Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSTZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSTZX
FSTZX charges 0.00% annually. No mutual funds in the Inflation-Protected Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust Real Return Fu... | 0.02% | — | Dec 2006 | FSTZX vs RRPAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.04% | — | Oct 2012 | FSTZX vs VTSPX | |
| Fidelity Inflation-Protected Bond Index Fund | 0.05% | — | May 2012 | FSTZX vs FIPDX | |
| Fidelity SAI Inflation-Protected Bond Index Fund | 0.05% | — | Aug 2024 | FSTZX vs FSPWX | |
| Fidelity SAI 0-5 Year Inflation-Protected Bond Ind... | 0.05% | — | Nov 2025 | FSTZX vs FFNYX |
Best Risk-Adjusted Alternatives to FSTZX
FSTZX has a PortfoliosLab risk / return rank of 86. There are 4 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 89 | — | Oct 2012 | FSTZX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 89 | 70.50B | Oct 2012 | FSTZX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 88 | — | Oct 2012 | FSTZX vs VTIPX | |
| Allspring Real Return Fund | 87 | — | Feb 2003 | FSTZX vs IPBAX | |
| Lord Abbett Inflation Focused Fund | 74 | — | Apr 2011 | FSTZX vs LIFIX |
Top Performing FSTZX Alternatives (YTD)
FSTZX is at 1.48% YTD. There are 5 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 12.87%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Real Return Fund | 12.87% | — | Feb 2003 | FSTZX vs IPBAX | |
| SEI Multi-Asset Real Return Fund Class A | 5.53% | — | Jul 2011 | FSTZX vs SEIAX | |
| DFA Global Core Plus Real Return Portfolio | 2.75% | — | May 2021 | FSTZX vs DFAAX | |
| VALIC Company I Inflation Protected Fund | 2.00% | — | Dec 2004 | FSTZX vs VCTPX | |
| VY BlackRock Inflation Protected Bond Portfolio | 1.99% | — | Apr 2007 | FSTZX vs IBRIX |
Lowest Volatility Alternatives to FSTZX
FSTZX has 1.71% 1-year volatility. There are 5 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 1.56% | — | Oct 2012 | FSTZX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.58% | 70.50B | Oct 2012 | FSTZX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.58% | — | Oct 2012 | FSTZX vs VTSPX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.62% | — | Mar 2010 | FSTZX vs EIRRX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.62% | — | Mar 2010 | FSTZX vs EARRX |
Lowest Drawdown Alternatives to FSTZX
FSTZX has a 1-year max drawdown of -0.70%. No mutual funds in the Inflation-Protected Bonds category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -0.72%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | 70.50B | Oct 2012 | FSTZX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | FSTZX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | FSTZX vs VTSPX | |
| American Century Short Duration Inflation Protecti... | -0.76% | 1.19B | May 2005 | FSTZX vs APOIX | |
| SEI Institutional Investments Trust Real Return Fu... | -0.85% | — | Dec 2006 | FSTZX vs RRPAX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 66 | 10.19% | — | Feb 1988 | FSTZX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 87.43% | — | Jul 1985 | FSTZX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 10.74% | — | — | FSTZX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 65 | 10.81% | — | — | FSTZX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.50% | — | — | FSTZX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 73 | 19.05% | — | Dec 1987 | FSTZX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 42 | 10.97% | 176.32B | May 1967 | FSTZX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 63 | 10.04% | — | — | FSTZX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.54% | — | Nov 1997 | FSTZX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 62 | 15.59% | — | Jun 2016 | FSTZX vs FTIHX |
Often Compared With FSTZX
Investors most often compare FSTZX with VTIP, FAGIX, FTBFX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FSTZX with Any Fund or Stock
Compare FSTZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSTZX with funds that move differently
Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSTZX.
Explore FSTZX Diversifiers