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FBND vs MDY

Comparison between FIDELITY TOTAL BOND ETF (FBND, ETF) and S&P MidCap 400 ETF (MDY, ETF).

5-Year PerformanceMDY has outperformed FBND, delivering a return of +8.5% compared to +0.5%

FBND vs MDY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FBND
$27B
Winner
MDY
$28B
Expense Ratio
FBND
0.36%
Winner
MDY
0.23%
Max Drawdown
Winner
FBND
23.21%
MDY
56.26%
Sharpe Ratio
FBND
0.04
Winner
MDY
1.03
5Y Beta
Winner
FBND
0.05
MDY
0.98
P/E Ratio
FBND
N/A
MDY
26.18
Forward P/E
FBND
N/A
MDY
17.10
PEG Ratio
FBND
N/A
MDY
0.07
5Y Dividends CAGR
FBND
-0.14%
Winner
MDY
8.93%
5Y EPS CAGR
FBND
N/A
MDY
13.11%
Debt to Equity
FBND
N/A
MDY
42.71%
P/S Ratio
FBND
N/A
MDY
1.61
P/B Ratio
FBND
N/A
MDY
2.82

FBND vs MDY - Holdings Comparison

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

FBND's top 25 holdings weight is 0.01%. MDY's top 25 holdings weight is 17.58%.

RankFBNDMDY
#1
ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 0.01%
FLEX LTD (FLEX) - 1.58%
#2N/A
TWILIO INC CLASS A (TWLO) - 0.82%
#3N/A
TECHNIPFMC PLC (n/a) - 0.79%
#4N/A
CURTISS-WRIGHT CORP (CW) - 0.79%
#5N/A
NVENT ELECTRIC PLC (NVT) - 0.77%
#6N/A
STERLING INFRASTRUCTURE INC (STRL) - 0.75%
#7N/A
XPO INC (XPO) - 0.72%
#8N/A
EVERPURE INC CLASS A (P) - 0.71%
#9N/A
ILLUMINA INC (ILMN) - 0.71%
#10N/A
UNITED THERAPEUTICS CORP (UTHR) - 0.68%
#11N/A
ATI INC (ATI) - 0.68%
#12N/A
CARPENTER TECHNOLOGY CORP (CRS) - 0.67%
#13N/A
FABRINET (FN) - 0.67%
#14N/A
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.67%
#15N/A
MASTEC INC (MTZ) - 0.66%
#16N/A
NEXTPOWER INC-CL A (n/a) - 0.66%
#17N/A
MKS INC (MKSI) - 0.62%
#18N/A
OKTA INC CLASS A (OKTA) - 0.60%
#19N/A
ENTEGRIS INC (ENTG) - 0.60%
#20N/A
WOODWARD INC (WWD) - 0.59%
#21N/A
ALCOA CORP (AA) - 0.57%
#22N/A
LATTICE SEMICONDUCTOR CORP (LSCC) - 0.57%
#23N/A
RELIANCE INC (RS) - 0.57%
#24N/A
BURLINGTON STORES INC (BURL) - 0.57%
#25N/A
RB GLOBAL INC (RBA) - 0.56%
Total Holdings1400

FBND vs MDY - Historical Returns

Returns include dividend reinvestment.

1M
FBND
-0.49%
Winner
MDY
-0.49%
3M
FBND
-0.65%
Winner
MDY
+3.98%
6M
FBND
+0.03%
Winner
MDY
+8.00%
1Y
FBND
+3.63%
Winner
MDY
+21.26%
5Y(CAGR)
FBND
+0.48%
Winner
MDY
+8.52%
10Y(CAGR)
FBND
+2.31%
Winner
MDY
+10.84%
Max(CAGR)
FBND
+2.51%
Winner
MDY
+10.03%

FBND vs MDY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFBNDMDY
2026+0.12%+13.51%
2025+7.44%+7.44%
2024+2.75%+14.00%
2023+6.32%+16.64%
2022-11.93%-13.53%
2021-0.31%+26.53%
2020+9.27%+13.37%
2019+9.86%+26.23%
2018-0.23%-12.12%
2017+3.88%+15.30%
2016+6.96%+22.01%
2015-1.17%-2.35%
2014+0.11%+10.67%
2013N/A+29.47%
2012N/A+16.51%
2011N/A-3.32%
2010N/A+24.20%
2009N/A+33.95%
2008N/A-36.01%
2007N/A+6.68%
2006N/A+8.55%
2005N/A+13.72%
2004N/A+15.51%
2003N/A+31.04%
2002N/A-14.53%
2001N/A+3.12%
2000N/A+18.83%
1999N/A+10.57%

FBND vs MDY Drawdown Comparison

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

The maximum drawdown for MDY was -55.34%, occurring on Mar 9, 2009. Recovery took 857 trading sessions.

The current FBND drawdown is -1.80%. The current MDY drawdown is -1.84%.

RankFBNDMDY
#1-17.26%
Sep 14, 2021 - Sep 4, 2025
-55.34%
Jul 13, 2007 - Dec 6, 2010
#2-16.11%
Mar 6, 2020 - May 27, 2020
-42.21%
Feb 20, 2020 - Nov 9, 2020
#3-4.99%
Apr 17, 2015 - Apr 28, 2016
-32.04%
Apr 16, 2002 - Oct 13, 2003
#4-3.71%
Sep 29, 2016 - May 17, 2017
-26.20%
Apr 29, 2011 - Mar 26, 2012
#5-3.41%
Dec 31, 2020 - Jul 19, 2021
-25.60%
Sep 7, 2000 - Apr 10, 2002
#6-2.81%
Sep 7, 2017 - Jan 22, 2019
-24.04%
Nov 25, 2024 - Dec 10, 2025
#7-2.67%
Feb 27, 2026 - May 19, 2026
-23.79%
Nov 16, 2021 - Feb 12, 2024
#8-1.67%
Sep 4, 2019 - Oct 4, 2019
-23.16%
Aug 29, 2018 - Nov 26, 2019
#9-1.37%
Aug 6, 2020 - Nov 19, 2020
-19.27%
Jun 23, 2015 - Jul 11, 2016
#10-1.30%
Oct 4, 2019 - Dec 13, 2019
-13.95%
Mar 24, 2000 - Jun 2, 2000
#11-1.22%
Dec 1, 2014 - Jan 6, 2015
-12.52%
May 8, 2006 - Dec 4, 2006
#12-1.03%
Oct 28, 2025 - Nov 26, 2025
-11.12%
Mar 26, 2012 - Sep 7, 2012
#13-1.02%
Feb 5, 2015 - Feb 25, 2015
-10.55%
Jul 1, 2014 - Nov 21, 2014
#14-1.02%
Jun 23, 2017 - Jul 20, 2017
-10.49%
Apr 5, 2004 - Nov 4, 2004
#15-1.00%
Sep 7, 2016 - Sep 27, 2016
-9.69%
Jan 26, 2018 - Jun 6, 2018

Correlation

Correlation between FBND and MDY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

FBND vs MDY dividend yield comparison.

YearFBNDMDY
20262.22%0.47%
20254.70%1.15%
20244.73%1.18%
20234.26%1.21%
20223.07%1.37%
20211.86%0.96%
20204.25%1.12%
20192.90%1.34%
20182.93%1.39%
20172.56%1.18%
20162.84%1.31%
20153.26%1.35%
20140.66%1.17%
20130.00%1.07%
20120.00%1.14%
20110.00%1.07%
20100.00%0.91%
20090.00%1.22%
20080.00%1.87%
20070.00%1.18%
20060.00%1.18%
20050.00%1.04%
20040.00%0.87%
20030.00%0.82%
20020.00%0.91%
20010.00%0.77%
20000.00%0.82%
19990.00%2.69%

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