Correlation
The correlation between VBTLX and FNSOX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
VBTLX vs. FNSOX
Compare and contrast key facts about Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and Fidelity Short-Term Bond Index Fund (FNSOX).
VBTLX is managed by Vanguard. It was launched on Nov 12, 2001. FNSOX is managed by Fidelity. It was launched on Oct 18, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBTLX or FNSOX.
Performance
VBTLX vs. FNSOX - Performance Comparison
Loading data...
Key characteristics
VBTLX:
1.12
FNSOX:
2.56
VBTLX:
1.43
FNSOX:
3.80
VBTLX:
1.17
FNSOX:
1.51
VBTLX:
0.42
FNSOX:
3.88
VBTLX:
2.42
FNSOX:
9.10
VBTLX:
2.13%
FNSOX:
0.66%
VBTLX:
5.37%
FNSOX:
2.48%
VBTLX:
-18.68%
FNSOX:
-8.44%
VBTLX:
-7.19%
FNSOX:
-0.50%
Returns By Period
In the year-to-date period, VBTLX achieves a 1.93% return, which is significantly lower than FNSOX's 2.42% return.
VBTLX
1.93%
-1.24%
0.15%
5.49%
1.25%
-1.00%
1.48%
FNSOX
2.42%
-0.50%
2.51%
6.37%
3.10%
1.04%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VBTLX vs. FNSOX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VBTLX vs. FNSOX — Risk-Adjusted Performance Rank
VBTLX
FNSOX
VBTLX vs. FNSOX - Risk-Adjusted Performance Comparison
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.
Loading data...
Dividends
VBTLX vs. FNSOX - Dividend Comparison
VBTLX's dividend yield for the trailing twelve months is around 3.78%, more than FNSOX's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.78% | 3.69% | 3.11% | 2.59% | 2.12% | 2.39% | 2.74% | 2.81% | 2.56% | 2.54% | 2.58% | 2.82% |
FNSOX Fidelity Short-Term Bond Index Fund | 3.00% | 2.81% | 1.75% | 1.17% | 0.94% | 1.92% | 2.61% | 2.03% | 0.34% | 0.00% | 0.00% | 0.00% |
Drawdowns
VBTLX vs. FNSOX - Drawdown Comparison
The maximum VBTLX drawdown since its inception was -18.68%, which is greater than FNSOX's maximum drawdown of -8.44%. Use the drawdown chart below to compare losses from any high point for VBTLX and FNSOX.
Loading data...
Volatility
VBTLX vs. FNSOX - Volatility Comparison
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a higher volatility of 1.42% compared to Fidelity Short-Term Bond Index Fund (FNSOX) at 0.72%. This indicates that VBTLX's price experiences larger fluctuations and is considered to be riskier than FNSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...