4 weeks ago
16
Jake Lerch, The Motley Fool
Thu, April 23, 2026 astatine 11:10 AM CDT 4 min read
The Fidelity Investment Grade Bond ETF(NYSEMKT:FIGB) offers a high-yield fixed-income alternate to the equity-heavy State Street SPDR S&P 500 ETF Trust(NYSEMKT:SPY), providing little volatility and antithetic hazard exposure.
While SPY tracks the wide show of the largest companies successful the U.S. banal market, FIGB focuses connected the high-grade indebtedness market. These 2 funds service antithetic roles successful a portfolio: 1 seeks superior appreciation, portion the different prioritizes income and comparative stability.
| Issuer | SPDR | Fidelity |
| Expense ratio | 0.09% | 0.36% |
| 1-yr instrumentality (as of 2026-04-17) | 36.4% | 6.7% |
| Dividend yield | 1.0% | 4.1% |
| Beta | 1.00 | 0.28 |
| AUM | $723.5 billion | $466.2 million |
Beta measures terms volatility comparative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr instrumentality represents full instrumentality implicit the trailing 12 months. Dividend output is the trailing-12-month organisation yield.
Investors wage a higher premium for progressive absorption oregon specialized enslaved exposure, arsenic the Fidelity money disbursal ratio is 0.27 percent points higher than the SPDR trust. However, the Fidelity money offers a importantly higher payout for income seekers.
| Max drawdown (5 yr) | (24.5%) | (18.1%) |
| Growth of $1,000 implicit 5 years (total return) | $1,822 | $1,023 |
The Fidelity Investment Grade Bond ETF, launched successful 2021, provides entree to U.S. high-grade enslaved sectors. The portfolio chiefly consists of investment-grade firm bonds and U.S. Treasury securities, with 180 full holdings. The money has a trailing-12-month dividend of $1.77 per share.
The State Street SPDR S&P 500 ETF Trust, launched successful 1993, holds 504 positions crossed each large equity sectors. Its largest positions see Nvidia Corp(NASDAQ:NVDA) astatine 7.97%, Apple Inc(NASDAQ:AAPL) astatine 6.39%, and Microsoft Corp(NASDAQ:MSFT) astatine 5.16%. The exertion assemblage accounts for 34% of the fund. It has paid $7.38 per stock implicit the trailing 12 months, reflecting its absorption connected large-cap equity maturation alternatively than dense fixed-income distributions.
For much guidance connected ETF investing, cheque retired the afloat usher astatine this link.
Both the Fidelity Investment Grade Bond ETF (FIGB) and the State Street SPDR S&P 500 ETF Trust (SPY) are exchange-traded funds (ETFs) that investors should get to know. Here are immoderate cardinal takeaways for investors.
First, let’s instrumentality a look astatine SPY. This money is 1 of the largest ETFs successful the world, with implicit $720 cardinal successful AUM. The money tracks the S&P 500 benchmark and, consequently, its apical holdings are mostly large tech stocks similar Nvidia, Apple, and Microsoft. The money charges a reasonably debased disbursal ratio of 0.09% and has a precise humble dividend output of 1.04%.
English (CA) · 
English (US) · 
Spanish (MX) ·