FUTBX vs. VPU

In the year-to-date period, FUTBX achieves a 1.97% return, which is significantly lower than VPU's 9.45% return.

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FUTBX has a 0.03% expense ratio, which is lower than VPU's 0.10% 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 Utilities ETF (VPU). 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 0.82, which is comparable to the VPU Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of FUTBX and VPU, 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 2.86%, which matches VPU's 2.85% yield.

The maximum FUTBX drawdown since its inception was -21.39%, smaller than the maximum VPU drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for FUTBX and VPU. For additional features, visit the drawdowns tool.

The current volatility for Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX) is 1.36%, while Vanguard Utilities ETF (VPU) has a volatility of 4.96%. This indicates that FUTBX experiences smaller price fluctuations and is considered to be less risky than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.