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FSRRX vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FSRRX vs. VTI

Last updated May 12, 2025

Compare and contrast key facts about Fidelity Strategic Real Return Fund (FSRRX) and Vanguard Total Stock Market ETF (VTI).

FSRRX is managed by Fidelity. It was launched on Sep 7, 2005. 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: FSRRX or VTI.

Correlation

The correlation between FSRRX and VTI is -0.74. 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

FSRRX vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Strategic Real Return Fund (FSRRX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FSRRX:

2.80%

VTI:

11.00%

Max Drawdown

FSRRX:

0.00%

VTI:

-0.81%

Current Drawdown

FSRRX:

0.00%

VTI:

-0.11%

Returns By Period

FSRRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VTI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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FSRRX vs. VTI - Expense Ratio Comparison

FSRRX has a 0.70% expense ratio, which is higher than VTI's 0.03% expense ratio.

FSRRX
Fidelity Strategic Real Return Fund
VTI
Vanguard Total Stock Market ETF

Risk-Adjusted Performance

FSRRX vs. VTI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FSRRX
The Risk-Adjusted Performance Rank of FSRRX is 7575
Overall Rank
The Sharpe Ratio Rank of FSRRX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of FSRRX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of FSRRX is 7272
Omega Ratio Rank
The Calmar Ratio Rank of FSRRX is 8282
Calmar Ratio Rank
The Martin Ratio Rank of FSRRX is 8181
Martin Ratio Rank
VTI
The Risk-Adjusted Performance Rank of VTI is 6060
Overall Rank
The Sharpe Ratio Rank of VTI is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 5858
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 6363
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSRRX vs. VTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Real Return Fund (FSRRX) 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.

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Dividends

FSRRX vs. VTI - Dividend Comparison

FSRRX's dividend yield for the trailing twelve months is around 4.75%, more than VTI's 1.35% yield.

TTM20242023202220212020201920182017201620152014
FSRRX
Fidelity Strategic Real Return Fund		4.75%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTI
Vanguard Total Stock Market ETF		1.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FSRRX vs. VTI - Drawdown Comparison

The maximum FSRRX drawdown since its inception was 0.00%, smaller than the maximum VTI drawdown of -0.81%. Use the drawdown chart below to compare losses from any high point for FSRRX and VTI. For additional features, visit the drawdowns tool.

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Volatility

FSRRX vs. VTI - Volatility Comparison

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