Correlation
The correlation between FIFGX and VUSB is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FIFGX vs. VUSB
Compare and contrast key facts about Fidelity SAI Inflation-Focused (FIFGX) and Vanguard Ultra-Short Bond ETF (VUSB).
FIFGX is managed by Fidelity. It was launched on Dec 20, 2018. VUSB is a passively managed fund by Vanguard that tracks the performance of the Bloomberg US Treasury Bellwethers 1-Year. It was launched on Apr 5, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIFGX or VUSB.
Performance
FIFGX vs. VUSB - Performance Comparison
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Key characteristics
FIFGX:
-0.23
VUSB:
7.49
FIFGX:
-0.41
VUSB:
13.32
FIFGX:
0.95
VUSB:
3.61
FIFGX:
-0.25
VUSB:
12.66
FIFGX:
-1.14
VUSB:
83.61
FIFGX:
5.37%
VUSB:
0.07%
FIFGX:
16.62%
VUSB:
0.77%
FIFGX:
-29.57%
VUSB:
-1.79%
FIFGX:
-20.26%
VUSB:
0.00%
Returns By Period
In the year-to-date period, FIFGX achieves a -1.61% return, which is significantly lower than VUSB's 1.94% return.
FIFGX
-1.61%
0.67%
0.57%
-2.97%
-6.00%
12.91%
N/A
VUSB
1.94%
0.30%
2.41%
5.65%
4.54%
N/A
N/A
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FIFGX vs. VUSB - Expense Ratio Comparison
FIFGX has a 0.39% expense ratio, which is higher than VUSB's 0.10% expense ratio.
Risk-Adjusted Performance
FIFGX vs. VUSB — Risk-Adjusted Performance Rank
FIFGX
VUSB
FIFGX vs. VUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Inflation-Focused (FIFGX) and Vanguard Ultra-Short Bond ETF (VUSB). 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.
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Dividends
FIFGX vs. VUSB - Dividend Comparison
FIFGX's dividend yield for the trailing twelve months is around 4.81%, less than VUSB's 5.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
FIFGX Fidelity SAI Inflation-Focused | 4.81% | 4.73% | 11.40% | 12.64% | 35.77% | 3.10% | 2.07% | 0.10% |
VUSB Vanguard Ultra-Short Bond ETF | 5.00% | 5.16% | 4.45% | 1.53% | 0.26% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIFGX vs. VUSB - Drawdown Comparison
The maximum FIFGX drawdown since its inception was -29.57%, which is greater than VUSB's maximum drawdown of -1.79%. Use the drawdown chart below to compare losses from any high point for FIFGX and VUSB.
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Volatility
FIFGX vs. VUSB - Volatility Comparison
Fidelity SAI Inflation-Focused (FIFGX) has a higher volatility of 3.70% compared to Vanguard Ultra-Short Bond ETF (VUSB) at 0.20%. This indicates that FIFGX's price experiences larger fluctuations and is considered to be riskier than VUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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