FUAMX vs. IEI

The year-to-date returns for both stocks are quite close, with FUAMX having a 3.50% return and IEI slightly lower at 3.43%.

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FUAMX has a 0.03% expense ratio, which is lower than IEI's 0.15% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and iShares 3-7 Year Treasury Bond ETF (IEI). 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.

The current FUAMX Sharpe Ratio is 1.15, which is lower than the IEI Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of FUAMX and IEI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FUAMX's dividend yield for the trailing twelve months is around 3.39%, more than IEI's 3.23% yield.

The maximum FUAMX drawdown since its inception was -19.70%, which is greater than IEI's maximum drawdown of -14.60%. Use the drawdown chart below to compare losses from any high point for FUAMX and IEI.

Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a higher volatility of 1.82% compared to iShares 3-7 Year Treasury Bond ETF (IEI) at 1.25%. This indicates that FUAMX's price experiences larger fluctuations and is considered to be riskier than IEI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.