FSTZX vs. FZROX
Compare and contrast key facts about Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and Fidelity ZERO Total Market Index Fund (FZROX).
FSTZX is managed by Fidelity Investments. It was launched on Jan 17, 2022. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTZX or FZROX.
Correlation
The correlation between FSTZX and FZROX is 0.19, 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.
Performance
FSTZX vs. FZROX - Performance Comparison
Key characteristics
FSTZX:
3.30
FZROX:
1.74
FSTZX:
5.06
FZROX:
2.35
FSTZX:
1.77
FZROX:
1.32
FSTZX:
7.68
FZROX:
2.67
FSTZX:
23.89
FZROX:
10.53
FSTZX:
0.25%
FZROX:
2.17%
FSTZX:
1.83%
FZROX:
13.16%
FSTZX:
-5.30%
FZROX:
-34.96%
FSTZX:
0.00%
FZROX:
-0.89%
Returns By Period
In the year-to-date period, FSTZX achieves a 1.14% return, which is significantly lower than FZROX's 3.39% return.
FSTZX
1.14%
1.14%
2.25%
6.03%
N/A
N/A
FZROX
3.39%
4.26%
12.92%
21.97%
13.70%
N/A
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FSTZX vs. FZROX - Expense Ratio Comparison
FSTZX has a 0.00% expense ratio, which is lower than FZROX's 0.00% 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%.
Risk-Adjusted Performance
FSTZX vs. FZROX — Risk-Adjusted Performance Rank
FSTZX
FZROX
FSTZX vs. FZROX - Risk-Adjusted Performance 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 ZERO Total Market Index Fund (FZROX). 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
FSTZX vs. FZROX - Dividend Comparison
FSTZX's dividend yield for the trailing twelve months is around 2.72%, more than FZROX's 1.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
FSTZX Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 2.72% | 2.78% | 2.55% | 5.25% | 0.82% | 0.00% | 0.00% | 0.00% |
FZROX Fidelity ZERO Total Market Index Fund | 1.12% | 1.16% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% |
Drawdowns
FSTZX vs. FZROX - Drawdown Comparison
The maximum FSTZX drawdown since its inception was -5.30%, smaller than the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FSTZX and FZROX. For additional features, visit the drawdowns tool.
Volatility
FSTZX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) is 0.44%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 3.51%. This indicates that FSTZX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.