FIPDX vs. SWRSX
Compare and contrast key facts about Fidelity Inflation-Protected Bond Index Fund (FIPDX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX).
FIPDX is managed by Fidelity. It was launched on May 16, 2012. SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIPDX or SWRSX.
Correlation
The correlation between FIPDX and SWRSX is 0.93, 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.
Performance
FIPDX vs. SWRSX - Performance Comparison
Key characteristics
FIPDX:
0.69
SWRSX:
0.79
FIPDX:
0.98
SWRSX:
1.11
FIPDX:
1.12
SWRSX:
1.14
FIPDX:
0.28
SWRSX:
0.31
FIPDX:
1.93
SWRSX:
2.36
FIPDX:
1.57%
SWRSX:
1.51%
FIPDX:
4.39%
SWRSX:
4.53%
FIPDX:
-14.29%
SWRSX:
-15.14%
FIPDX:
-6.86%
SWRSX:
-7.25%
Returns By Period
In the year-to-date period, FIPDX achieves a 0.56% return, which is significantly lower than SWRSX's 0.60% return. Over the past 10 years, FIPDX has underperformed SWRSX with an annualized return of 1.27%, while SWRSX has yielded a comparatively higher 2.35% annualized return.
FIPDX
0.56%
0.68%
0.89%
2.92%
1.53%
1.27%
SWRSX
0.60%
0.70%
0.87%
3.46%
1.62%
2.35%
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FIPDX vs. SWRSX - Expense Ratio Comparison
Both FIPDX and SWRSX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIPDX vs. SWRSX — Risk-Adjusted Performance Rank
FIPDX
SWRSX
FIPDX vs. SWRSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Inflation-Protected Bond Index Fund (FIPDX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX). 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
FIPDX vs. SWRSX - Dividend Comparison
FIPDX's dividend yield for the trailing twelve months is around 3.72%, less than SWRSX's 4.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIPDX Fidelity Inflation-Protected Bond Index Fund | 3.72% | 3.75% | 3.62% | 8.87% | 4.76% | 0.24% | 0.41% | 0.39% | 0.09% | 0.08% | 0.11% | 1.10% |
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 4.25% | 4.27% | 3.11% | 7.07% | 4.33% | 1.25% | 2.20% | 3.20% | 3.99% | 3.61% | 0.77% | 3.77% |
Drawdowns
FIPDX vs. SWRSX - Drawdown Comparison
The maximum FIPDX drawdown since its inception was -14.29%, smaller than the maximum SWRSX drawdown of -15.14%. Use the drawdown chart below to compare losses from any high point for FIPDX and SWRSX. For additional features, visit the drawdowns tool.
Volatility
FIPDX vs. SWRSX - Volatility Comparison
Fidelity Inflation-Protected Bond Index Fund (FIPDX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) have volatilities of 1.32% and 1.30%, 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.