FSHBX vs. VBIRX
Compare and contrast key facts about Fidelity Short-Term Bond Fund (FSHBX) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX).
FSHBX is managed by Fidelity. It was launched on Sep 15, 1986. VBIRX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHBX or VBIRX.
Correlation
The correlation between FSHBX and VBIRX is -0.14. 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.
Performance
FSHBX vs. VBIRX - Performance Comparison
Key characteristics
FSHBX:
3.07
VBIRX:
2.80
FSHBX:
5.38
VBIRX:
4.77
FSHBX:
1.83
VBIRX:
1.62
FSHBX:
6.66
VBIRX:
2.24
FSHBX:
19.66
VBIRX:
11.08
FSHBX:
0.32%
VBIRX:
0.66%
FSHBX:
2.05%
VBIRX:
2.63%
FSHBX:
-6.54%
VBIRX:
-8.91%
FSHBX:
0.00%
VBIRX:
0.00%
Returns By Period
In the year-to-date period, FSHBX achieves a 1.88% return, which is significantly lower than VBIRX's 2.52% return. Both investments have delivered pretty close results over the past 10 years, with FSHBX having a 1.81% annualized return and VBIRX not far behind at 1.72%.
FSHBX
1.88%
0.60%
2.72%
6.60%
1.76%
1.81%
VBIRX
2.52%
0.59%
3.04%
7.13%
1.09%
1.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSHBX vs. VBIRX - Expense Ratio Comparison
FSHBX has a 0.45% expense ratio, which is higher than VBIRX's 0.07% expense ratio.
Risk-Adjusted Performance
FSHBX vs. VBIRX — Risk-Adjusted Performance Rank
FSHBX
VBIRX
FSHBX vs. VBIRX - 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 Index Fund Admiral Shares (VBIRX). 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. VBIRX - Dividend Comparison
FSHBX's dividend yield for the trailing twelve months is around 4.09%, more than VBIRX's 3.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHBX Fidelity Short-Term Bond Fund | 4.09% | 4.01% | 3.00% | 1.15% | 0.94% | 2.06% | 2.13% | 1.78% | 1.28% | 1.00% | 1.02% | 0.92% |
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.47% | 3.36% | 2.41% | 1.44% | 1.17% | 1.78% | 2.23% | 2.04% | 1.53% | 1.48% | 1.32% | 1.20% |
Drawdowns
FSHBX vs. VBIRX - Drawdown Comparison
The maximum FSHBX drawdown since its inception was -6.54%, smaller than the maximum VBIRX drawdown of -8.91%. Use the drawdown chart below to compare losses from any high point for FSHBX and VBIRX. For additional features, visit the drawdowns tool.
Volatility
FSHBX vs. VBIRX - Volatility Comparison
The current volatility for Fidelity Short-Term Bond Fund (FSHBX) is 0.79%, while Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) has a volatility of 0.94%. This indicates that FSHBX experiences smaller price fluctuations and is considered to be less risky than VBIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.