FIFZX vs. VBMPX
Compare and contrast key facts about Fidelity Series Bond Index Fund (FIFZX) and Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX).
FIFZX is managed by Fidelity. It was launched on Apr 26, 2019. VBMPX is managed by Vanguard. It was launched on Feb 5, 2010.
Performance
FIFZX vs. VBMPX - Performance Comparison
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FIFZX vs. VBMPX - 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% |
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | -0.49% | 7.18% | 1.27% | 5.75% | -13.14% | -1.95% | 7.75% | 5.83% |
Returns By Period
In the year-to-date period, FIFZX achieves a -0.46% return, which is significantly higher than VBMPX's -0.49% return.
FIFZX
- 1D
- 0.56%
- 1M
- -2.27%
- YTD
- -0.46%
- 6M
- 0.53%
- 1Y
- 3.78%
- 3Y*
- 3.45%
- 5Y*
- 0.10%
- 10Y*
- —
VBMPX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.49%
- 6M
- 0.50%
- 1Y
- 3.78%
- 3Y*
- 3.46%
- 5Y*
- 0.25%
- 10Y*
- 1.60%
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FIFZX vs. VBMPX - Expense Ratio Comparison
FIFZX has a 0.00% expense ratio, which is lower than VBMPX'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. VBMPX — Risk / Return Rank
FIFZX
VBMPX
FIFZX vs. VBMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Bond Index Fund (FIFZX) and Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX). 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 | VBMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.00 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.45 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.79 | -0.04 |
Martin ratioReturn relative to average drawdown | 5.09 | 5.11 | -0.02 |
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 | VBMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.00 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.04 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.32 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.51 | -0.27 |
Correlation
The correlation between FIFZX and VBMPX is 0.97, 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.
Dividends
FIFZX vs. VBMPX - Dividend Comparison
FIFZX's dividend yield for the trailing twelve months is around 3.62%, which matches VBMPX's 3.63% 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% |
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | 3.63% | 3.88% | 3.69% | 3.11% | 2.61% | 1.81% | 2.41% | 2.75% | 2.58% | 2.58% | 2.55% | 2.85% |
Drawdowns
FIFZX vs. VBMPX - Drawdown Comparison
The maximum FIFZX drawdown since its inception was -19.27%, roughly equal to the maximum VBMPX drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for FIFZX and VBMPX.
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Drawdown Indicators
| FIFZX | VBMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.27% | -18.90% | -0.37% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -2.73% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -18.12% | -0.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.90% | — |
Current DrawdownCurrent decline from peak | -3.64% | -3.13% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -6.79% | -3.54% | -3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.96% | +0.01% |
Volatility
FIFZX vs. VBMPX - Volatility Comparison
Fidelity Series Bond Index Fund (FIFZX) and Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) have volatilities of 1.57% and 1.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIFZX | VBMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 1.55% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 2.59% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.38% | 4.37% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.04% | 5.99% | +0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.66% | 4.97% | +0.69% |