FUTBX vs. VBTLX

In the year-to-date period, FUTBX achieves a 1.50% return, which is significantly higher than VBTLX's 1.28% return.

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FUTBX has a 0.03% expense ratio, which is lower than VBTLX's 0.05% 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 SAI U.S. Treasury Bond Index Fund (FUTBX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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 FUTBX Sharpe Ratio is 0.80, which is comparable to the VBTLX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of FUTBX and VBTLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FUTBX's dividend yield for the trailing twelve months is around 2.88%, less than VBTLX's 3.78% yield.

The maximum FUTBX drawdown since its inception was -21.39%, which is greater than VBTLX's maximum drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for FUTBX and VBTLX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX) is 1.32%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.55%. This indicates that FUTBX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.