FXAIX vs. USIBX
Compare and contrast key facts about Fidelity 500 Index Fund (FXAIX) and USAA Intermediate Term Bond Fund (USIBX).
FXAIX is managed by Fidelity. USIBX is managed by Victory Capital. It was launched on Aug 2, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXAIX or USIBX.
Key characteristics
| FXAIX | USIBX | |
|---|---|---|
| YTD Return | 27.16% | 3.44% |
| 1Y Return | 39.89% | 9.94% |
| 3Y Return (Ann) | 10.29% | -2.11% |
| 5Y Return (Ann) | 16.01% | 0.08% |
| 10Y Return (Ann) | 13.33% | 1.87% |
| Sharpe Ratio | 3.13 | 1.67 |
| Sortino Ratio | 4.16 | 2.45 |
| Omega Ratio | 1.59 | 1.30 |
| Calmar Ratio | 4.59 | 0.57 |
| Martin Ratio | 20.80 | 6.56 |
| Ulcer Index | 1.86% | 1.40% |
| Daily Std Dev | 12.39% | 5.51% |
| Max Drawdown | -33.79% | -20.24% |
| Current Drawdown | 0.00% | -7.63% |
Correlation
The correlation between FXAIX and USIBX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FXAIX vs. USIBX - Performance Comparison
In the year-to-date period, FXAIX achieves a 27.16% return, which is significantly higher than USIBX's 3.44% return. Over the past 10 years, FXAIX has outperformed USIBX with an annualized return of 13.33%, while USIBX has yielded a comparatively lower 1.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FXAIX vs. USIBX - Expense Ratio Comparison
FXAIX has a 0.02% expense ratio, which is lower than USIBX's 0.63% expense ratio.
Risk-Adjusted Performance
FXAIX vs. USIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) and USAA Intermediate Term Bond Fund (USIBX). 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
FXAIX vs. USIBX - Dividend Comparison
FXAIX's dividend yield for the trailing twelve months is around 1.21%, less than USIBX's 4.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
USIBX USAA Intermediate Term Bond Fund | 4.43% | 4.09% | 3.19% | 2.32% | 3.01% | 3.58% | 3.68% | 3.45% | 3.86% | 4.23% | 4.11% | 4.38% |
Drawdowns
FXAIX vs. USIBX - Drawdown Comparison
The maximum FXAIX drawdown since its inception was -33.79%, which is greater than USIBX's maximum drawdown of -20.24%. Use the drawdown chart below to compare losses from any high point for FXAIX and USIBX. For additional features, visit the drawdowns tool.
Volatility
FXAIX vs. USIBX - Volatility Comparison
Fidelity 500 Index Fund (FXAIX) has a higher volatility of 3.91% compared to USAA Intermediate Term Bond Fund (USIBX) at 1.66%. This indicates that FXAIX's price experiences larger fluctuations and is considered to be riskier than USIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.