VBTLX vs. FNSOX

In the year-to-date period, VBTLX achieves a 3.18% return, which is significantly higher than FNSOX's 2.42% return.

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VBTLX has a 0.05% expense ratio, which is higher than FNSOX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and Fidelity Short-Term Bond Index Fund (FNSOX). 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.

The current VBTLX Sharpe Ratio is 1.18, which is lower than the FNSOX Sharpe Ratio of 2.54. The chart below compares the historical Sharpe Ratios of VBTLX and FNSOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBTLX's dividend yield for the trailing twelve months is around 3.35%, more than FNSOX's 2.94% yield.

The maximum VBTLX drawdown since its inception was -18.68%, which is greater than FNSOX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for VBTLX and FNSOX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) is NaN%, while Fidelity Short-Term Bond Index Fund (FNSOX) has a volatility of NaN%. This indicates that VBTLX experiences smaller price fluctuations and is considered to be less risky than FNSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.