FSTZX vs. BKIPX
Compare and contrast key facts about Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX).
FSTZX is managed by Fidelity. It was launched on Jan 17, 2022. BKIPX is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index. It was launched on Feb 16, 2016.
Performance
FSTZX vs. BKIPX - Performance Comparison
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FSTZX vs. BKIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FSTZX Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 1.02% | 5.99% | 4.87% | 4.67% | -2.83% | 1.32% |
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 0.73% | 6.08% | 4.77% | 3.37% | -4.18% | 1.69% |
Returns By Period
In the year-to-date period, FSTZX achieves a 1.02% return, which is significantly higher than BKIPX's 0.73% return.
FSTZX
- 1D
- 0.30%
- 1M
- -0.00%
- YTD
- 1.02%
- 6M
- 1.30%
- 1Y
- 3.95%
- 3Y*
- 4.75%
- 5Y*
- —
- 10Y*
- —
BKIPX
- 1D
- 0.20%
- 1M
- -0.20%
- YTD
- 0.73%
- 6M
- 1.06%
- 1Y
- 3.68%
- 3Y*
- 4.22%
- 5Y*
- 2.90%
- 10Y*
- —
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FSTZX vs. BKIPX - Expense Ratio Comparison
FSTZX has a 0.00% expense ratio, which is lower than BKIPX's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FSTZX vs. BKIPX — Risk / Return Rank
FSTZX
BKIPX
FSTZX vs. BKIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX). 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.
| FSTZX | BKIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.84 | +0.21 |
Sortino ratioReturn per unit of downside risk | 3.11 | 3.16 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.44 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 4.22 | 4.28 | -0.06 |
Martin ratioReturn relative to average drawdown | 14.91 | 12.41 | +2.50 |
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
| FSTZX | BKIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.84 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.95 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 1.11 | +0.03 |
Correlation
The correlation between FSTZX and BKIPX is 0.83, 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.
Dividends
FSTZX vs. BKIPX - Dividend Comparison
FSTZX's dividend yield for the trailing twelve months is around 3.98%, more than BKIPX's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSTZX Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 3.98% | 4.02% | 2.78% | 2.54% | 5.25% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% |
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 3.60% | 4.68% | 4.33% | 2.77% | 4.80% | 4.41% | 1.17% | 2.54% | 2.56% | 1.90% |
Drawdowns
FSTZX vs. BKIPX - Drawdown Comparison
The maximum FSTZX drawdown since its inception was -5.30%, smaller than the maximum BKIPX drawdown of -6.42%. Use the drawdown chart below to compare losses from any high point for FSTZX and BKIPX.
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Drawdown Indicators
| FSTZX | BKIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.30% | -6.42% | +1.12% |
Max Drawdown (1Y)Largest decline over 1 year | -1.03% | -1.12% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | — | -6.42% | — |
Current DrawdownCurrent decline from peak | -0.30% | -0.51% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -1.13% | -1.08% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.29% | 0.39% | -0.10% |
Volatility
FSTZX vs. BKIPX - Volatility Comparison
The current volatility for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) is 0.58%, while iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) has a volatility of 0.66%. This indicates that FSTZX experiences smaller price fluctuations and is considered to be less risky than BKIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSTZX | BKIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 0.66% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 1.07% | 1.27% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.99% | 2.51% | -0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.83% | 3.08% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.83% | 2.62% | +0.21% |