FHMFX vs. BSV
Compare and contrast key facts about Fidelity Series Corporate Bond Fund (FHMFX) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV).
FHMFX is managed by Fidelity. It was launched on Aug 17, 2018. BSV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Performance
FHMFX vs. BSV - Performance Comparison
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FHMFX vs. BSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHMFX Fidelity Series Corporate Bond Fund | -1.04% | 8.18% | 3.13% | 9.11% | -17.03% | -1.41% | 10.15% | 14.45% | -0.24% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 0.13% | 6.00% | 3.78% | 4.90% | -5.49% | -1.09% | 4.70% | 4.98% | 1.26% |
Returns By Period
In the year-to-date period, FHMFX achieves a -1.04% return, which is significantly lower than BSV's 0.13% return.
FHMFX
- 1D
- 0.54%
- 1M
- -2.72%
- YTD
- -1.04%
- 6M
- -0.17%
- 1Y
- 4.34%
- 3Y*
- 5.12%
- 5Y*
- 0.72%
- 10Y*
- —
BSV
- 1D
- 0.14%
- 1M
- -0.78%
- YTD
- 0.13%
- 6M
- 1.33%
- 1Y
- 4.13%
- 3Y*
- 4.27%
- 5Y*
- 1.68%
- 10Y*
- 1.97%
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FHMFX vs. BSV - Expense Ratio Comparison
FHMFX has a 0.00% expense ratio, which is lower than BSV's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FHMFX vs. BSV — Risk / Return Rank
FHMFX
BSV
FHMFX vs. BSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Corporate Bond Fund (FHMFX) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV). 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.
| FHMFX | BSV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 2.08 | -1.04 |
Sortino ratioReturn per unit of downside risk | 1.48 | 3.31 | -1.84 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.41 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 3.25 | -1.57 |
Martin ratioReturn relative to average drawdown | 5.59 | 12.45 | -6.86 |
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
| FHMFX | BSV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.08 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.62 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.83 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.86 | -0.41 |
Correlation
The correlation between FHMFX and BSV is 0.76, 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
FHMFX vs. BSV - Dividend Comparison
FHMFX's dividend yield for the trailing twelve months is around 4.40%, more than BSV's 3.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHMFX Fidelity Series Corporate Bond Fund | 4.40% | 4.70% | 4.52% | 4.07% | 2.65% | 2.42% | 3.05% | 3.90% | 1.49% | 0.00% | 0.00% | 0.00% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 3.90% | 3.83% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% |
Drawdowns
FHMFX vs. BSV - Drawdown Comparison
The maximum FHMFX drawdown since its inception was -22.95%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for FHMFX and BSV.
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Drawdown Indicators
| FHMFX | BSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.95% | -8.54% | -14.41% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -1.29% | -2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -22.95% | -8.54% | -14.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -8.54% | — |
Current DrawdownCurrent decline from peak | -2.72% | -0.78% | -1.94% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -0.98% | -5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.34% | +0.65% |
Volatility
FHMFX vs. BSV - Volatility Comparison
Fidelity Series Corporate Bond Fund (FHMFX) has a higher volatility of 1.82% compared to Vanguard Short-Term Bond Index Fund ETF Shares (BSV) at 0.77%. This indicates that FHMFX's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHMFX | BSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 0.77% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.89% | 1.19% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.83% | 2.00% | +2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.69% | 2.71% | +3.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.54% | 2.37% | +4.17% |