FLDR vs IYG

Comparison between FIDELITY LOW DURATION BOND FACTOR ETF (FLDR, ETF) and ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF).

5-Year PerformanceIYG has outperformed FLDR, delivering a return of +10.4% compared to +3.7%

FLDR vs IYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLDR(ETF)	IYG(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.15%	0.38%
Max Drawdown	12.31%	82.89%
Sharpe Ratio	0.34	0.66
5Y Beta	0.01	0.89
P/E Ratio	N/A	18.54
Forward P/E	N/A	16.97
PEG Ratio	N/A	0.74
5Y Dividends CAGR	53.16%	5.68%
5Y EPS CAGR	N/A	9.62%
Debt to Equity	N/A	89.03%
P/S Ratio	N/A	4.34
P/B Ratio	N/A	2.47

Net Assets

FLDR

$2B

IYG

$2B

Expense Ratio

Winner

FLDR

0.15%

IYG

0.38%

Max Drawdown

Winner

FLDR

12.31%

IYG

82.89%

Sharpe Ratio

FLDR

0.34

Winner

IYG

0.66

5Y Beta

Winner

FLDR

0.01

IYG

0.89

P/E Ratio

FLDR

N/A

IYG

18.54

Forward P/E

FLDR

N/A

IYG

16.97

PEG Ratio

FLDR

N/A

IYG

0.74

5Y Dividends CAGR

Winner

FLDR

53.16%

IYG

5.68%

5Y EPS CAGR

FLDR

N/A

IYG

9.62%

Debt to Equity

FLDR

N/A

IYG

89.03%

P/S Ratio

FLDR

N/A

IYG

4.34

P/B Ratio

FLDR

N/A

IYG

2.47

FLDR vs IYG - Historical Returns

Returns include dividend reinvestment.

Period	FLDR	IYG
1 month	+0.26%	+2.90%
3 months	+0.94%	+11.39%
6 months	+1.65%	+5.89%
1 year	+4.11%	+14.99%
5 years(CAGR)	+3.73%	+10.41%
10 years(CAGR)	+3.22%	+14.59%
Max(CAGR)	+3.22%	+6.74%

FLDR

+0.26%

Winner

IYG

+2.90%

FLDR

+0.94%

Winner

IYG

+11.39%

FLDR

+1.65%

Winner

IYG

+5.89%

FLDR

+4.11%

Winner

IYG

+14.99%

5Y(CAGR)

FLDR

+3.73%

Winner

IYG

+10.41%

10Y(CAGR)

FLDR

+3.22%

Winner

IYG

+14.59%

Max(CAGR)

FLDR

+3.22%

Winner

IYG

+6.74%

FLDR vs IYG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	FLDR	IYG
2026	+2.02%	+4.88%
2025	+5.39%	+20.13%
2024	+5.78%	+31.89%
2023	+6.34%	+15.79%
2022	-0.31%	-18.13%
2021	-0.16%	+31.77%
2020	+1.98%	-0.12%
2019	+4.34%	+35.87%
2018	+0.94%	-12.80%
2017	N/A	+23.00%
2016	N/A	+22.73%
2015	N/A	-0.58%
2014	N/A	+11.36%
2013	N/A	+38.64%
2012	N/A	+28.84%
2011	N/A	-22.19%
2010	N/A	+5.43%
2009	N/A	+14.50%
2008	N/A	-51.24%
2007	N/A	-22.14%
2006	N/A	+17.48%
2005	N/A	+4.15%
2004	N/A	+12.79%
2003	N/A	+29.90%
2002	N/A	-11.95%
2001	N/A	-2.76%
2000	N/A	+22.75%

FLDR vs IYG Drawdown Comparison

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

The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.

The current FLDR drawdown is -0.06%. The current IYG drawdown is -0.76%.

Rank	FLDR	IYG
#1	-12.23% Mar 5, 2020 - Jun 12, 2020	-81.83% Feb 20, 2007 - Sep 19, 2017
#2	-2.33% Aug 3, 2021 - Jan 12, 2023	-44.32% Feb 19, 2020 - Jan 6, 2021
#3	-1.06% Oct 23, 2018 - Feb 8, 2019	-34.95% Jan 30, 2001 - Oct 13, 2003
#4	-0.76% Apr 3, 2025 - May 16, 2025	-29.60% Jan 12, 2022 - Mar 20, 2024
#5	-0.68% Mar 13, 2023 - Apr 5, 2023	-24.55% Jan 26, 2018 - Jul 23, 2019
#6	-0.53% Dec 11, 2020 - Jul 8, 2021	-18.53% Feb 18, 2025 - Jun 26, 2025
#7	-0.47% Feb 27, 2026 - Apr 8, 2026	-15.90% Jan 6, 2026 - Jul 15, 2026
#8	-0.28% Oct 11, 2023 - Nov 1, 2023	-14.55% Sep 12, 2000 - Dec 28, 2000
#9	-0.28% Sep 4, 2019 - Sep 24, 2019	-11.56% Mar 5, 2004 - Nov 4, 2004
#10	-0.27% Oct 2, 2024 - Oct 30, 2024	-9.60% Jul 26, 2019 - Oct 25, 2019
#11	-0.24% Mar 28, 2024 - Apr 29, 2024	-9.25% Dec 31, 2004 - Nov 10, 2005
#12	-0.23% Sep 29, 2023 - Oct 11, 2023	-8.91% Oct 25, 2021 - Jan 12, 2022
#13	-0.22% Sep 3, 2020 - Dec 11, 2020	-8.50% Jan 12, 2021 - Feb 12, 2021
#14	-0.22% Sep 11, 2018 - Oct 11, 2018	-8.25% May 5, 2006 - Sep 15, 2006
#15	-0.21% Dec 6, 2024 - Jan 2, 2025	-8.01% Jul 17, 2024 - Aug 23, 2024

Correlation

Correlation between FLDR and IYG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

FLDR vs IYG dividend yield comparison.

Year	FLDR	IYG
2026	2.34%	0.51%
2025	4.66%	1.00%
2024	5.50%	1.16%
2023	5.28%	1.77%
2022	2.09%	2.07%
2021	0.51%	1.25%
2020	1.22%	1.71%
2019	2.69%	1.59%
2018	1.38%	1.81%
2017	0.00%	1.24%
2016	0.00%	1.28%
2015	0.00%	1.33%
2014	0.00%	1.14%
2013	0.00%	1.04%
2012	0.00%	1.40%
2011	0.00%	1.19%
2010	0.00%	0.46%
2009	0.00%	1.14%
2008	0.00%	5.34%
2007	0.00%	2.72%
2006	0.00%	1.88%
2005	0.00%	2.05%
2004	0.00%	1.92%
2003	0.00%	1.67%
2002	0.00%	1.87%
2001	0.00%	1.24%
2000	0.00%	1.07%