VFINX vs. FIFGX
Compare and contrast key facts about Vanguard 500 Index Fund Investor Shares (VFINX) and Fidelity SAI Inflation-Focused (FIFGX).
VFINX is managed by Vanguard. FIFGX is managed by Fidelity. It was launched on Dec 20, 2018.
Performance
VFINX vs. FIFGX - Performance Comparison
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VFINX vs. FIFGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | -4.37% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | 1.64% |
FIFGX Fidelity SAI Inflation-Focused | 37.89% | 7.44% | 6.34% | -11.90% | 9.30% | 32.92% | 1.48% | 9.32% | -2.00% |
Returns By Period
In the year-to-date period, VFINX achieves a -4.37% return, which is significantly lower than FIFGX's 37.89% return.
VFINX
- 1D
- 2.92%
- 1M
- -5.04%
- YTD
- -4.37%
- 6M
- -2.20%
- 1Y
- 17.19%
- 3Y*
- 18.15%
- 5Y*
- 11.64%
- 10Y*
- 13.92%
FIFGX
- 1D
- -1.80%
- 1M
- 16.46%
- YTD
- 37.89%
- 6M
- 37.47%
- 1Y
- 38.25%
- 3Y*
- 13.15%
- 5Y*
- 13.24%
- 10Y*
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VFINX vs. FIFGX - Expense Ratio Comparison
VFINX has a 0.14% expense ratio, which is lower than FIFGX's 0.39% expense ratio.
Return for Risk
VFINX vs. FIFGX — Risk / Return Rank
VFINX
FIFGX
VFINX vs. FIFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Investor Shares (VFINX) and Fidelity SAI Inflation-Focused (FIFGX). 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.
| VFINX | FIFGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.79 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.48 | 2.38 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 3.26 | -1.75 |
Martin ratioReturn relative to average drawdown | 7.24 | 8.62 | -1.39 |
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
| VFINX | FIFGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.79 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.03 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.03 | +0.56 |
Correlation
The correlation between VFINX and FIFGX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VFINX vs. FIFGX - Dividend Comparison
VFINX's dividend yield for the trailing twelve months is around 1.08%, less than FIFGX's 3.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | 1.08% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
FIFGX Fidelity SAI Inflation-Focused | 3.94% | 5.44% | 4.73% | 2.43% | 12.64% | 35.77% | 3.10% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VFINX vs. FIFGX - Drawdown Comparison
The maximum VFINX drawdown since its inception was -55.25%, smaller than the maximum FIFGX drawdown of -92.38%. Use the drawdown chart below to compare losses from any high point for VFINX and FIFGX.
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Drawdown Indicators
| VFINX | FIFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -92.38% | +37.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -12.22% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -24.59% | -92.38% | +67.79% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | — | — |
Current DrawdownCurrent decline from peak | -6.26% | -1.80% | -4.46% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -14.18% | +5.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 4.63% | -2.10% |
Volatility
VFINX vs. FIFGX - Volatility Comparison
The current volatility for Vanguard 500 Index Fund Investor Shares (VFINX) is 5.35%, while Fidelity SAI Inflation-Focused (FIFGX) has a volatility of 10.75%. This indicates that VFINX experiences smaller price fluctuations and is considered to be less risky than FIFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFINX | FIFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 10.75% | -5.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 16.48% | -6.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 21.66% | -3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 408.16% | -391.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 338.52% | -320.47% |