FZOMX vs. VISTX
Compare and contrast key facts about Fidelity SAI Short-Term Bond Fund (FZOMX) and Vanguard Institutional Short-Term Bond Fund (VISTX).
FZOMX is managed by Fidelity Investments. It was launched on Oct 13, 2020. VISTX is managed by Vanguard. It was launched on Jun 19, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZOMX or VISTX.
Correlation
The correlation between FZOMX and VISTX 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.
Performance
FZOMX vs. VISTX - Performance Comparison
Key characteristics
FZOMX:
2.16
VISTX:
2.89
FZOMX:
3.80
VISTX:
4.51
FZOMX:
1.53
VISTX:
1.66
FZOMX:
5.01
VISTX:
7.12
FZOMX:
11.70
VISTX:
17.25
FZOMX:
0.39%
VISTX:
0.28%
FZOMX:
2.14%
VISTX:
1.68%
FZOMX:
-5.93%
VISTX:
-6.24%
FZOMX:
-0.26%
VISTX:
-0.08%
Returns By Period
In the year-to-date period, FZOMX achieves a -0.21% return, which is significantly lower than VISTX's -0.08% return.
FZOMX
-0.21%
0.05%
2.16%
4.28%
N/A
N/A
VISTX
-0.08%
0.09%
2.36%
4.71%
1.72%
N/A
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FZOMX vs. VISTX - Expense Ratio Comparison
FZOMX has a 0.30% expense ratio, which is higher than VISTX's 0.02% expense ratio.
Risk-Adjusted Performance
FZOMX vs. VISTX — Risk-Adjusted Performance Rank
FZOMX
VISTX
FZOMX vs. VISTX - Risk-Adjusted Performance Comparison
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.
Dividends
FZOMX vs. VISTX - Dividend Comparison
FZOMX's dividend yield for the trailing twelve months is around 4.29%, less than VISTX's 4.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FZOMX Fidelity SAI Short-Term Bond Fund | 4.29% | 4.28% | 3.27% | 1.00% | 0.43% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VISTX Vanguard Institutional Short-Term Bond Fund | 4.67% | 4.67% | 3.91% | 1.75% | 1.07% | 1.98% | 2.71% | 2.33% | 1.78% | 1.43% | 0.33% |
Drawdowns
FZOMX vs. VISTX - Drawdown Comparison
The maximum FZOMX drawdown since its inception was -5.93%, roughly equal to the maximum VISTX drawdown of -6.24%. Use the drawdown chart below to compare losses from any high point for FZOMX and VISTX. For additional features, visit the drawdowns tool.
Volatility
FZOMX vs. VISTX - Volatility Comparison
Fidelity SAI Short-Term Bond Fund (FZOMX) has a higher volatility of 0.51% compared to Vanguard Institutional Short-Term Bond Fund (VISTX) at 0.34%. This indicates that FZOMX's price experiences larger fluctuations and is considered to be riskier than VISTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.