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 -0.18. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FTHRX vs. VGIT - Performance Comparison
Key characteristics
FTHRX:
2.10
VGIT:
1.67
FTHRX:
3.35
VGIT:
2.58
FTHRX:
1.41
VGIT:
1.30
FTHRX:
0.97
VGIT:
0.61
FTHRX:
6.76
VGIT:
3.98
FTHRX:
1.09%
VGIT:
1.92%
FTHRX:
3.50%
VGIT:
4.56%
FTHRX:
-13.96%
VGIT:
-16.05%
FTHRX:
-1.01%
VGIT:
-5.39%
Returns By Period
In the year-to-date period, FTHRX achieves a 2.47% return, which is significantly lower than VGIT's 3.57% return. Over the past 10 years, FTHRX has outperformed VGIT with an annualized return of 1.71%, while VGIT has yielded a comparatively lower 1.26% annualized return.
FTHRX
2.47%
0.80%
2.49%
7.48%
0.63%
1.71%
VGIT
3.57%
1.23%
2.79%
8.10%
-0.91%
1.26%
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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 3.49%, less than VGIT's 3.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHRX Fidelity Intermediate Bond Fund | 3.49% | 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 | 3.69% | 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 1.43%, while Vanguard Intermediate-Term Treasury ETF (VGIT) has a volatility of 1.81%. 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.