FIFZX vs. FSSNX
Compare and contrast key facts about Fidelity Series Bond Index Fund (FIFZX) and Fidelity Small Cap Index Fund (FSSNX).
FIFZX is managed by Fidelity. It was launched on Apr 26, 2019. FSSNX is managed by Fidelity. It was launched on Sep 8, 2011.
Performance
FIFZX vs. FSSNX - Performance Comparison
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FIFZX vs. FSSNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIFZX Fidelity Series Bond Index Fund | -0.46% | 7.15% | 1.41% | 5.54% | -13.46% | -1.96% | 7.65% | 5.12% |
FSSNX Fidelity Small Cap Index Fund | -2.46% | 12.94% | 11.71% | 17.11% | -20.28% | 14.70% | 19.99% | 6.07% |
Returns By Period
In the year-to-date period, FIFZX achieves a -0.46% return, which is significantly higher than FSSNX's -2.46% return.
FIFZX
- 1D
- 0.56%
- 1M
- -2.27%
- YTD
- -0.46%
- 6M
- 0.53%
- 1Y
- 3.78%
- 3Y*
- 3.45%
- 5Y*
- 0.10%
- 10Y*
- —
FSSNX
- 1D
- -1.44%
- 1M
- -8.16%
- YTD
- -2.46%
- 6M
- -0.28%
- 1Y
- 21.68%
- 3Y*
- 11.92%
- 5Y*
- 3.17%
- 10Y*
- 9.53%
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FIFZX vs. FSSNX - Expense Ratio Comparison
FIFZX has a 0.00% expense ratio, which is lower than FSSNX's 0.03% 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%.
Return for Risk
FIFZX vs. FSSNX — Risk / Return Rank
FIFZX
FSSNX
FIFZX vs. FSSNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Bond Index Fund (FIFZX) and Fidelity Small Cap Index Fund (FSSNX). 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.
| FIFZX | FSSNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.92 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.41 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.34 | +0.42 |
Martin ratioReturn relative to average drawdown | 5.09 | 5.05 | +0.04 |
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
| FIFZX | FSSNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.92 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.14 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.48 | -0.24 |
Correlation
The correlation between FIFZX and FSSNX is 0.02, 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.
Dividends
FIFZX vs. FSSNX - Dividend Comparison
FIFZX's dividend yield for the trailing twelve months is around 3.62%, more than FSSNX's 1.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFZX Fidelity Series Bond Index Fund | 3.62% | 3.87% | 3.66% | 3.09% | 1.74% | 1.42% | 3.20% | 1.64% | 0.00% | 0.00% | 0.00% | 0.00% |
FSSNX Fidelity Small Cap Index Fund | 1.11% | 1.08% | 1.04% | 1.43% | 1.26% | 3.92% | 0.94% | 2.96% | 4.94% | 3.37% | 2.27% | 2.66% |
Drawdowns
FIFZX vs. FSSNX - Drawdown Comparison
The maximum FIFZX drawdown since its inception was -19.27%, smaller than the maximum FSSNX drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for FIFZX and FSSNX.
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Drawdown Indicators
| FIFZX | FSSNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.27% | -41.72% | +22.45% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -13.89% | +11.08% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -31.87% | +13.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.72% | — |
Current DrawdownCurrent decline from peak | -3.64% | -11.00% | +7.36% |
Average DrawdownAverage peak-to-trough decline | -6.79% | -8.37% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 3.68% | -2.71% |
Volatility
FIFZX vs. FSSNX - Volatility Comparison
The current volatility for Fidelity Series Bond Index Fund (FIFZX) is 1.57%, while Fidelity Small Cap Index Fund (FSSNX) has a volatility of 6.60%. This indicates that FIFZX experiences smaller price fluctuations and is considered to be less risky than FSSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIFZX | FSSNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 6.60% | -5.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 14.12% | -11.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.38% | 23.11% | -18.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.04% | 22.56% | -16.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.66% | 23.38% | -17.72% |