FSIGX vs. JPST
Compare and contrast key facts about Fidelity Series Investment Grade Bond Fund (FSIGX) and JPMorgan Ultra-Short Income ETF (JPST).
FSIGX is managed by Fidelity. JPST is an actively managed fund by JPMorgan. It was launched on May 17, 2017.
Performance
FSIGX vs. JPST - Performance Comparison
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FSIGX vs. JPST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSIGX Fidelity Series Investment Grade Bond Fund | -0.32% | 7.65% | 1.79% | 6.82% | -13.30% | -0.67% | 9.71% | 9.75% | -0.15% | 1.90% |
JPST JPMorgan Ultra-Short Income ETF | 0.71% | 4.99% | 5.58% | 5.13% | 1.14% | 0.11% | 2.18% | 3.34% | 2.23% | 1.00% |
Returns By Period
In the year-to-date period, FSIGX achieves a -0.32% return, which is significantly lower than JPST's 0.71% return.
FSIGX
- 1D
- 0.50%
- 1M
- -2.32%
- YTD
- -0.32%
- 6M
- 0.65%
- 1Y
- 4.18%
- 3Y*
- 4.11%
- 5Y*
- 0.73%
- 10Y*
- 2.47%
JPST
- 1D
- 0.08%
- 1M
- 0.03%
- YTD
- 0.71%
- 6M
- 1.89%
- 1Y
- 4.41%
- 3Y*
- 5.12%
- 5Y*
- 3.50%
- 10Y*
- —
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FSIGX vs. JPST - Expense Ratio Comparison
Return for Risk
FSIGX vs. JPST — Risk / Return Rank
FSIGX
JPST
FSIGX vs. JPST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Investment Grade Bond Fund (FSIGX) and JPMorgan Ultra-Short Income ETF (JPST). 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.
| FSIGX | JPST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 7.27 | -6.21 |
Sortino ratioReturn per unit of downside risk | 1.53 | 13.92 | -12.39 |
Omega ratioGain probability vs. loss probability | 1.19 | 3.41 | -2.23 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 14.93 | -13.04 |
Martin ratioReturn relative to average drawdown | 5.44 | 94.51 | -89.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSIGX | JPST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 7.27 | -6.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 6.16 | -6.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 3.16 | -2.30 |
Correlation
The correlation between FSIGX and JPST is 0.38, 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.
Dividends
FSIGX vs. JPST - Dividend Comparison
FSIGX's dividend yield for the trailing twelve months is around 3.91%, less than JPST's 4.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIGX Fidelity Series Investment Grade Bond Fund | 3.91% | 4.24% | 4.01% | 4.00% | 2.37% | 1.88% | 6.32% | 3.09% | 3.20% | 2.86% | 4.32% | 3.07% |
JPST JPMorgan Ultra-Short Income ETF | 4.36% | 4.43% | 5.16% | 4.79% | 1.83% | 0.73% | 1.43% | 2.69% | 2.07% | 0.96% | 0.00% | 0.00% |
Drawdowns
FSIGX vs. JPST - Drawdown Comparison
The maximum FSIGX drawdown since its inception was -18.22%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for FSIGX and JPST.
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Drawdown Indicators
| FSIGX | JPST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.22% | -3.28% | -14.94% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -0.30% | -2.56% |
Max Drawdown (5Y)Largest decline over 5 years | -18.22% | -0.79% | -17.43% |
Max Drawdown (10Y)Largest decline over 10 years | -18.22% | — | — |
Current DrawdownCurrent decline from peak | -2.32% | 0.00% | -2.32% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -0.08% | -2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.05% | +0.94% |
Volatility
FSIGX vs. JPST - Volatility Comparison
Fidelity Series Investment Grade Bond Fund (FSIGX) has a higher volatility of 1.53% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.22%. This indicates that FSIGX's price experiences larger fluctuations and is considered to be riskier than JPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSIGX | JPST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 0.22% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 0.35% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.53% | 0.61% | +3.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.04% | 0.57% | +5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.01% | 0.94% | +4.07% |