Correlation
The correlation between VBIIX and FTHRX is -0.11. 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.
VBIIX vs. FTHRX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Fidelity Intermediate Bond Fund (FTHRX).
VBIIX is managed by Vanguard. It was launched on Mar 1, 1994. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIIX or FTHRX.
Performance
VBIIX vs. FTHRX - Performance Comparison
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Key characteristics
VBIIX:
1.29
FTHRX:
1.85
VBIIX:
1.91
FTHRX:
2.66
VBIIX:
1.23
FTHRX:
1.33
VBIIX:
0.56
FTHRX:
1.19
VBIIX:
3.16
FTHRX:
5.45
VBIIX:
2.24%
FTHRX:
1.12%
VBIIX:
5.53%
FTHRX:
3.57%
VBIIX:
-19.06%
FTHRX:
-12.77%
VBIIX:
-6.16%
FTHRX:
-0.58%
Returns By Period
In the year-to-date period, VBIIX achieves a 3.21% return, which is significantly higher than FTHRX's 2.67% return. Over the past 10 years, VBIIX has underperformed FTHRX with an annualized return of 1.92%, while FTHRX has yielded a comparatively higher 2.02% annualized return.
VBIIX
3.21%
-0.86%
1.45%
7.10%
1.93%
-0.70%
1.92%
FTHRX
2.67%
-0.58%
2.19%
6.63%
2.85%
0.81%
2.02%
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VBIIX vs. FTHRX - Expense Ratio Comparison
VBIIX has a 0.15% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
VBIIX vs. FTHRX — Risk-Adjusted Performance Rank
VBIIX
FTHRX
VBIIX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Fidelity Intermediate Bond Fund (FTHRX). 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.
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Dividends
VBIIX vs. FTHRX - Dividend Comparison
VBIIX's dividend yield for the trailing twelve months is around 3.79%, more than FTHRX's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIIX Vanguard Intermediate-Term Bond Index Fund | 3.79% | 3.71% | 3.00% | 2.31% | 3.31% | 2.87% | 2.65% | 2.79% | 2.67% | 2.97% | 3.03% | 3.33% |
FTHRX Fidelity Intermediate Bond Fund | 3.51% | 3.49% | 2.94% | 2.04% | 1.81% | 4.31% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
VBIIX vs. FTHRX - Drawdown Comparison
The maximum VBIIX drawdown since its inception was -19.06%, which is greater than FTHRX's maximum drawdown of -12.77%. Use the drawdown chart below to compare losses from any high point for VBIIX and FTHRX.
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Volatility
VBIIX vs. FTHRX - Volatility Comparison
Vanguard Intermediate-Term Bond Index Fund (VBIIX) has a higher volatility of 1.50% compared to Fidelity Intermediate Bond Fund (FTHRX) at 0.97%. This indicates that VBIIX's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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