FSAJX vs. VTI
Compare and contrast key facts about Fidelity SAI Tax-Free Bond Fund (FSAJX) and Vanguard Total Stock Market ETF (VTI).
FSAJX is managed by Fidelity. It was launched on Oct 2, 2018. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSAJX or VTI.
Correlation
The correlation between FSAJX and VTI is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FSAJX vs. VTI - Performance Comparison
Key characteristics
FSAJX:
0.81
VTI:
1.78
FSAJX:
1.11
VTI:
2.41
FSAJX:
1.17
VTI:
1.33
FSAJX:
0.62
VTI:
2.68
FSAJX:
2.46
VTI:
10.67
FSAJX:
1.17%
VTI:
2.15%
FSAJX:
3.56%
VTI:
12.90%
FSAJX:
-14.69%
VTI:
-55.45%
FSAJX:
-1.25%
VTI:
-0.54%
Returns By Period
In the year-to-date period, FSAJX achieves a 0.56% return, which is significantly lower than VTI's 4.03% return.
FSAJX
0.56%
0.86%
0.54%
2.78%
0.72%
N/A
VTI
4.03%
0.79%
10.68%
23.73%
13.92%
12.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSAJX vs. VTI - Expense Ratio Comparison
FSAJX has a 0.25% expense ratio, which is higher than VTI'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
FSAJX vs. VTI — Risk-Adjusted Performance Rank
FSAJX
VTI
FSAJX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Tax-Free Bond Fund (FSAJX) and Vanguard Total Stock Market ETF (VTI). 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
FSAJX vs. VTI - Dividend Comparison
FSAJX's dividend yield for the trailing twelve months is around 3.04%, more than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAJX Fidelity SAI Tax-Free Bond Fund | 3.04% | 3.05% | 2.76% | 2.29% | 1.80% | 1.99% | 2.37% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
FSAJX vs. VTI - Drawdown Comparison
The maximum FSAJX drawdown since its inception was -14.69%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FSAJX and VTI. For additional features, visit the drawdowns tool.
Volatility
FSAJX vs. VTI - Volatility Comparison
The current volatility for Fidelity SAI Tax-Free Bond Fund (FSAJX) is 1.12%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 2.95%. This indicates that FSAJX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.