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FSEC vs. VTG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FSEC vs. VTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Investment Grade Securitized ETF (FSEC) and Vanguard Total Treasury ETF (VTG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FSEC achieves a 0.97% return, which is significantly higher than VTG's 0.06% return.


FSEC

1D
0.00%
1M
0.20%
YTD
0.97%
6M
1.42%
1Y
7.15%
3Y*
4.89%
5Y*
0.57%
10Y*

VTG

1D
0.01%
1M
0.02%
YTD
0.06%
6M
-0.02%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSEC vs. VTG - Yearly Performance Comparison


Correlation

The correlation between FSEC and VTG is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 10, 2025

0.79

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Return for Risk

FSEC vs. VTG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSEC
FSEC Risk / Return Rank: 4343
Overall Rank
FSEC Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
FSEC Sortino Ratio Rank: 4040
Sortino Ratio Rank
FSEC Omega Ratio Rank: 3939
Omega Ratio Rank
FSEC Calmar Ratio Rank: 5252
Calmar Ratio Rank
FSEC Martin Ratio Rank: 4545
Martin Ratio Rank

VTG
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSEC vs. VTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Investment Grade Securitized ETF (FSEC) and Vanguard Total Treasury ETF (VTG). 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.


FSECVTGDifference

Sharpe ratio

Return per unit of total volatility

1.35

Sortino ratio

Return per unit of downside risk

2.04

Omega ratio

Gain probability vs. loss probability

1.26

Calmar ratio

Return relative to maximum drawdown

2.63

Martin ratio

Return relative to average drawdown

7.56

FSEC vs. VTG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FSECVTGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.07

0.94

-0.87

Drawdowns

FSEC vs. VTG - Drawdown Comparison

The maximum FSEC drawdown since its inception was -17.97%, which is greater than VTG's maximum drawdown of -2.89%. Use the drawdown chart below to compare losses from any high point for FSEC and VTG.


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Drawdown Indicators


FSECVTGDifference

Max Drawdown

Largest peak-to-trough decline

-17.97%

-2.89%

-15.08%

Max Drawdown (1Y)

Largest decline over 1 year

-2.52%

Max Drawdown (3Y)

Largest decline over 3 years

-7.32%

Max Drawdown (5Y)

Largest decline over 5 years

-17.97%

Current Drawdown

Current decline from peak

-1.09%

-1.73%

+0.64%

Average Drawdown

Average peak-to-trough decline

-6.64%

-0.73%

-5.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.88%

Volatility

FSEC vs. VTG - Volatility Comparison


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Volatility by Period


FSECVTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.51%

Volatility (6M)

Calculated over the trailing 6-month period

3.11%

Volatility (1Y)

Calculated over the trailing 1-year period

5.35%

3.52%

+1.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.76%

3.52%

+3.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.61%

3.52%

+3.09%

FSEC vs. VTG - Expense Ratio Comparison

FSEC has a 0.36% expense ratio, which is higher than VTG's 0.03% expense ratio.


Dividends

FSEC vs. VTG - Dividend Comparison

FSEC's dividend yield for the trailing twelve months is around 4.44%, more than VTG's 3.20% yield.


PositionTTM20252024202320222021
FSEC
Fidelity Investment Grade Securitized ETF
4.44%4.22%3.22%3.41%2.21%0.96%
VTG
Vanguard Total Treasury ETF
3.20%1.65%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FSEC and VTG have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VTG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VTG is cheaper with a 0.03% expense ratio, compared with 0.36% for FSEC.

FSEC has the higher dividend yield at 4.44%, compared with 3.20% for VTG.

They also come from different issuers: Fidelity and Vanguard. Their fees differ too: 0.36% for FSEC and 0.03% for VTG.

Portfolio Optimizer

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