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FBND vs IUSB

Comparison between FIDELITY TOTAL BOND ETF (FBND, ETF) and ISHARES CORE UNIVERSAL USD BOND ETF (IUSB, ETF).

5-Year PerformanceFBND has outperformed IUSB, delivering a return of +0.8% compared to +0.4%

FBND vs IUSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FBND
$26B
Winner
IUSB
$37B
Expense Ratio
FBND
0.36%
Winner
IUSB
0.06%
Max Drawdown
FBND
23.21%
Winner
IUSB
22.73%
Sharpe Ratio
FBND
0.25
Winner
IUSB
0.26
5Y Beta
Winner
FBND
0.05
IUSB
0.05
5Y Dividends CAGR
FBND
1.46%
Winner
IUSB
9.17%

FBND vs IUSB - Holdings Comparison

FBND and IUSB have 0 common holdings. Overlap is 0.00%

FBND's top 25 holdings weight is 0.01%. IUSB's top 25 holdings weight is 3.11%.

RankFBNDIUSB
#1
ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 0.01%
BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11%
#2N/AN/A
#3N/AN/A
#4N/AN/A
#5N/AN/A
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings11

FBND vs IUSB - Historical Returns

Returns include dividend reinvestment.

1M
FBND
-0.19%
Winner
IUSB
-0.17%
3M
FBND
-0.88%
Winner
IUSB
-0.82%
6M
Winner
FBND
+0.33%
IUSB
+0.31%
1Y
Winner
FBND
+4.87%
IUSB
+4.80%
5Y(CAGR)
Winner
FBND
+0.76%
IUSB
+0.38%
10Y(CAGR)
Winner
FBND
+2.52%
IUSB
+1.93%
Max(CAGR)
Winner
FBND
+2.54%
IUSB
+2.18%

FBND vs IUSB - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearFBNDIUSB
2026+0.17%+0.15%
2025+7.44%+7.38%
2024+2.75%+2.60%
2023+6.32%+5.66%
2022-11.93%-12.47%
2021-0.31%-1.17%
2020+9.27%+7.38%
2019+9.86%+8.95%
2018-0.23%-0.27%
2017+3.88%+3.93%
2016+6.96%+3.83%
2015-1.17%+0.06%
2014+0.11%+1.90%

FBND vs IUSB Drawdown Comparison

The maximum drawdown for FBND was -17.26%, occurring on Oct 20, 2022. Recovery took 997 trading sessions.

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The current FBND drawdown is -1.75%. The current IUSB drawdown is -1.63%.

RankFBNDIUSB
#1-17.26%
Sep 14, 2021 - Sep 4, 2025
-17.90%
Dec 31, 2020 - Oct 20, 2025
#2-16.11%
Mar 6, 2020 - May 27, 2020
-9.90%
Mar 6, 2020 - Jun 10, 2020
#3-4.99%
Apr 17, 2015 - Apr 28, 2016
-4.01%
Sep 7, 2016 - Jul 21, 2017
#4-3.71%
Sep 29, 2016 - May 17, 2017
-3.26%
Sep 7, 2017 - Jan 30, 2019
#5-3.41%
Dec 31, 2020 - Jul 19, 2021
-2.58%
Apr 24, 2015 - Mar 16, 2016
#6-2.81%
Sep 7, 2017 - Jan 22, 2019
-2.53%
Feb 27, 2026 - May 19, 2026
#7-2.67%
Feb 27, 2026 - May 19, 2026
-1.78%
Sep 4, 2019 - Oct 4, 2019
#8-1.67%
Sep 4, 2019 - Oct 4, 2019
-1.69%
Jan 30, 2015 - Mar 24, 2015
#9-1.37%
Aug 6, 2020 - Nov 19, 2020
-1.54%
Aug 4, 2020 - Dec 30, 2020
#10-1.30%
Oct 4, 2019 - Dec 13, 2019
-1.31%
Oct 4, 2019 - Jan 3, 2020
#11-1.22%
Dec 1, 2014 - Jan 6, 2015
-0.99%
Oct 28, 2025 - Nov 26, 2025
#12-1.03%
Oct 28, 2025 - Nov 26, 2025
-0.85%
Aug 15, 2014 - Oct 7, 2014
#13-1.02%
Feb 5, 2015 - Feb 25, 2015
-0.76%
Jul 8, 2016 - Jul 29, 2016
#14-1.02%
Jun 23, 2017 - Jul 20, 2017
-0.75%
Nov 26, 2025 - Jan 14, 2026
#15-1.00%
Sep 7, 2016 - Sep 27, 2016
-0.72%
Oct 20, 2014 - Nov 26, 2014

Correlation

Correlation between FBND and IUSB is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2014 - 2026)

FBND vs IUSB dividend yield comparison.

YearFBNDIUSB
20261.83%1.75%
20254.70%4.17%
20244.73%4.04%
20234.26%3.46%
20223.07%2.53%
20211.86%1.74%
20204.25%2.68%
20192.90%3.04%
20182.93%2.98%
20172.56%2.56%
20162.84%2.60%
20153.26%1.95%
20140.66%1.39%

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