FZOMX vs. FSHBX

The year-to-date returns for both stocks are quite close, with FZOMX having a 1.94% return and FSHBX slightly lower at 1.88%.

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FZOMX has a 0.30% expense ratio, which is lower than FSHBX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Short-Term Bond Fund (FZOMX) and Fidelity Short-Term Bond Fund (FSHBX). 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 FZOMX Sharpe Ratio is 2.67, which is comparable to the FSHBX Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of FZOMX and FSHBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZOMX's dividend yield for the trailing twelve months is around 3.99%, more than FSHBX's 3.80% yield.

The maximum FZOMX drawdown since its inception was -5.89%, roughly equal to the maximum FSHBX drawdown of -6.05%. Use the drawdown chart below to compare losses from any high point for FZOMX and FSHBX.

The current volatility for Fidelity SAI Short-Term Bond Fund (FZOMX) is 0.47%, while Fidelity Short-Term Bond Fund (FSHBX) has a volatility of 0.55%. This indicates that FZOMX experiences smaller price fluctuations and is considered to be less risky than FSHBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.