VFIDX vs. FIKOX
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and Fidelity Advisor Corporate Bond Fund Class Z (FIKOX).
VFIDX is managed by Vanguard. It was launched on Feb 12, 2001. FIKOX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
VFIDX vs. FIKOX - Performance Comparison
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VFIDX vs. FIKOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | -0.98% | 9.67% | 3.29% | 8.63% | -13.77% | -1.51% | 10.44% | 10.50% | 1.89% |
FIKOX Fidelity Advisor Corporate Bond Fund Class Z | -0.81% | 7.96% | 2.83% | 8.64% | -17.06% | -1.60% | 10.91% | 14.58% | 0.53% |
Returns By Period
In the year-to-date period, VFIDX achieves a -0.98% return, which is significantly lower than FIKOX's -0.81% return.
VFIDX
- 1D
- 0.46%
- 1M
- -2.01%
- YTD
- -0.98%
- 6M
- 0.04%
- 1Y
- 5.43%
- 3Y*
- 5.48%
- 5Y*
- 1.40%
- 10Y*
- 2.79%
FIKOX
- 1D
- 0.38%
- 1M
- -1.94%
- YTD
- -0.81%
- 6M
- -0.28%
- 1Y
- 4.17%
- 3Y*
- 4.89%
- 5Y*
- 0.44%
- 10Y*
- —
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VFIDX vs. FIKOX - Expense Ratio Comparison
VFIDX has a 0.10% expense ratio, which is lower than FIKOX's 0.36% expense ratio.
Return for Risk
VFIDX vs. FIKOX — Risk / Return Rank
VFIDX
FIKOX
VFIDX vs. FIKOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and Fidelity Advisor Corporate Bond Fund Class Z (FIKOX). 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.
| VFIDX | FIKOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.94 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.33 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.53 | +0.34 |
Martin ratioReturn relative to average drawdown | 6.68 | 4.99 | +1.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFIDX | FIKOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.94 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.07 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.46 | +0.41 |
Correlation
The correlation between VFIDX and FIKOX is 0.94, 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.
Dividends
VFIDX vs. FIKOX - Dividend Comparison
VFIDX's dividend yield for the trailing twelve months is around 4.64%, more than FIKOX's 3.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.64% | 4.91% | 4.65% | 3.90% | 3.20% | 3.61% | 5.80% | 3.13% | 3.32% | 3.06% | 3.94% | 3.64% |
FIKOX Fidelity Advisor Corporate Bond Fund Class Z | 3.92% | 4.20% | 4.05% | 3.51% | 2.62% | 2.90% | 3.47% | 3.37% | 0.98% | 0.00% | 0.00% | 0.00% |
Drawdowns
VFIDX vs. FIKOX - Drawdown Comparison
The maximum VFIDX drawdown since its inception was -20.14%, smaller than the maximum FIKOX drawdown of -23.22%. Use the drawdown chart below to compare losses from any high point for VFIDX and FIKOX.
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Drawdown Indicators
| VFIDX | FIKOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.14% | -23.22% | +3.08% |
Max Drawdown (1Y)Largest decline over 1 year | -3.34% | -3.31% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -20.14% | -23.22% | +3.08% |
Max Drawdown (10Y)Largest decline over 10 years | -20.14% | — | — |
Current DrawdownCurrent decline from peak | -2.45% | -2.39% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -2.61% | -6.77% | +4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 1.01% | -0.08% |
Volatility
VFIDX vs. FIKOX - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and Fidelity Advisor Corporate Bond Fund Class Z (FIKOX) have volatilities of 1.77% and 1.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFIDX | FIKOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 1.78% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 2.80% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.71% | 4.81% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.35% | 6.69% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 6.57% | -1.40% |