VBISX vs. FZOMX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund (VBISX) and Fidelity SAI Short-Term Bond Fund (FZOMX).
VBISX is managed by Vanguard. It was launched on Mar 1, 1994. FZOMX is managed by Fidelity Investments. It was launched on Oct 13, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBISX or FZOMX.
Correlation
The correlation between VBISX and FZOMX is 0.84, 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
VBISX vs. FZOMX - Performance Comparison
Key characteristics
VBISX:
1.20
FZOMX:
2.16
VBISX:
1.80
FZOMX:
3.80
VBISX:
1.23
FZOMX:
1.53
VBISX:
0.92
FZOMX:
5.01
VBISX:
4.18
FZOMX:
11.70
VBISX:
0.78%
FZOMX:
0.39%
VBISX:
2.72%
FZOMX:
2.14%
VBISX:
-8.98%
FZOMX:
-5.93%
VBISX:
-1.26%
FZOMX:
-0.26%
Returns By Period
In the year-to-date period, VBISX achieves a -0.39% return, which is significantly lower than FZOMX's -0.21% return.
VBISX
-0.39%
-0.29%
1.44%
3.05%
1.01%
1.38%
FZOMX
-0.21%
0.05%
2.16%
4.28%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VBISX vs. FZOMX - Expense Ratio Comparison
VBISX has a 0.15% expense ratio, which is lower than FZOMX's 0.30% expense ratio.
Risk-Adjusted Performance
VBISX vs. FZOMX — Risk-Adjusted Performance Rank
VBISX
FZOMX
VBISX vs. FZOMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund (VBISX) and Fidelity SAI Short-Term Bond Fund (FZOMX). 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
VBISX vs. FZOMX - Dividend Comparison
VBISX's dividend yield for the trailing twelve months is around 3.30%, less than FZOMX's 4.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBISX Vanguard Short-Term Bond Index Fund | 3.30% | 3.29% | 2.34% | 1.37% | 1.10% | 1.72% | 2.16% | 1.93% | 1.58% | 1.41% | 1.25% | 1.12% |
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% | 0.00% |
Drawdowns
VBISX vs. FZOMX - Drawdown Comparison
The maximum VBISX drawdown since its inception was -8.98%, which is greater than FZOMX's maximum drawdown of -5.93%. Use the drawdown chart below to compare losses from any high point for VBISX and FZOMX. For additional features, visit the drawdowns tool.
Volatility
VBISX vs. FZOMX - Volatility Comparison
Vanguard Short-Term Bond Index Fund (VBISX) has a higher volatility of 0.67% compared to Fidelity SAI Short-Term Bond Fund (FZOMX) at 0.51%. This indicates that VBISX's price experiences larger fluctuations and is considered to be riskier than FZOMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.