FSTZX vs. FXAIX
Compare and contrast key facts about Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and Fidelity 500 Index Fund (FXAIX).
FSTZX is managed by Fidelity. It was launched on Jan 17, 2022. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FSTZX vs. FXAIX - Performance Comparison
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FSTZX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 6.96% |
Returns By Period
In the year-to-date period, FSTZX achieves a 1.02% return, which is significantly higher than FXAIX's -7.05% return.
FSTZX
- 1D
- 0.30%
- 1M
- -0.00%
- YTD
- 1.02%
- 6M
- 1.30%
- 1Y
- 3.95%
- 3Y*
- 4.75%
- 5Y*
- —
- 10Y*
- —
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FSTZX vs. FXAIX - Expense Ratio Comparison
FSTZX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% 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. FXAIX — Risk / Return Rank
FSTZX
FXAIX
FSTZX vs. FXAIX - 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 Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.84 | +1.21 |
Sortino ratioReturn per unit of downside risk | 3.11 | 1.30 | +1.82 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.20 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 4.22 | 1.05 | +3.17 |
Martin ratioReturn relative to average drawdown | 14.91 | 5.13 | +9.79 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.84 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.68 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.75 | +0.39 |
Correlation
The correlation between FSTZX and FXAIX is 0.13, 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
FSTZX vs. FXAIX - Dividend Comparison
FSTZX's dividend yield for the trailing twelve months is around 3.98%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FSTZX vs. FXAIX - Drawdown Comparison
The maximum FSTZX drawdown since its inception was -5.30%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSTZX and FXAIX.
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Drawdown Indicators
| FSTZX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.30% | -33.79% | +28.49% |
Max Drawdown (1Y)Largest decline over 1 year | -1.03% | -12.13% | +11.10% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -0.30% | -8.89% | +8.59% |
Average DrawdownAverage peak-to-trough decline | -1.13% | -3.83% | +2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.29% | 2.50% | -2.21% |
Volatility
FSTZX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) is 0.58%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.24%. This indicates that FSTZX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSTZX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 4.24% | -3.66% |
Volatility (6M)Calculated over the trailing 6-month period | 1.07% | 9.08% | -8.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.99% | 18.13% | -16.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.83% | 16.88% | -14.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.83% | 18.03% | -15.20% |