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 -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FIBUX vs. VGSH - Performance Comparison
Key characteristics
FIBUX:
1.36
VGSH:
3.76
FIBUX:
2.02
VGSH:
6.46
FIBUX:
1.24
VGSH:
1.86
FIBUX:
0.56
VGSH:
6.35
FIBUX:
3.50
VGSH:
18.59
FIBUX:
2.09%
VGSH:
0.33%
FIBUX:
5.39%
VGSH:
1.64%
FIBUX:
-18.76%
VGSH:
-5.70%
FIBUX:
-7.01%
VGSH:
0.00%
Returns By Period
In the year-to-date period, FIBUX achieves a 2.41% return, which is significantly higher than VGSH's 2.08% return.
FIBUX
2.41%
0.55%
1.82%
7.58%
-0.89%
N/A
VGSH
2.08%
0.76%
2.58%
6.27%
1.19%
1.49%
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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 Rank
FIBUX
VGSH
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 3.71%, less than VGSH's 4.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.71% | 3.65% | 2.93% | 2.15% | 1.47% | 2.92% | 2.95% | 2.71% | 2.34% | 0.00% | 0.00% | 0.00% |
VGSH Vanguard Short-Term Treasury ETF | 4.16% | 4.19% | 3.32% | 1.15% | 0.66% | 1.75% | 2.28% | 1.79% | 1.10% | 0.84% | 0.71% | 0.46% |
Drawdowns
FIBUX vs. VGSH - Drawdown Comparison
The maximum FIBUX drawdown since its inception was -18.76%, 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 2.13% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.63%. 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.