FIFGX vs. AGG
Compare and contrast key facts about Fidelity SAI Inflation-Focused (FIFGX) and iShares Core U.S. Aggregate Bond ETF (AGG).
FIFGX is managed by Fidelity. It was launched on Dec 20, 2018. AGG is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Performance
FIFGX vs. AGG - Performance Comparison
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FIFGX vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIFGX Fidelity SAI Inflation-Focused | 40.42% | 7.44% | 6.34% | -11.90% | 9.30% | 32.92% | 1.48% | 9.32% | -2.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.02% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.61% |
Returns By Period
In the year-to-date period, FIFGX achieves a 40.42% return, which is significantly higher than AGG's 0.02% return.
FIFGX
- 1D
- 1.03%
- 1M
- 22.58%
- YTD
- 40.42%
- 6M
- 39.86%
- 1Y
- 40.86%
- 3Y*
- 13.84%
- 5Y*
- 13.85%
- 10Y*
- —
AGG
- 1D
- 0.23%
- 1M
- -1.79%
- YTD
- 0.02%
- 6M
- 0.97%
- 1Y
- 4.36%
- 3Y*
- 3.59%
- 5Y*
- 0.23%
- 10Y*
- 1.66%
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FIFGX vs. AGG - Expense Ratio Comparison
FIFGX has a 0.39% expense ratio, which is higher than AGG's 0.03% expense ratio.
Return for Risk
FIFGX vs. AGG — Risk / Return Rank
FIFGX
AGG
FIFGX vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Inflation-Focused (FIFGX) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
| FIFGX | AGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.00 | +1.00 |
Sortino ratioReturn per unit of downside risk | 2.62 | 1.42 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.18 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 3.50 | 1.81 | +1.69 |
Martin ratioReturn relative to average drawdown | 9.26 | 5.07 | +4.19 |
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
| FIFGX | AGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.00 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.04 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.31 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.59 | -0.56 |
Correlation
The correlation between FIFGX and AGG is -0.02. 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.
Dividends
FIFGX vs. AGG - Dividend Comparison
FIFGX's dividend yield for the trailing twelve months is around 3.87%, less than AGG's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFGX Fidelity SAI Inflation-Focused | 3.87% | 5.44% | 4.73% | 2.43% | 12.64% | 35.77% | 3.10% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.93% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
Drawdowns
FIFGX vs. AGG - Drawdown Comparison
The maximum FIFGX drawdown since its inception was -92.38%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for FIFGX and AGG.
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Drawdown Indicators
| FIFGX | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.38% | -18.43% | -73.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -2.52% | -9.70% |
Max Drawdown (5Y)Largest decline over 5 years | -92.38% | -17.82% | -74.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.36% | +2.36% |
Average DrawdownAverage peak-to-trough decline | -14.19% | -2.71% | -11.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 0.90% | +3.73% |
Volatility
FIFGX vs. AGG - Volatility Comparison
Fidelity SAI Inflation-Focused (FIFGX) has a higher volatility of 10.69% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.66%. This indicates that FIFGX's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIFGX | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.69% | 1.66% | +9.03% |
Volatility (6M)Calculated over the trailing 6-month period | 16.35% | 2.55% | +13.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.61% | 4.37% | +17.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 408.16% | 6.07% | +402.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 338.61% | 5.39% | +333.22% |