Jan 18, 2026 1 min read 0 views

Fidelity Bond ETFs Show Diverging Profiles in Recent Data

Fidelity's FBND and FIGB bond ETFs share identical expense ratios and recent returns, but FBND holds significantly larger assets, a higher yield, and a more diversified portfolio.

Fidelity Bond ETFs Show Diverging Profiles in Recent Data

Data as of January 9, 2026, shows the Fidelity Investment Grade Bond ETF (FIGB) and the Fidelity Total Bond ETF (FBND) both delivered a one-year total return of 3.8%. Both funds charge an identical annual expense ratio of 0.36%.

FBND, however, manages $23.4 billion in assets, a figure that vastly exceeds the $327.1 million under management for FIGB. The Fidelity Total Bond ETF also offers a dividend yield of 4.7%, compared to the 4.1% yield from the Investment Grade Bond ETF.

In terms of portfolio composition, FBND holds 2,742 bonds. Its sector allocation is reported as 95% energy and 5% utilities. Top holdings include Bank of America 3.419%/var 12/20/28, JPMorgan Chase 4.452%/var 12/05/29, and Goldman Sachs 3.691/var 6/05/28, with each representing less than 1% of the fund's assets.

FIGB's portfolio is more concentrated, with 180 holdings. All its assets are classified as cash and others. Its largest positions are Goldman Sachs 3.8% 03/15/30, JPMorgan Chase 4.493%/var 3/24/31, and Morgan Stanley 4.431/var 1/23/30, each just over 1.5% of the fund.

Risk metrics indicate FBND has a beta of 0.97, while FIGB's beta is 1.02. Over a four-year period, FIGB's maximum drawdown was 16.18%, slightly deeper than FBND's 15.48% drawdown. Neither fund employs leverage or currency hedges.

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