FSTZX vs. VTIP
Compare and contrast key facts about Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
FSTZX is managed by Fidelity. It was launched on Jan 17, 2022. VTIP is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. It was launched on Oct 12, 2012.
Performance
FSTZX vs. VTIP - Performance Comparison
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FSTZX vs. VTIP - 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% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 0.99% | 6.07% | 4.74% | 4.62% | -2.94% | 1.44% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FSTZX having a 1.02% return and VTIP slightly lower at 0.99%.
FSTZX
- 1D
- 0.30%
- 1M
- -0.00%
- YTD
- 1.02%
- 6M
- 1.30%
- 1Y
- 3.95%
- 3Y*
- 4.75%
- 5Y*
- —
- 10Y*
- —
VTIP
- 1D
- 0.02%
- 1M
- 0.10%
- YTD
- 0.99%
- 6M
- 1.37%
- 1Y
- 3.94%
- 3Y*
- 4.66%
- 5Y*
- 3.48%
- 10Y*
- 3.07%
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FSTZX vs. VTIP - Expense Ratio Comparison
FSTZX has a 0.00% expense ratio, which is lower than VTIP'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. VTIP — Risk / Return Rank
FSTZX
VTIP
FSTZX vs. VTIP - 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 Short-Term Inflation-Protected Securities ETF (VTIP). 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 | VTIP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 2.09 | -0.04 |
Sortino ratioReturn per unit of downside risk | 3.11 | 3.15 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.44 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 4.22 | 4.11 | +0.11 |
Martin ratioReturn relative to average drawdown | 14.91 | 13.24 | +1.68 |
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 | VTIP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 2.09 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.26 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.87 | +0.27 |
Correlation
The correlation between FSTZX and VTIP is 0.89, 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. VTIP - Dividend Comparison
FSTZX's dividend yield for the trailing twelve months is around 3.98%, more than VTIP's 3.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 3.77% | 3.81% | 2.70% | 2.86% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% |
Drawdowns
FSTZX vs. VTIP - Drawdown Comparison
The maximum FSTZX drawdown since its inception was -5.30%, smaller than the maximum VTIP drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for FSTZX and VTIP.
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Drawdown Indicators
| FSTZX | VTIP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.30% | -6.27% | +0.97% |
Max Drawdown (1Y)Largest decline over 1 year | -1.03% | -0.98% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -5.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -6.27% | — |
Current DrawdownCurrent decline from peak | -0.30% | -0.26% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -1.13% | -1.05% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.29% | 0.30% | -0.01% |
Volatility
FSTZX vs. VTIP - Volatility Comparison
Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) have volatilities of 0.58% and 0.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSTZX | VTIP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 0.60% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 1.07% | 0.97% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.99% | 1.90% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.83% | 2.78% | +0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.83% | 2.74% | +0.09% |