FSTZX vs. VOO
Compare and contrast key facts about Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and Vanguard S&P 500 ETF (VOO).
FSTZX is managed by Fidelity. It was launched on Jan 17, 2022. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
FSTZX vs. VOO - Performance Comparison
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FSTZX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 6.98% |
Returns By Period
In the year-to-date period, FSTZX achieves a 1.02% return, which is significantly higher than VOO's -4.42% return.
FSTZX
- 1D
- 0.30%
- 1M
- -0.00%
- YTD
- 1.02%
- 6M
- 1.30%
- 1Y
- 3.95%
- 3Y*
- 4.75%
- 5Y*
- —
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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FSTZX vs. VOO - Expense Ratio Comparison
FSTZX has a 0.00% expense ratio, which is lower than VOO's 0.03% 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. VOO — Risk / Return Rank
FSTZX
VOO
FSTZX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.98 | +1.07 |
Sortino ratioReturn per unit of downside risk | 3.11 | 1.50 | +1.62 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.23 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 4.22 | 1.53 | +2.69 |
Martin ratioReturn relative to average drawdown | 14.91 | 7.29 | +7.62 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.98 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.83 | +0.31 |
Correlation
The correlation between FSTZX and VOO 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. VOO - Dividend Comparison
FSTZX's dividend yield for the trailing twelve months is around 3.98%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FSTZX vs. VOO - Drawdown Comparison
The maximum FSTZX drawdown since its inception was -5.30%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSTZX and VOO.
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Drawdown Indicators
| FSTZX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.30% | -33.99% | +28.69% |
Max Drawdown (1Y)Largest decline over 1 year | -1.03% | -11.98% | +10.95% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -0.30% | -6.29% | +5.99% |
Average DrawdownAverage peak-to-trough decline | -1.13% | -3.72% | +2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.29% | 2.52% | -2.23% |
Volatility
FSTZX vs. VOO - Volatility Comparison
The current volatility for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) is 0.58%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that FSTZX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSTZX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 5.29% | -4.71% |
Volatility (6M)Calculated over the trailing 6-month period | 1.07% | 9.44% | -8.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.99% | 18.10% | -16.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.83% | 16.82% | -13.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.83% | 17.99% | -15.16% |