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