FIFZX vs. VUSFX
Compare and contrast key facts about Fidelity Series Bond Index Fund (FIFZX) and Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX).
FIFZX is managed by Fidelity. It was launched on Apr 26, 2019. VUSFX is managed by Vanguard. It was launched on Feb 24, 2015.
Performance
FIFZX vs. VUSFX - Performance Comparison
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FIFZX vs. VUSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIFZX Fidelity Series Bond Index Fund | -0.24% | 7.15% | 1.41% | 5.54% | -13.46% | -1.96% | 7.65% | 5.12% |
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.66% | 5.11% | 6.11% | 5.53% | -0.38% | 0.08% | 2.10% | 2.12% |
Returns By Period
In the year-to-date period, FIFZX achieves a -0.24% return, which is significantly lower than VUSFX's 0.66% return.
FIFZX
- 1D
- 0.22%
- 1M
- -1.63%
- YTD
- -0.24%
- 6M
- 0.53%
- 1Y
- 3.78%
- 3Y*
- 3.53%
- 5Y*
- 0.07%
- 10Y*
- —
VUSFX
- 1D
- 0.05%
- 1M
- -0.05%
- YTD
- 0.66%
- 6M
- 1.71%
- 1Y
- 4.41%
- 3Y*
- 5.36%
- 5Y*
- 3.37%
- 10Y*
- 2.67%
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FIFZX vs. VUSFX - Expense Ratio Comparison
FIFZX has a 0.00% expense ratio, which is lower than VUSFX's 0.10% 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. VUSFX — Risk / Return Rank
FIFZX
VUSFX
FIFZX vs. VUSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Bond Index Fund (FIFZX) and Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX). 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 | VUSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 6.66 | -5.73 |
Sortino ratioReturn per unit of downside risk | 1.34 | 11.92 | -10.58 |
Omega ratioGain probability vs. loss probability | 1.16 | 3.66 | -2.50 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 12.88 | -11.25 |
Martin ratioReturn relative to average drawdown | 4.68 | 74.29 | -69.61 |
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 | VUSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 6.66 | -5.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 4.21 | -4.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 3.93 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 3.94 | -3.70 |
Correlation
The correlation between FIFZX and VUSFX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FIFZX vs. VUSFX - Dividend Comparison
FIFZX's dividend yield for the trailing twelve months is around 3.61%, less than VUSFX's 4.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIFZX Fidelity Series Bond Index Fund | 3.61% | 3.87% | 3.66% | 3.09% | 1.74% | 1.42% | 3.20% | 1.64% | 0.00% | 0.00% | 0.00% |
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 4.22% | 4.73% | 5.52% | 4.15% | 1.38% | 0.53% | 1.62% | 2.68% | 2.23% | 1.52% | 1.07% |
Drawdowns
FIFZX vs. VUSFX - Drawdown Comparison
The maximum FIFZX drawdown since its inception was -19.27%, which is greater than VUSFX's maximum drawdown of -1.71%. Use the drawdown chart below to compare losses from any high point for FIFZX and VUSFX.
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Drawdown Indicators
| FIFZX | VUSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.27% | -1.71% | -17.56% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -0.35% | -2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -1.71% | -16.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -1.71% | — |
Current DrawdownCurrent decline from peak | -3.43% | -0.05% | -3.38% |
Average DrawdownAverage peak-to-trough decline | -6.79% | -0.15% | -6.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.06% | +0.92% |
Volatility
FIFZX vs. VUSFX - Volatility Comparison
Fidelity Series Bond Index Fund (FIFZX) has a higher volatility of 1.56% compared to Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) at 0.28%. This indicates that FIFZX's price experiences larger fluctuations and is considered to be riskier than VUSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIFZX | VUSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.56% | 0.28% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 0.43% | +2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.38% | 0.67% | +3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.05% | 0.81% | +5.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.66% | 0.68% | +4.98% |