FIBUX vs. VGSH
Compare and contrast key facts about Fidelity Flex U.S. Bond Index Fund (FIBUX) and Vanguard Short-Term Treasury ETF (VGSH).
FIBUX is managed by Fidelity. It was launched on Mar 9, 2017. VGSH is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-3 Year Government Float Adjusted Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIBUX or VGSH.
Correlation
The correlation between FIBUX and VGSH is 0.73, 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.
Performance
FIBUX vs. VGSH - Performance Comparison
Key characteristics
FIBUX:
0.25
VGSH:
2.31
FIBUX:
0.38
VGSH:
3.54
FIBUX:
1.05
VGSH:
1.47
FIBUX:
0.10
VGSH:
4.15
FIBUX:
0.70
VGSH:
10.10
FIBUX:
1.98%
VGSH:
0.40%
FIBUX:
5.57%
VGSH:
1.74%
FIBUX:
-19.46%
VGSH:
-5.70%
FIBUX:
-10.40%
VGSH:
-0.46%
Returns By Period
In the year-to-date period, FIBUX achieves a 1.15% return, which is significantly lower than VGSH's 3.76% return.
FIBUX
1.15%
-0.55%
1.08%
1.37%
-0.57%
N/A
VGSH
3.76%
0.40%
2.60%
3.92%
1.33%
1.33%
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FIBUX vs. VGSH - Expense Ratio Comparison
FIBUX has a 0.00% expense ratio, which is lower than VGSH's 0.04% 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%.
Risk-Adjusted Performance
FIBUX vs. VGSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex U.S. Bond Index Fund (FIBUX) and Vanguard Short-Term Treasury ETF (VGSH). 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.
Dividends
FIBUX vs. VGSH - Dividend Comparison
FIBUX's dividend yield for the trailing twelve months is around 3.25%, less than VGSH's 3.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.25% | 2.91% | 2.15% | 1.46% | 2.05% | 2.77% | 2.72% | 1.77% | 0.00% | 0.00% | 0.00% | 0.00% |
VGSH Vanguard Short-Term Treasury ETF | 3.84% | 3.32% | 1.15% | 0.66% | 1.75% | 2.28% | 1.79% | 1.10% | 0.84% | 0.71% | 0.46% | 0.34% |
Drawdowns
FIBUX vs. VGSH - Drawdown Comparison
The maximum FIBUX drawdown since its inception was -19.46%, which is greater than VGSH's maximum drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for FIBUX and VGSH. For additional features, visit the drawdowns tool.
Volatility
FIBUX vs. VGSH - Volatility Comparison
Fidelity Flex U.S. Bond Index Fund (FIBUX) has a higher volatility of 1.55% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.36%. This indicates that FIBUX's price experiences larger fluctuations and is considered to be riskier than VGSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.