VFSUX vs. FXAIX
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Fidelity 500 Index Fund (FXAIX).
VFSUX is managed by Vanguard. It was launched on Feb 12, 2001. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSUX or FXAIX.
Key characteristics
| VFSUX | FXAIX | |
|---|---|---|
| YTD Return | 4.63% | 27.16% |
| 1Y Return | 8.33% | 39.89% |
| 3Y Return (Ann) | 1.29% | 10.29% |
| 5Y Return (Ann) | 1.96% | 16.01% |
| 10Y Return (Ann) | 2.17% | 13.33% |
| Sharpe Ratio | 2.81 | 3.13 |
| Sortino Ratio | 4.58 | 4.16 |
| Omega Ratio | 1.60 | 1.59 |
| Calmar Ratio | 1.73 | 4.59 |
| Martin Ratio | 17.50 | 20.80 |
| Ulcer Index | 0.46% | 1.86% |
| Daily Std Dev | 2.85% | 12.39% |
| Max Drawdown | -9.59% | -33.79% |
| Current Drawdown | -1.05% | 0.00% |
Correlation
The correlation between VFSUX and FXAIX is -0.06. 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
VFSUX vs. FXAIX - Performance Comparison
In the year-to-date period, VFSUX achieves a 4.63% return, which is significantly lower than FXAIX's 27.16% return. Over the past 10 years, VFSUX has underperformed FXAIX with an annualized return of 2.17%, while FXAIX has yielded a comparatively higher 13.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VFSUX vs. FXAIX - Expense Ratio Comparison
VFSUX has a 0.10% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VFSUX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Fidelity 500 Index Fund (FXAIX). 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
VFSUX vs. FXAIX - Dividend Comparison
VFSUX's dividend yield for the trailing twelve months is around 4.01%, more than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.01% | 3.14% | 2.03% | 1.73% | 2.33% | 2.92% | 2.78% | 2.10% | 2.05% | 2.07% | 2.00% | 1.93% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
VFSUX vs. FXAIX - Drawdown Comparison
The maximum VFSUX drawdown since its inception was -9.59%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for VFSUX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
VFSUX vs. FXAIX - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) is 0.74%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.91%. This indicates that VFSUX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.