FTHRX vs. VGIT
Compare and contrast key facts about Fidelity Intermediate Bond Fund (FTHRX) and Vanguard Intermediate-Term Treasury ETF (VGIT).
FTHRX is managed by Fidelity. It was launched on May 23, 1975. VGIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 3-10 Year Government Float Adjusted Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTHRX or VGIT.
Correlation
The correlation between FTHRX and VGIT is 0.88, 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
FTHRX vs. VGIT - Performance Comparison
Key characteristics
FTHRX:
1.39
VGIT:
0.87
FTHRX:
2.16
VGIT:
1.28
FTHRX:
1.26
VGIT:
1.15
FTHRX:
0.60
VGIT:
0.31
FTHRX:
4.06
VGIT:
1.94
FTHRX:
1.16%
VGIT:
1.99%
FTHRX:
3.39%
VGIT:
4.47%
FTHRX:
-13.96%
VGIT:
-16.05%
FTHRX:
-3.01%
VGIT:
-7.89%
Returns By Period
In the year-to-date period, FTHRX achieves a 0.40% return, which is significantly lower than VGIT's 0.83% return. Over the past 10 years, FTHRX has outperformed VGIT with an annualized return of 1.58%, while VGIT has yielded a comparatively lower 1.10% annualized return.
FTHRX
0.40%
0.30%
0.11%
4.61%
0.29%
1.58%
VGIT
0.83%
0.60%
-0.88%
3.96%
-0.46%
1.10%
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FTHRX vs. VGIT - Expense Ratio Comparison
FTHRX has a 0.45% expense ratio, which is higher than VGIT's 0.04% expense ratio.
Risk-Adjusted Performance
FTHRX vs. VGIT — Risk-Adjusted Performance Rank
FTHRX
VGIT
FTHRX vs. VGIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Bond Fund (FTHRX) and Vanguard Intermediate-Term Treasury ETF (VGIT). 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
FTHRX vs. VGIT - Dividend Comparison
FTHRX's dividend yield for the trailing twelve months is around 3.20%, less than VGIT's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHRX Fidelity Intermediate Bond Fund | 3.20% | 3.49% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
VGIT Vanguard Intermediate-Term Treasury ETF | 3.70% | 3.67% | 2.72% | 1.74% | 1.69% | 2.23% | 2.24% | 2.05% | 1.67% | 1.69% | 1.69% | 1.54% |
Drawdowns
FTHRX vs. VGIT - Drawdown Comparison
The maximum FTHRX drawdown since its inception was -13.96%, smaller than the maximum VGIT drawdown of -16.05%. Use the drawdown chart below to compare losses from any high point for FTHRX and VGIT. For additional features, visit the drawdowns tool.
Volatility
FTHRX vs. VGIT - Volatility Comparison
The current volatility for Fidelity Intermediate Bond Fund (FTHRX) is 0.76%, while Vanguard Intermediate-Term Treasury ETF (VGIT) has a volatility of 1.12%. This indicates that FTHRX experiences smaller price fluctuations and is considered to be less risky than VGIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.