FLDR vs IBTI

Comparison between FIDELITY LOW DURATION BOND FACTOR ETF (FLDR, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformanceFLDR has outperformed IBTI, delivering a return of +3.7% compared to +0.2%

FLDR vs IBTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLDR(ETF)	IBTI(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.15%	0.07%
Max Drawdown	12.31%	20.83%
Sharpe Ratio	1.08	-0.36
5Y Beta	0.01	-0.02
5Y Dividends CAGR	49.50%	36.89%

Net Assets

FLDR

$1.60B

Winner

IBTI

$1.70B

Expense Ratio

FLDR

0.15%

Winner

IBTI

0.07%

Max Drawdown

Winner

FLDR

12.31%

IBTI

20.83%

Sharpe Ratio

Winner

FLDR

1.08

IBTI

-0.36

5Y Beta

FLDR

0.01

Winner

IBTI

-0.02

5Y Dividends CAGR

Winner

FLDR

49.50%

IBTI

36.89%

FLDR vs IBTI - Historical Returns

Returns include dividend reinvestment.

Period	FLDR	IBTI
1 month	+0.47%	+0.18%
3 months	+1.17%	+0.32%
6 months	+1.84%	+0.56%
1 year	+4.64%	+2.98%
5 years(CAGR)	+3.72%	+0.19%
10 years(CAGR)	+3.22%	N/A
Max(CAGR)	+3.22%	+0.21%

Winner

FLDR

+0.47%

IBTI

+0.18%

Winner

FLDR

+1.17%

IBTI

+0.32%

Winner

FLDR

+1.84%

IBTI

+0.56%

Winner

FLDR

+4.64%

IBTI

+2.98%

5Y(CAGR)

Winner

FLDR

+3.72%

IBTI

+0.19%

10Y(CAGR)

FLDR

+3.22%

IBTI

N/A

Max(CAGR)

Winner

FLDR

+3.22%

IBTI

+0.21%

FLDR vs IBTI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	FLDR	IBTI
2026	+1.69%	+0.27%
2025	+5.39%	+6.24%
2024	+5.78%	+2.84%
2023	+6.34%	+4.22%
2022	-0.31%	-10.75%
2021	-0.16%	-3.53%
2020	+1.98%	+3.65%
2019	+4.34%	N/A
2018	+0.94%	N/A

FLDR vs IBTI Drawdown Comparison

The maximum drawdown for FLDR was -12.23%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IBTI drawdown is -3.91%.

Rank	FLDR	IBTI
#1	-12.23% Mar 5, 2020 - Jun 12, 2020	-18.46% Aug 4, 2020 - Oct 20, 2022
#2	-2.33% Aug 3, 2021 - Jan 12, 2023	-4.63% Mar 9, 2020 - Apr 1, 2020
#3	-1.06% Oct 23, 2018 - Feb 8, 2019	-1.69% Apr 21, 2020 - Jul 17, 2020
#4	-0.76% Apr 3, 2025 - May 16, 2025	-0.94% Apr 3, 2020 - Apr 15, 2020
#5	-0.68% Mar 13, 2023 - Apr 5, 2023	-0.21% Apr 16, 2020 - Apr 20, 2020
#6	-0.53% Dec 11, 2020 - Jul 8, 2021	-0.19% Jul 23, 2020 - Jul 28, 2020
#7	-0.47% Feb 27, 2026 - Apr 8, 2026	-0.12% Jul 31, 2020 - Aug 4, 2020
#8	-0.28% Oct 11, 2023 - Nov 1, 2023	-0.04% Mar 3, 2020 - Mar 5, 2020
#9	-0.28% Sep 4, 2019 - Sep 24, 2019	-0.04% Apr 1, 2020 - Apr 3, 2020
#10	-0.27% Oct 2, 2024 - Oct 30, 2024	N/A
#11	-0.24% Mar 28, 2024 - Apr 29, 2024	N/A
#12	-0.23% Sep 29, 2023 - Oct 11, 2023	N/A
#13	-0.22% Sep 3, 2020 - Dec 11, 2020	N/A
#14	-0.22% Sep 11, 2018 - Oct 11, 2018	N/A
#15	-0.21% Dec 6, 2024 - Jan 2, 2025	N/A