FHQFX vs. HYSA

In the year-to-date period, FHQFX achieves a 1.07% return, which is significantly lower than HYSA's 1.17% return.

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FHQFX has a 0.00% expense ratio, which is lower than HYSA's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Treasury Bill Index Fund (FHQFX) and Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA). 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.

The current FHQFX Sharpe Ratio is 3.67, which is higher than the HYSA Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of FHQFX and HYSA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FHQFX's dividend yield for the trailing twelve months is around 4.85%, less than HYSA's 6.88% yield.

The maximum FHQFX drawdown since its inception was -0.20%, smaller than the maximum HYSA drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for FHQFX and HYSA. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Series Treasury Bill Index Fund (FHQFX) is 0.36%, while Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) has a volatility of 3.96%. This indicates that FHQFX experiences smaller price fluctuations and is considered to be less risky than HYSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.