FNSOX vs. VBIUX
Compare and contrast key facts about Fidelity Short-Term Bond Index Fund (FNSOX) and Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX).
FNSOX is managed by Fidelity. It was launched on Oct 18, 2017. VBIUX is managed by Vanguard. It was launched on Nov 30, 2011.
Performance
FNSOX vs. VBIUX - Performance Comparison
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FNSOX vs. VBIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNSOX Fidelity Short-Term Bond Index Fund | -0.12% | 6.01% | 3.90% | 4.90% | -5.76% | -1.25% | 4.28% | 4.95% | 1.14% | -0.22% |
VBIUX Vanguard Intermediate-Term Bond Index Fund Institutional Plus | -0.65% | 8.60% | 1.56% | 5.53% | -13.24% | -2.64% | 9.83% | 10.23% | -0.13% | -0.07% |
Returns By Period
In the year-to-date period, FNSOX achieves a -0.12% return, which is significantly higher than VBIUX's -0.65% return.
FNSOX
- 1D
- 0.10%
- 1M
- -0.79%
- YTD
- -0.12%
- 6M
- 0.91%
- 1Y
- 3.80%
- 3Y*
- 4.25%
- 5Y*
- 1.58%
- 10Y*
- —
VBIUX
- 1D
- 0.19%
- 1M
- -1.88%
- YTD
- -0.65%
- 6M
- 0.20%
- 1Y
- 4.35%
- 3Y*
- 3.73%
- 5Y*
- 0.39%
- 10Y*
- 1.95%
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FNSOX vs. VBIUX - Expense Ratio Comparison
FNSOX has a 0.03% expense ratio, which is lower than VBIUX's 0.04% 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
FNSOX vs. VBIUX — Risk / Return Rank
FNSOX
VBIUX
FNSOX vs. VBIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Short-Term Bond Index Fund (FNSOX) and Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX). 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.
| FNSOX | VBIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 1.00 | +0.74 |
Sortino ratioReturn per unit of downside risk | 2.68 | 1.46 | +1.23 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.18 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.79 | 1.61 | +1.18 |
Martin ratioReturn relative to average drawdown | 10.34 | 5.33 | +5.00 |
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
| FNSOX | VBIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.00 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.06 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.36 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.47 | +0.37 |
Correlation
The correlation between FNSOX and VBIUX is 0.85, 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
FNSOX vs. VBIUX - Dividend Comparison
FNSOX's dividend yield for the trailing twelve months is around 3.14%, less than VBIUX's 3.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNSOX Fidelity Short-Term Bond Index Fund | 3.14% | 3.22% | 2.80% | 1.74% | 0.81% | 0.80% | 1.54% | 2.61% | 2.04% | 0.34% | 0.00% | 0.00% |
VBIUX Vanguard Intermediate-Term Bond Index Fund Institutional Plus | 3.80% | 4.04% | 3.82% | 2.59% | 2.42% | 3.08% | 2.95% | 2.76% | 2.89% | 2.77% | 3.09% | 3.14% |
Drawdowns
FNSOX vs. VBIUX - Drawdown Comparison
The maximum FNSOX drawdown since its inception was -8.92%, smaller than the maximum VBIUX drawdown of -19.18%. Use the drawdown chart below to compare losses from any high point for FNSOX and VBIUX.
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Drawdown Indicators
| FNSOX | VBIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.92% | -19.18% | +10.26% |
Max Drawdown (1Y)Largest decline over 1 year | -1.47% | -3.18% | +1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -8.77% | -18.83% | +10.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.18% | — |
Current DrawdownCurrent decline from peak | -1.08% | -2.43% | +1.35% |
Average DrawdownAverage peak-to-trough decline | -1.75% | -4.11% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 0.96% | -0.56% |
Volatility
FNSOX vs. VBIUX - Volatility Comparison
The current volatility for Fidelity Short-Term Bond Index Fund (FNSOX) is 0.75%, while Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX) has a volatility of 1.65%. This indicates that FNSOX experiences smaller price fluctuations and is considered to be less risky than VBIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNSOX | VBIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.75% | 1.65% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 1.37% | 2.77% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.21% | 4.60% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.86% | 6.36% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.48% | 5.37% | -2.89% |