FZOMX vs. BSV
Compare and contrast key facts about Fidelity SAI Short-Term Bond Fund (FZOMX) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV).
FZOMX is managed by Fidelity. It was launched on Oct 13, 2020. BSV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Performance
FZOMX vs. BSV - Performance Comparison
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FZOMX vs. BSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FZOMX Fidelity SAI Short-Term Bond Fund | 0.22% | 5.51% | 4.71% | 5.21% | -3.71% | -0.69% | 0.37% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 0.16% | 6.00% | 3.78% | 4.90% | -5.49% | -1.09% | 0.30% |
Returns By Period
In the year-to-date period, FZOMX achieves a 0.22% return, which is significantly higher than BSV's 0.16% return.
FZOMX
- 1D
- 0.10%
- 1M
- -0.41%
- YTD
- 0.22%
- 6M
- 1.18%
- 1Y
- 3.98%
- 3Y*
- 4.68%
- 5Y*
- 2.25%
- 10Y*
- —
BSV
- 1D
- 0.02%
- 1M
- -0.57%
- YTD
- 0.16%
- 6M
- 1.15%
- 1Y
- 4.05%
- 3Y*
- 4.27%
- 5Y*
- 1.68%
- 10Y*
- 1.97%
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FZOMX vs. BSV - Expense Ratio Comparison
FZOMX has a 0.30% expense ratio, which is higher than BSV's 0.03% expense ratio.
Return for Risk
FZOMX vs. BSV — Risk / Return Rank
FZOMX
BSV
FZOMX vs. BSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Short-Term Bond Fund (FZOMX) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV). 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.
| FZOMX | BSV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 2.04 | -0.14 |
Sortino ratioReturn per unit of downside risk | 3.42 | 3.25 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.40 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.56 | 3.23 | +0.33 |
Martin ratioReturn relative to average drawdown | 14.10 | 12.23 | +1.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FZOMX | BSV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 2.04 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.04 | 0.62 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.83 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.86 | +0.13 |
Correlation
The correlation between FZOMX and BSV is 0.81, 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.
Dividends
FZOMX vs. BSV - Dividend Comparison
FZOMX's dividend yield for the trailing twelve months is around 4.23%, more than BSV's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZOMX Fidelity SAI Short-Term Bond Fund | 4.23% | 4.64% | 4.27% | 3.26% | 0.76% | 0.41% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 3.93% | 3.83% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% |
Drawdowns
FZOMX vs. BSV - Drawdown Comparison
The maximum FZOMX drawdown since its inception was -6.12%, smaller than the maximum BSV drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for FZOMX and BSV.
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Drawdown Indicators
| FZOMX | BSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.12% | -8.54% | +2.42% |
Max Drawdown (1Y)Largest decline over 1 year | -1.23% | -1.29% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -6.12% | -8.54% | +2.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -8.54% | — |
Current DrawdownCurrent decline from peak | -0.61% | -0.76% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -1.32% | -0.98% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.31% | 0.34% | -0.03% |
Volatility
FZOMX vs. BSV - Volatility Comparison
The current volatility for Fidelity SAI Short-Term Bond Fund (FZOMX) is 0.70%, while Vanguard Short-Term Bond Index Fund ETF Shares (BSV) has a volatility of 0.78%. This indicates that FZOMX experiences smaller price fluctuations and is considered to be less risky than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZOMX | BSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 0.78% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 1.38% | 1.19% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.14% | 2.00% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.17% | 2.71% | -0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.08% | 2.37% | -0.29% |