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FTBD vs HYBX

Fidelity Tactical Bond ETF vs TCW High Yield Bond ETF

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

HYBX

TCW High Yield Bond ETF

TCW

Annual cost

0.50%

Fund size

$33M

Key differences

  • HYBX costs 0.05% less per year.
  • FTBD covers global markets; HYBX covers north america.
  • HYBX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTBDHYBX
Annual cost (TER)0.55%0.50%
Fund size (AUM)$37M$33M
Since20231993
Dividend yield5.05%7.49%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.3%+7.0%
CAGR 3Y+5.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.30N/A
Volatility 1Y4.37%6.71%
Max drawdown-6.98%-3.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FTBD and HYBX