FSHBX vs. BSV
Compare and contrast key facts about Fidelity Short-Term Bond Fund (FSHBX) and Vanguard Short-Term Bond ETF (BSV).
FSHBX is managed by Fidelity. It was launched on Sep 15, 1986. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHBX or BSV.
Correlation
The correlation between FSHBX and BSV is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSHBX vs. BSV - Performance Comparison
Key characteristics
FSHBX:
2.27
BSV:
1.37
FSHBX:
3.81
BSV:
2.01
FSHBX:
1.57
BSV:
1.25
FSHBX:
4.85
BSV:
1.17
FSHBX:
12.31
BSV:
4.83
FSHBX:
0.37%
BSV:
0.69%
FSHBX:
1.99%
BSV:
2.41%
FSHBX:
-6.54%
BSV:
-8.54%
FSHBX:
-0.48%
BSV:
-1.48%
Returns By Period
In the year-to-date period, FSHBX achieves a 4.56% return, which is significantly higher than BSV's 3.13% return. Over the past 10 years, FSHBX has outperformed BSV with an annualized return of 1.66%, while BSV has yielded a comparatively lower 1.57% annualized return.
FSHBX
4.56%
0.34%
2.69%
4.68%
1.60%
1.66%
BSV
3.13%
-0.09%
2.11%
3.31%
1.19%
1.57%
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FSHBX vs. BSV - Expense Ratio Comparison
FSHBX has a 0.45% expense ratio, which is higher than BSV's 0.04% expense ratio.
Risk-Adjusted Performance
FSHBX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Short-Term Bond Fund (FSHBX) and Vanguard Short-Term Bond ETF (BSV). 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
FSHBX vs. BSV - Dividend Comparison
FSHBX's dividend yield for the trailing twelve months is around 3.96%, more than BSV's 3.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHBX Fidelity Short-Term Bond Fund | 3.96% | 3.00% | 1.15% | 0.94% | 2.06% | 2.13% | 1.77% | 1.28% | 1.00% | 1.02% | 0.92% | 0.82% |
BSV Vanguard Short-Term Bond ETF | 3.08% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% | 1.48% |
Drawdowns
FSHBX vs. BSV - Drawdown Comparison
The maximum FSHBX drawdown since its inception was -6.54%, smaller than the maximum BSV drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for FSHBX and BSV. For additional features, visit the drawdowns tool.
Volatility
FSHBX vs. BSV - Volatility Comparison
The current volatility for Fidelity Short-Term Bond Fund (FSHBX) is 0.46%, while Vanguard Short-Term Bond ETF (BSV) has a volatility of 0.55%. This indicates that FSHBX experiences smaller price fluctuations and is considered to be less risky than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.