FZOMX vs. VISTX

In the year-to-date period, FZOMX achieves a 1.94% return, which is significantly lower than VISTX's 2.16% return.

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FZOMX has a 0.30% expense ratio, which is higher than VISTX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Short-Term Bond Fund (FZOMX) and Vanguard Institutional Short-Term Bond Fund (VISTX). 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 VISTX Sharpe Ratio of 3.76. The chart below compares the historical Sharpe Ratios of FZOMX and VISTX, 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%, less than VISTX's 4.64% yield.

The maximum FZOMX drawdown since its inception was -5.89%, roughly equal to the maximum VISTX drawdown of -5.64%. Use the drawdown chart below to compare losses from any high point for FZOMX and VISTX.

Fidelity SAI Short-Term Bond Fund (FZOMX) and Vanguard Institutional Short-Term Bond Fund (VISTX) have volatilities of 0.47% and 0.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.