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:
0.34
VGSH:
2.53
FIBUX:
0.51
VGSH:
3.87
FIBUX:
1.06
VGSH:
1.53
FIBUX:
0.14
VGSH:
4.44
FIBUX:
0.93
VGSH:
10.71
FIBUX:
2.01%
VGSH:
0.40%
FIBUX:
5.51%
VGSH:
1.69%
FIBUX:
-19.21%
VGSH:
-5.70%
FIBUX:
-8.23%
VGSH:
0.00%
Returns By Period
In the year-to-date period, FIBUX achieves a 0.33% return, which is significantly lower than VGSH's 0.40% return.
FIBUX
0.33%
0.33%
-1.30%
1.86%
-0.53%
N/A
VGSH
0.40%
0.40%
1.29%
3.96%
1.30%
1.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 3.96%, more than VGSH's 3.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.96% | 4.25% | 3.41% | 2.71% | 1.46% | 2.05% | 2.77% | 2.94% | 1.77% | 0.00% | 0.00% | 0.00% |
VGSH Vanguard Short-Term Treasury ETF | 3.83% | 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 -19.21%, 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 1.34% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.35%. 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.