FSTGX vs. BSV
Compare and contrast key facts about Fidelity Intermediate Government Income Fund (FSTGX) and Vanguard Short-Term Bond ETF (BSV).
FSTGX is managed by Fidelity. It was launched on May 2, 1988. 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: FSTGX or BSV.
Correlation
The correlation between FSTGX and BSV is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FSTGX vs. BSV - Performance Comparison
Key characteristics
FSTGX:
0.55
BSV:
1.65
FSTGX:
0.81
BSV:
2.42
FSTGX:
1.10
BSV:
1.30
FSTGX:
0.19
BSV:
1.39
FSTGX:
1.57
BSV:
5.92
FSTGX:
1.28%
BSV:
0.67%
FSTGX:
3.64%
BSV:
2.40%
FSTGX:
-14.47%
BSV:
-8.54%
FSTGX:
-7.36%
BSV:
-1.24%
Returns By Period
In the year-to-date period, FSTGX achieves a 1.92% return, which is significantly lower than BSV's 3.38% return. Over the past 10 years, FSTGX has underperformed BSV with an annualized return of 0.61%, while BSV has yielded a comparatively higher 1.60% annualized return.
FSTGX
1.92%
-0.41%
1.08%
2.30%
-0.27%
0.61%
BSV
3.38%
0.08%
2.36%
3.93%
1.25%
1.60%
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FSTGX vs. BSV - Expense Ratio Comparison
FSTGX has a 0.45% expense ratio, which is higher than BSV's 0.04% expense ratio.
Risk-Adjusted Performance
FSTGX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Government Income Fund (FSTGX) 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
FSTGX vs. BSV - Dividend Comparison
FSTGX's dividend yield for the trailing twelve months is around 2.80%, less than BSV's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTGX Fidelity Intermediate Government Income Fund | 2.80% | 2.11% | 1.43% | 0.85% | 1.19% | 1.85% | 1.84% | 1.47% | 1.22% | 1.76% | 1.25% | 1.65% |
BSV Vanguard Short-Term Bond ETF | 3.33% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% | 1.48% |
Drawdowns
FSTGX vs. BSV - Drawdown Comparison
The maximum FSTGX drawdown since its inception was -14.47%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for FSTGX and BSV. For additional features, visit the drawdowns tool.
Volatility
FSTGX vs. BSV - Volatility Comparison
Fidelity Intermediate Government Income Fund (FSTGX) has a higher volatility of 1.02% compared to Vanguard Short-Term Bond ETF (BSV) at 0.56%. This indicates that FSTGX's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.