VBIRX vs. FSHBX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) and Fidelity Short-Term Bond Fund (FSHBX).
VBIRX is managed by Vanguard. It was launched on Nov 12, 2001. FSHBX is managed by Fidelity. It was launched on Sep 15, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIRX or FSHBX.
Correlation
The correlation between VBIRX and FSHBX is -0.14. 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
VBIRX vs. FSHBX - Performance Comparison
Key characteristics
VBIRX:
2.62
FSHBX:
3.15
VBIRX:
4.41
FSHBX:
5.56
VBIRX:
1.57
FSHBX:
1.86
VBIRX:
2.22
FSHBX:
6.90
VBIRX:
10.34
FSHBX:
20.36
VBIRX:
0.66%
FSHBX:
0.32%
VBIRX:
2.61%
FSHBX:
2.05%
VBIRX:
-8.64%
FSHBX:
-6.54%
VBIRX:
-0.29%
FSHBX:
-0.12%
Returns By Period
In the year-to-date period, VBIRX achieves a 2.22% return, which is significantly higher than FSHBX's 1.76% return. Both investments have delivered pretty close results over the past 10 years, with VBIRX having a 1.72% annualized return and FSHBX not far ahead at 1.79%.
VBIRX
2.22%
0.49%
2.65%
7.04%
1.14%
1.72%
FSHBX
1.76%
0.60%
2.60%
6.47%
1.81%
1.79%
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VBIRX vs. FSHBX - Expense Ratio Comparison
VBIRX has a 0.07% expense ratio, which is lower than FSHBX's 0.45% expense ratio.
Risk-Adjusted Performance
VBIRX vs. FSHBX — Risk-Adjusted Performance Rank
VBIRX
FSHBX
VBIRX vs. FSHBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) 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.
Dividends
VBIRX vs. FSHBX - Dividend Comparison
VBIRX's dividend yield for the trailing twelve months is around 3.49%, less than FSHBX's 4.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.49% | 3.36% | 2.41% | 1.46% | 1.45% | 1.78% | 2.24% | 2.01% | 1.53% | 1.49% | 1.30% | 1.25% |
FSHBX Fidelity Short-Term Bond Fund | 4.09% | 4.01% | 3.00% | 1.15% | 0.94% | 2.06% | 2.13% | 1.78% | 1.28% | 1.00% | 1.02% | 0.92% |
Drawdowns
VBIRX vs. FSHBX - Drawdown Comparison
The maximum VBIRX drawdown since its inception was -8.64%, which is greater than FSHBX's maximum drawdown of -6.54%. Use the drawdown chart below to compare losses from any high point for VBIRX and FSHBX. For additional features, visit the drawdowns tool.
Volatility
VBIRX vs. FSHBX - Volatility Comparison
Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) has a higher volatility of 0.94% compared to Fidelity Short-Term Bond Fund (FSHBX) at 0.79%. This indicates that VBIRX's price experiences larger fluctuations and is considered to be riskier than FSHBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.