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 Investments. It was launched on Jan 17, 2022. VTIP is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Oct 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTZX or VTIP.
Correlation
The correlation between FSTZX and VTIP is 0.90, 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.
Performance
FSTZX vs. VTIP - Performance Comparison
Key characteristics
FSTZX:
3.47
VTIP:
3.80
FSTZX:
5.34
VTIP:
6.03
FSTZX:
1.81
VTIP:
1.82
FSTZX:
8.11
VTIP:
8.34
FSTZX:
25.21
VTIP:
24.90
FSTZX:
0.25%
VTIP:
0.25%
FSTZX:
1.83%
VTIP:
1.65%
FSTZX:
-5.30%
VTIP:
-6.27%
FSTZX:
0.00%
VTIP:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FSTZX having a 1.24% return and VTIP slightly higher at 1.26%.
FSTZX
1.24%
0.82%
2.56%
6.03%
N/A
N/A
VTIP
1.26%
0.78%
2.57%
5.97%
3.60%
2.70%
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FSTZX vs. VTIP - Expense Ratio Comparison
FSTZX has a 0.00% expense ratio, which is lower than VTIP's 0.04% 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. VTIP — Risk-Adjusted Performance Rank
FSTZX
VTIP
FSTZX vs. VTIP - 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 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.
Dividends
FSTZX vs. VTIP - Dividend Comparison
FSTZX's dividend yield for the trailing twelve months is around 2.72%, more than VTIP's 2.67% 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% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.67% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
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. For additional features, visit the drawdowns tool.
Volatility
FSTZX vs. VTIP - Volatility Comparison
Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) has a higher volatility of 0.50% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.43%. This indicates that FSTZX's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.