EFIPX vs. VTBNX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and Vanguard Total Bond Market II Index Fund (VTBNX).
EFIPX is managed by Fidelity. It was launched on Feb 2, 1984. VTBNX is managed by Vanguard.
Performance
EFIPX vs. VTBNX - Performance Comparison
Loading graphics...
EFIPX vs. VTBNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | -0.40% | 6.70% | 4.34% | 6.01% | -6.35% | -1.41% | 5.13% | 6.00% | 0.68% | 1.84% |
VTBNX Vanguard Total Bond Market II Index Fund | -0.60% | 7.18% | 1.32% | 5.68% | -13.12% | -1.82% | 7.39% | 8.71% | -0.27% | 3.62% |
Returns By Period
In the year-to-date period, EFIPX achieves a -0.40% return, which is significantly higher than VTBNX's -0.60% return. Over the past 10 years, EFIPX has outperformed VTBNX with an annualized return of 2.25%, while VTBNX has yielded a comparatively lower 1.56% annualized return.
EFIPX
- 1D
- 0.17%
- 1M
- -1.37%
- YTD
- -0.40%
- 6M
- 0.86%
- 1Y
- 4.20%
- 3Y*
- 4.87%
- 5Y*
- 1.90%
- 10Y*
- 2.25%
VTBNX
- 1D
- 0.42%
- 1M
- -2.26%
- YTD
- -0.60%
- 6M
- 0.40%
- 1Y
- 3.62%
- 3Y*
- 3.40%
- 5Y*
- 0.22%
- 10Y*
- 1.56%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EFIPX vs. VTBNX - Expense Ratio Comparison
EFIPX has a 0.50% expense ratio, which is higher than VTBNX's 0.02% expense ratio.
Return for Risk
EFIPX vs. VTBNX — Risk / Return Rank
EFIPX
VTBNX
EFIPX vs. VTBNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and Vanguard Total Bond Market II Index Fund (VTBNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EFIPX | VTBNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 0.98 | +0.97 |
Sortino ratioReturn per unit of downside risk | 3.13 | 1.41 | +1.71 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.17 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 1.77 | +1.18 |
Martin ratioReturn relative to average drawdown | 11.82 | 5.02 | +6.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EFIPX | VTBNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 0.98 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.04 | +0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.32 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 0.36 | +0.82 |
Correlation
The correlation between EFIPX and VTBNX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EFIPX vs. VTBNX - Dividend Comparison
EFIPX's dividend yield for the trailing twelve months is around 3.70%, which matches VTBNX's 3.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | 3.70% | 3.93% | 2.81% | 2.15% | 1.20% | 1.21% | 2.35% | 2.41% | 2.26% | 1.74% | 1.82% | 1.55% |
VTBNX Vanguard Total Bond Market II Index Fund | 3.68% | 3.95% | 3.77% | 3.13% | 2.54% | 1.82% | 3.12% | 2.79% | 2.56% | 2.52% | 2.55% | 0.00% |
Drawdowns
EFIPX vs. VTBNX - Drawdown Comparison
The maximum EFIPX drawdown since its inception was -13.33%, smaller than the maximum VTBNX drawdown of -18.71%. Use the drawdown chart below to compare losses from any high point for EFIPX and VTBNX.
Loading graphics...
Drawdown Indicators
| EFIPX | VTBNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.33% | -18.71% | +5.38% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -2.67% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -9.76% | -18.05% | +8.29% |
Max Drawdown (10Y)Largest decline over 10 years | -9.96% | -18.71% | +8.75% |
Current DrawdownCurrent decline from peak | -1.37% | -3.11% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -4.91% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 0.94% | -0.53% |
Volatility
EFIPX vs. VTBNX - Volatility Comparison
The current volatility for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) is 0.81%, while Vanguard Total Bond Market II Index Fund (VTBNX) has a volatility of 1.52%. This indicates that EFIPX experiences smaller price fluctuations and is considered to be less risky than VTBNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EFIPX | VTBNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 1.52% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 1.48% | 2.54% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.34% | 4.32% | -1.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 5.92% | -3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.41% | 4.91% | -2.50% |