FTBD vs VXZ
Comparison between FIDELITY TACTICAL BOND ETF (FTBD, ETF) and iPath Series B S&P 500 VIX Mid-Term Futures ETN (VXZ, ETF).
FTBD vs VXZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FTBD
$37M
VXZ
$37M
Expense Ratio
Winner
FTBD
0.55%
VXZ
0.89%
Max Drawdown
Winner
FTBD
9.88%
VXZ
69.00%
Sharpe Ratio
Winner
FTBD
0.41
VXZ
-0.54
5Y Beta
FTBD
0.07
Winner
VXZ
-1.49
FTBD vs VXZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTBD
-0.12%
VXZ
-2.90%
3M
Winner
FTBD
-0.56%
VXZ
-3.26%
6M
Winner
FTBD
+0.96%
VXZ
-1.52%
1Y
Winner
FTBD
+5.71%
VXZ
-9.11%
5Y(CAGR)
FTBD
N/A
VXZ
-12.71%
10Y(CAGR)
FTBD
N/A
VXZ
-2.59%
Max(CAGR)
Winner
FTBD
+4.29%
VXZ
-2.59%
FTBD vs VXZ - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FTBD | VXZ |
|---|---|---|
| 2026 | +0.88% | +1.99% |
| 2025 | +8.34% | +5.13% |
| 2024 | +2.34% | -12.29% |
| 2023 | +3.72% | -43.19% |
| 2022 | N/A | +1.69% |
| 2021 | N/A | -18.73% |
| 2020 | N/A | +76.74% |
| 2019 | N/A | -19.12% |
| 2018 | N/A | +31.89% |
FTBD vs VXZ Drawdown Comparison
The maximum drawdown for FTBD was -6.98%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The maximum drawdown for VXZ was -69.00%, occurring on Nov 29, 2024. This drawdown has not yet recovered.
The current FTBD drawdown is -1.45%. The current VXZ drawdown is -64.79%.
| Rank | FTBD | VXZ |
|---|---|---|
| #1 | -6.98% Feb 2, 2023 - Dec 6, 2023 | -69.00% Mar 18, 2020 - Nov 29, 2024 |
| #2 | -4.94% Sep 16, 2024 - Jun 24, 2025 | -28.77% Apr 4, 2018 - Mar 9, 2020 |
| #3 | -3.80% Dec 27, 2023 - Jun 18, 2024 | -6.59% Mar 2, 2018 - Apr 2, 2018 |
| #4 | -2.98% Feb 27, 2026 - Mar 27, 2026 | -6.05% Feb 14, 2018 - Mar 1, 2018 |
| #5 | -1.52% Jun 18, 2024 - Jul 5, 2024 | -4.85% Mar 12, 2020 - Mar 16, 2020 |
| #6 | -1.21% Jul 1, 2025 - Jul 29, 2025 | -3.49% Mar 9, 2020 - Mar 11, 2020 |
| #7 | -1.18% Oct 28, 2025 - Jan 14, 2026 | -1.07% Jan 18, 2018 - Jan 23, 2018 |
| #8 | -1.09% Aug 2, 2024 - Aug 14, 2024 | N/A |
| #9 | -1.07% Jul 17, 2024 - Jul 31, 2024 | N/A |
| #10 | -0.83% Sep 16, 2025 - Oct 14, 2025 | N/A |
| #11 | -0.75% Aug 13, 2025 - Aug 28, 2025 | N/A |
| #12 | -0.61% Dec 7, 2023 - Dec 13, 2023 | N/A |
| #13 | -0.57% Aug 21, 2024 - Sep 4, 2024 | N/A |
| #14 | -0.52% Jan 15, 2026 - Jan 26, 2026 | N/A |
| #15 | -0.45% Aug 14, 2024 - Aug 19, 2024 | N/A |
Correlation
Correlation between FTBD and VXZ is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.54
-101
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