NOVEL THINKING

No ETF offers anywhere near as favorable a risk/reward trade-off. Fidelity Total Bond mostly makes security- and sector-level calls without varying its duration or taking too much risk off the table. Fidelity Corporate Bond Michael Plage and David Prothro comanage this fund.

As a consequence, some of Fidelity's bond funds failed to sidestep the subprime crisis and the financial crisis and suffered sharp losses relative to their benchmarks. A closer look reveals that Fidelity Limited Term Bond until very recently was the Fidelity Advisor Intermediate Bond Fund, which was benchmarked to the Barclays U.S. Intermediate Government/Credit Bond Index. O'Neil has spent almost 10 years running the mutual fund, so we have a lot of data to work with. Aggregate Bond Index Benchmark Index Description: The index measures the performance of the U.S. investment grade bond market. Now we have another angle to assess Fidelity Total Bond. The Fund invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities and uses the Barclays US Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes.

You may also want to check out the following BND comparisons that investors often look for on Finny. BND has a lower expense ratio than FBND (0.04% vs 0.36%). When compared against Vanguard Total Bond Market Index (MUTF:VBMFX), O'Neil looks a bit better, extending his edge to 0.61% annualized. Go ad free! We see benchmark-matching performance punctuated by a nasty drawdown during the financial crisis. Below is the comparison between BND and FBND. The Fund seeks to track the performance of a market-weighted bond index with a long-term dollar-weighted average maturity. AGG vs. BND: Head-To-Head ETF Comparison The table below compares many ETF metrics between AGG and BND. PIMCO Total Return is willing to make big macro calls--market-time, in other words--hence its sidestepping much of the carnage of the financial crisis, riding the mortgage-backed securities wave, then getting clobbered in 2011 on its big short Treasury bet. This is primarily an investment-grade portfolio--think high-quality corporate bonds, agency mortgages, and Treasuries--livened up with a mix of junk bonds, floating-rate bank loans, and developed- and emerging-markets debt. BND has a lower expense ratio than EDV (0.04% vs 0.07%). The result is the fund that took a beating during the crisis but has steadily earned excess returns as credit exposure has done well. FBND has a higher expense ratio than BND (0.36% vs 0.04%). One big difference between the firms is that PIMCO makes big macroeconomic calls, whereas Fidelity's bond funds won't. Its lead manager was also O'Neil, who began managing the fund the same day he took over Fidelity Total Bond and ended his tenure on Oct. 29, 2013. FBND vs BOND; FBND vs FBNDX; FBND vs FTBFX; BND vs EDV; BND vs USD; Or use Finny Compare Wizard to create a comparison you’d like to see. Below is the comparison between FBND and BND. The Fund seeks a high level of current income. Aggregate Float Adjusted Index, Federal National Mortgage Association 2.5%, Federal National Mortgage Association 2.45%. There is no other actively managed bond ETF also benchmarked to a similar index or in the corporate-bond category. Morningstar, Inc. licenses its indexes to institutions for a variety of reasons, including the creation of investment products and the benchmarking of existing products. Of all three funds, this one is the least appealing from a historical risk/return perspective. Ford O'Neil is lead manager of both FBND and its mutual fund counterpart, Fidelity Total Bond (MUTF: FTBFX). It's also going up against extremely stiff competition in the form of high-yield, low early withdrawal penalty five-year bank CDs that offer 2% yields as of this writing. The different performance patterns reveal the distinct processes driving each fund. Below is the comparison between BND and EDV. These investment products are not sponsored, issued, marketed, or sold by Morningstar. The Fidelity Total Bond mutual fund has a Morningstar Analyst Rating of Gold, which indicates Morningstar believes the fund will beat its category peers on a risk-adjusted basis over a full market cycle.

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