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 Investments. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTZX or VOO.
Correlation
The correlation between FSTZX and VOO is 0.18, 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. VOO - Performance Comparison
Key characteristics
FSTZX:
3.47
VOO:
1.98
FSTZX:
5.34
VOO:
2.65
FSTZX:
1.81
VOO:
1.36
FSTZX:
8.11
VOO:
2.98
FSTZX:
25.21
VOO:
12.44
FSTZX:
0.25%
VOO:
2.02%
FSTZX:
1.83%
VOO:
12.69%
FSTZX:
-5.30%
VOO:
-33.99%
FSTZX:
0.00%
VOO:
0.00%
Returns By Period
In the year-to-date period, FSTZX achieves a 1.24% return, which is significantly lower than VOO's 4.06% return.
FSTZX
1.24%
0.82%
2.56%
6.03%
N/A
N/A
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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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%.
Risk-Adjusted Performance
FSTZX vs. VOO — Risk-Adjusted Performance Rank
FSTZX
VOO
FSTZX vs. VOO - 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 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.
Dividends
FSTZX vs. VOO - Dividend Comparison
FSTZX's dividend yield for the trailing twelve months is around 2.72%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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. For additional features, visit the drawdowns tool.
Volatility
FSTZX vs. VOO - Volatility Comparison
The current volatility for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) is 0.50%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. 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.