | +13.26% |
| 2013 | N/A | +11.33% |
FBND vs FNDX Drawdown Comparison
The maximum drawdown for FBND was -17.26%, occurring on Oct 20, 2022. Recovery took 997 trading sessions.
The maximum drawdown for FNDX was -37.72%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current FBND drawdown is -1.85%. The current FNDX drawdown is -0.49%.
| Rank | FBND | FNDX |
|---|---|---|
| #1 | -17.26% Sep 14, 2021 - Sep 4, 2025 | -37.72% Feb 12, 2020 - Nov 13, 2020 |
| #2 | -16.11% Mar 6, 2020 - May 27, 2020 | -19.64% Sep 21, 2018 - Jul 3, 2019 |
| #3 | -4.99% Apr 17, 2015 - Apr 28, 2016 | -19.04% Jan 12, 2022 - Jul 12, 2023 |
| #4 | -3.71% Sep 29, 2016 - May 17, 2017 | -16.30% Feb 19, 2025 - Jul 1, 2025 |
| #5 | -3.41% Dec 31, 2020 - Jul 19, 2021 | -14.24% May 21, 2015 - Apr 27, 2016 |
| #6 | -2.81% Sep 7, 2017 - Jan 22, 2019 | -10.80% Jan 26, 2018 - Aug 27, 2018 |
| #7 | -2.67% Feb 27, 2026 - May 19, 2026 | -10.14% Jul 31, 2023 - Dec 1, 2023 |
| #8 | -1.67% Sep 4, 2019 - Oct 4, 2019 | -7.77% Sep 19, 2014 - Nov 6, 2014 |
| #9 | -1.37% Aug 6, 2020 - Nov 19, 2020 | -6.77% Jul 26, 2019 - Sep 11, 2019 |
| #10 | -1.30% Oct 4, 2019 - Dec 13, 2019 | -6.45% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -1.22% Dec 1, 2014 - Jan 6, 2015 | -6.20% Dec 31, 2013 - Feb 28, 2014 |
| #12 | -1.03% Oct 28, 2025 - Nov 26, 2025 | -6.07% Feb 11, 2026 - Apr 16, 2026 |
| #13 | -1.02% Feb 5, 2015 - Feb 25, 2015 | -6.05% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -1.02% Jun 23, 2017 - Jul 20, 2017 | -5.42% Jun 8, 2021 - Aug 11, 2021 |
| #15 | -1.00% Sep 7, 2016 - Sep 27, 2016 | -5.38% Nov 8, 2021 - Dec 27, 2021 |
Correlation
Correlation between FBND and FNDX is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2013 - 2026)
FBND vs FNDX dividend yield comparison.
| Year | FBND | FNDX |
|---|---|---|
| 2026 | 2.62% | 0.71% |
| 2025 | 4.70% | 1.63% |
| 2024 | 4.73% | 1.76% |
| 2023 | 4.26% | 1.82% |
| 2022 | 3.07% | 2.07% |
| 2021 | 1.86% | 1.65% |
| 2020 | 4.25% | 2.29% |
| 2019 | 2.90% | 2.23% |
| 2018 | 2.93% | 2.40% |
| 2017 | 2.56% | 1.87% |
| 2016 | 2.84% | 2.01% |
| 2015 | 3.26% | 2.01% |
| 2014 | 0.66% | 1.62% |
| 2013 | 0.00% | 0.53% |
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