FDIAX vs. VBMPX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class A (FDIAX) and Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX).
FDIAX is managed by Fidelity. It was launched on Sep 3, 1996. VBMPX is managed by Vanguard. It was launched on Feb 5, 2010.
Performance
FDIAX vs. VBMPX - Performance Comparison
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FDIAX vs. VBMPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDIAX Fidelity Advisor Limited Term Bond Fund Class A | -0.46% | 6.38% | 4.09% | 5.76% | -6.45% | -1.62% | 4.86% | 5.72% | 0.40% | 1.58% |
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | -0.49% | 7.18% | 1.27% | 5.75% | -13.14% | -1.95% | 7.75% | 8.74% | -0.24% | 3.58% |
Returns By Period
In the year-to-date period, FDIAX achieves a -0.46% return, which is significantly higher than VBMPX's -0.49% return. Over the past 10 years, FDIAX has outperformed VBMPX with an annualized return of 2.01%, while VBMPX has yielded a comparatively lower 1.60% annualized return.
FDIAX
- 1D
- 0.26%
- 1M
- -1.37%
- YTD
- -0.46%
- 6M
- 0.73%
- 1Y
- 4.00%
- 3Y*
- 4.60%
- 5Y*
- 1.67%
- 10Y*
- 2.01%
VBMPX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.49%
- 6M
- 0.50%
- 1Y
- 3.78%
- 3Y*
- 3.46%
- 5Y*
- 0.25%
- 10Y*
- 1.60%
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FDIAX vs. VBMPX - Expense Ratio Comparison
FDIAX has a 0.75% expense ratio, which is higher than VBMPX's 0.03% expense ratio.
Return for Risk
FDIAX vs. VBMPX — Risk / Return Rank
FDIAX
VBMPX
FDIAX vs. VBMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class A (FDIAX) and Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX). 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.
| FDIAX | VBMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.94 | 1.00 | +0.94 |
Sortino ratioReturn per unit of downside risk | 3.09 | 1.45 | +1.64 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.18 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | 1.79 | +0.97 |
Martin ratioReturn relative to average drawdown | 11.16 | 5.11 | +6.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDIAX | VBMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.94 | 1.00 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.04 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.32 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 0.51 | +0.53 |
Correlation
The correlation between FDIAX and VBMPX is 0.84, 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
FDIAX vs. VBMPX - Dividend Comparison
FDIAX's dividend yield for the trailing twelve months is around 3.42%, less than VBMPX's 3.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIAX Fidelity Advisor Limited Term Bond Fund Class A | 3.42% | 3.63% | 2.57% | 1.90% | 1.03% | 1.09% | 2.09% | 2.14% | 1.99% | 1.48% | 1.55% | 1.31% |
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | 3.63% | 3.88% | 3.69% | 3.11% | 2.61% | 1.81% | 2.41% | 2.75% | 2.58% | 2.58% | 2.55% | 2.85% |
Drawdowns
FDIAX vs. VBMPX - Drawdown Comparison
The maximum FDIAX drawdown since its inception was -12.45%, smaller than the maximum VBMPX drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for FDIAX and VBMPX.
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Drawdown Indicators
| FDIAX | VBMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.45% | -18.90% | +6.45% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -2.73% | +1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -9.99% | -18.12% | +8.13% |
Max Drawdown (10Y)Largest decline over 10 years | -10.20% | -18.90% | +8.70% |
Current DrawdownCurrent decline from peak | -1.37% | -3.13% | +1.76% |
Average DrawdownAverage peak-to-trough decline | -1.72% | -3.54% | +1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 0.96% | -0.56% |
Volatility
FDIAX vs. VBMPX - Volatility Comparison
The current volatility for Fidelity Advisor Limited Term Bond Fund Class A (FDIAX) is 0.80%, while Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) has a volatility of 1.55%. This indicates that FDIAX experiences smaller price fluctuations and is considered to be less risky than VBMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDIAX | VBMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.80% | 1.55% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 2.59% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 4.37% | -2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.73% | 5.99% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.38% | 4.97% | -2.59% |