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.
Correlation
The correlation between FIFGX and VUSB is 0.08, 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.
Performance
FIFGX vs. VUSB - Performance Comparison
Key characteristics
FIFGX:
-0.16
VUSB:
7.63
FIFGX:
-0.10
VUSB:
13.55
FIFGX:
0.99
VUSB:
3.64
FIFGX:
-0.10
VUSB:
12.86
FIFGX:
-0.50
VUSB:
85.66
FIFGX:
5.17%
VUSB:
0.07%
FIFGX:
16.54%
VUSB:
0.78%
FIFGX:
-29.57%
VUSB:
-1.79%
FIFGX:
-17.88%
VUSB:
-0.07%
Returns By Period
The year-to-date returns for both investments are quite close, with FIFGX having a 1.31% return and VUSB slightly higher at 1.35%.
FIFGX
1.31%
-3.69%
3.60%
-1.49%
14.11%
N/A
VUSB
1.35%
0.24%
2.28%
5.84%
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.
Dividends
FIFGX vs. VUSB - Dividend Comparison
FIFGX's dividend yield for the trailing twelve months is around 4.67%, less than VUSB's 5.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
FIFGX Fidelity SAI Inflation-Focused | 4.67% | 4.73% | 11.40% | 12.49% | 35.29% | 3.10% | 1.90% | 0.04% |
VUSB Vanguard Ultra-Short Bond ETF | 5.07% | 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. For additional features, visit the drawdowns tool.
Volatility
FIFGX vs. VUSB - Volatility Comparison
Fidelity SAI Inflation-Focused (FIFGX) has a higher volatility of 8.76% compared to Vanguard Ultra-Short Bond ETF (VUSB) at 0.45%. 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.