FSTAX vs. VBTIX
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class A (FSTAX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX).
FSTAX is managed by Fidelity. It was launched on Sep 3, 1996. VBTIX is managed by Vanguard. It was launched on Sep 18, 1995.
Performance
FSTAX vs. VBTIX - Performance Comparison
Loading graphics...
FSTAX vs. VBTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSTAX Fidelity Advisor Strategic Income Fund Class A | -0.88% | 8.68% | 4.93% | 8.82% | -11.98% | 3.22% | 7.21% | 10.74% | -2.94% | 7.63% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | -0.49% | 7.18% | 1.27% | 5.75% | -13.15% | -1.95% | 7.75% | 8.74% | -0.24% | 3.56% |
Returns By Period
In the year-to-date period, FSTAX achieves a -0.88% return, which is significantly lower than VBTIX's -0.49% return. Over the past 10 years, FSTAX has outperformed VBTIX with an annualized return of 3.84%, while VBTIX has yielded a comparatively lower 1.59% annualized return.
FSTAX
- 1D
- 0.00%
- 1M
- -2.65%
- YTD
- -0.88%
- 6M
- 0.34%
- 1Y
- 6.86%
- 3Y*
- 6.09%
- 5Y*
- 2.33%
- 10Y*
- 3.84%
VBTIX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.49%
- 6M
- 0.50%
- 1Y
- 3.78%
- 3Y*
- 3.45%
- 5Y*
- 0.25%
- 10Y*
- 1.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSTAX vs. VBTIX - Expense Ratio Comparison
FSTAX has a 0.97% expense ratio, which is higher than VBTIX's 0.04% expense ratio.
Return for Risk
FSTAX vs. VBTIX — Risk / Return Rank
FSTAX
VBTIX
FSTAX vs. VBTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class A (FSTAX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX). 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.
| FSTAX | VBTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.03 | 1.00 | +1.03 |
Sortino ratioReturn per unit of downside risk | 2.82 | 1.45 | +1.37 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.18 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.71 | 1.79 | +0.92 |
Martin ratioReturn relative to average drawdown | 10.69 | 5.10 | +5.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSTAX | VBTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 1.00 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.04 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.32 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.94 | -0.46 |
Correlation
The correlation between FSTAX and VBTIX is 0.50, 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.
Dividends
FSTAX vs. VBTIX - Dividend Comparison
FSTAX's dividend yield for the trailing twelve months is around 3.80%, more than VBTIX's 3.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTAX Fidelity Advisor Strategic Income Fund Class A | 3.80% | 4.05% | 3.21% | 3.70% | 2.70% | 4.01% | 4.32% | 4.06% | 3.50% | 3.70% | 3.49% | 2.89% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.63% | 3.88% | 3.69% | 3.12% | 2.61% | 1.81% | 2.41% | 2.75% | 2.58% | 2.56% | 2.54% | 2.84% |
Drawdowns
FSTAX vs. VBTIX - Drawdown Comparison
The maximum FSTAX drawdown since its inception was -23.29%, which is greater than VBTIX's maximum drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for FSTAX and VBTIX.
Loading graphics...
Drawdown Indicators
| FSTAX | VBTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.29% | -18.90% | -4.39% |
Max Drawdown (1Y)Largest decline over 1 year | -2.65% | -2.73% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -16.18% | -18.13% | +1.95% |
Max Drawdown (10Y)Largest decline over 10 years | -16.18% | -18.90% | +2.72% |
Current DrawdownCurrent decline from peak | -2.65% | -3.14% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -2.32% | -2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.67% | 0.96% | -0.29% |
Volatility
FSTAX vs. VBTIX - Volatility Comparison
Fidelity Advisor Strategic Income Fund Class A (FSTAX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) have volatilities of 1.53% and 1.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSTAX | VBTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 1.55% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.38% | 2.58% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.57% | 4.36% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.42% | 5.99% | -1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.40% | 4.97% | -0.57% |