FBND vs IUSG
Comparison between FIDELITY TOTAL BOND ETF (FBND, ETF) and ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF).
5-Year PerformanceIUSG has outperformed FBND, delivering a return of +14.9% compared to +0.9%
FBND vs IUSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FBND
$25B
Winner
IUSG
$26B
Expense Ratio
FBND
0.36%
Winner
IUSG
0.04%
Max Drawdown
Winner
FBND
23.21%
IUSG
65.79%
Sharpe Ratio
FBND
0.50
Winner
IUSG
1.99
5Y Beta
Winner
FBND
0.05
IUSG
1.19
P/E Ratio
FBND
N/A
IUSG
32.42
Forward P/E
FBND
N/A
IUSG
24.41
5Y Dividends CAGR
FBND
1.44%
Winner
IUSG
5.51%
5Y EPS CAGR
FBND
N/A
IUSG
37.58%
Debt to Equity
FBND
N/A
IUSG
24.36%
P/S Ratio
FBND
N/A
IUSG
7.88
P/B Ratio
FBND
N/A
IUSG
8.34
FBND vs IUSG - Holdings Comparison
FBND and IUSG have 0 common holdings. Overlap is 0.00%
FBND's top 25 holdings weight is 0.01%. IUSG's top 25 holdings weight is 71.55%.
| Rank | FBND | IUSG |
|---|---|---|
| #1 | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 0.01% | NVIDIA CORP (NVDA) - 14.94% |
| #2 | N/A | MICROSOFT CORP (MSFT) - 8.96% |
| #3 | N/A | ALPHABET INC CLASS A (GOOGL) - 5.79% |
| #4 | N/A | BROADCOM INC (AVGO) - 5.63% |
| #5 | N/A | APPLE INC (AAPL) - 5.58% |
| #6 | N/A | ALPHABET INC CLASS C (GOOG) - 4.63% |
| #7 | N/A | META PLATFORMS INC CLASS A (META) - 4.21% |
| #8 | N/A | AMAZON.COM INC (AMZN) - 3.84% |
| #9 | N/A | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.46% |
| #10 | N/A | ELI LILLY AND CO (LLY) - 1.95% |
| #11 | N/A | TESLA INC (TSLA) - 1.87% |
| #12 | N/A | MICRON TECHNOLOGY INC (MU) - 1.68% |
| #13 | N/A | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #14 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 1.55% |
| #15 | N/A | NETFLIX INC (NFLX) - 1.10% |
| #16 | N/A | CATERPILLAR INC (CAT) - 1.09% |
| #17 | N/A | n/a (PLTR) - 0.93% |
| #18 | N/A | LAM RESEARCH CORP (LRCX) - 0.92% |
| #19 | N/A | APPLIED MATERIALS INC (AMAT) - 0.91% |
| #20 | N/A | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #21 | N/A | PARKER HANNIFIN CORP (PH) - 0.20% |
| #22 | N/A | CIENA CORP (CIEN) - 0.20% |
| #23 | N/A | HCA HEALTHCARE INC (HCA) - 0.20% |
| #24 | N/A | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.19% |
| #25 | N/A | TRANSDIGM GROUP INC (TDG) - 0.19% |
| Total Holdings | 1 | 351 |
FBND vs IUSG - Historical Returns
Returns include dividend reinvestment.
1M
FBND
+0.14%
Winner
IUSG
+13.61%
3M
FBND
+0.20%
Winner
IUSG
+10.83%
6M
FBND
+1.05%
Winner
IUSG
+12.36%
1Y
FBND
+6.22%
Winner
IUSG
+40.13%
5Y(CAGR)
FBND
+0.94%
Winner
IUSG
+14.89%
10Y(CAGR)
FBND
+2.66%
Winner
IUSG
+17.79%
Max(CAGR)
FBND
+2.61%
Winner
IUSG
+8.19%
FBND vs IUSG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | FBND | IUSG |
|---|---|---|
| 2026 | +0.80% | +10.55% |
| 2025 | +7.44% | +21.33% |
| 2024 | +2.75% | +36.86% |
| 2023 | +6.32% | +30.83% |
| 2022 | -11.93% | -29.33% |
| 2021 | -0.31% | +33.12% |
| 2020 | +9.27% | +31.02% |
| 2019 | +9.86% | +30.94% |
| 2018 | -0.23% | -1.58% |
| 2017 | +3.88% | +25.94% |
| 2016 | +6.96% | +9.35% |
| 2015 | -1.17% | +5.40% |
| 2014 | +0.11% | +13.35% |
| 2013 | N/A | +30.64% |
| 2012 | N/A | +13.49% |
| 2011 | N/A | +0.87% |
| 2010 | N/A | +15.79% |
| 2009 | N/A | +32.45% |
| 2008 | N/A | -37.63% |
| 2007 | N/A | +11.12% |
| 2006 | N/A | +7.90% |
| 2005 | N/A | +5.85% |
| 2004 | N/A | +6.64% |
| 2003 | N/A | +26.11% |
| 2002 | N/A | -28.32% |
| 2001 | N/A | -14.40% |
| 2000 | N/A | -19.48% |
FBND vs IUSG Drawdown Comparison
The maximum drawdown for FBND was -17.26%, occurring on Oct 20, 2022. Recovery took 997 trading sessions.
The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.
The current FBND drawdown is -1.13%.
| Rank | FBND | IUSG |
|---|---|---|
| #1 | -17.26% Sep 14, 2021 - Sep 4, 2025 | -63.40% Sep 1, 2000 - Aug 1, 2013 |
| #2 | -16.11% Mar 6, 2020 - May 27, 2020 | -32.35% Feb 19, 2020 - Jul 6, 2020 |
| #3 | -4.99% Apr 17, 2015 - Apr 28, 2016 | -32.21% Dec 27, 2021 - Feb 29, 2024 |
| #4 | -3.71% Sep 29, 2016 - May 17, 2017 | -22.28% Jan 23, 2025 - Jun 24, 2025 |
| #5 | -3.41% Dec 31, 2020 - Jul 19, 2021 | -20.69% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -2.81% Sep 7, 2017 - Jan 22, 2019 | -14.84% Jul 20, 2015 - Jul 11, 2016 |
| #7 | -2.57% Feb 27, 2026 - Mar 27, 2026 | -13.07% Oct 29, 2025 - Apr 15, 2026 |
| #8 | -1.67% Sep 4, 2019 - Oct 4, 2019 | -12.54% Jul 10, 2024 - Oct 11, 2024 |
| #9 | -1.37% Aug 6, 2020 - Nov 19, 2020 | -10.96% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -1.30% Oct 4, 2019 - Dec 13, 2019 | -9.87% Jan 26, 2018 - Jun 5, 2018 |
| #11 | -1.22% Dec 1, 2014 - Jan 6, 2015 | -8.61% Feb 12, 2021 - Apr 5, 2021 |
| #12 | -1.03% Oct 28, 2025 - Nov 26, 2025 | -7.30% Sep 2, 2014 - Oct 31, 2014 |
| #13 | -1.02% Feb 5, 2015 - Feb 25, 2015 | -7.18% Sep 3, 2021 - Oct 26, 2021 |
| #14 | -1.02% Jun 23, 2017 - Jul 20, 2017 | -6.73% Mar 22, 2024 - May 14, 2024 |
| #15 | -1.00% Sep 7, 2016 - Sep 27, 2016 | -6.41% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between FBND and IUSG is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2000 - 2026)
FBND vs IUSG dividend yield comparison.
| Year | FBND | IUSG |
|---|---|---|
| 2026 | 1.44% | 0.09% |
| 2025 | 4.70% | 0.54% |
| 2024 | 4.73% | 0.59% |
| 2023 | 4.26% | 1.12% |
| 2022 | 3.07% | 1.07% |
| 2021 | 1.86% | 0.59% |
| 2020 | 4.25% | 0.93% |
| 2019 | 2.90% | 1.64% |
| 2018 | 2.93% | 1.32% |
| 2017 | 2.56% | 1.28% |
| 2016 | 2.84% | 1.48% |
| 2015 | 3.26% | 1.29% |
| 2014 | 0.66% | 1.21% |
| 2013 | 0.00% | 1.22% |
| 2012 | 0.00% | 1.56% |
| 2011 | 0.00% | 1.31% |
| 2010 | 0.00% | 1.17% |
| 2009 | 0.00% | 1.30% |
| 2008 | 0.00% | 1.49% |
| 2007 | 0.00% | 0.85% |
| 2006 | 0.00% | 0.82% |
| 2005 | 0.00% | 0.84% |
| 2004 | 0.00% | 1.03% |
| 2003 | 0.00% | 0.66% |
| 2002 | 0.00% | 0.81% |
| 2001 | 0.00% | 0.36% |
| 2000 | 0.00% | 0.06% |
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