VIIGX vs. FUMBX
Compare and contrast key facts about Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX).
VIIGX is managed by Vanguard. It was launched on Mar 19, 2010. FUMBX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg Barclays 1-5 Year U.S. Treasury Index. It was launched on Dec 20, 2005.
Performance
VIIGX vs. FUMBX - Performance Comparison
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VIIGX vs. FUMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIIGX Vanguard Intermediate-Term Treasury Index Fund Institutional Shares | -0.07% | 7.38% | 1.62% | 4.39% | -10.65% | -2.38% | 7.65% | 6.32% | 1.36% | -0.55% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | -0.10% | 5.83% | 3.25% | 4.47% | -5.84% | -1.38% | 4.22% | 4.19% | 1.47% | -0.33% |
Returns By Period
In the year-to-date period, VIIGX achieves a -0.07% return, which is significantly higher than FUMBX's -0.10% return.
VIIGX
- 1D
- 0.12%
- 1M
- -1.23%
- YTD
- -0.07%
- 6M
- 0.72%
- 1Y
- 3.85%
- 3Y*
- 3.39%
- 5Y*
- 0.37%
- 10Y*
- 1.37%
FUMBX
- 1D
- 0.10%
- 1M
- -0.77%
- YTD
- -0.10%
- 6M
- 0.85%
- 1Y
- 3.55%
- 3Y*
- 3.80%
- 5Y*
- 1.31%
- 10Y*
- —
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VIIGX vs. FUMBX - Expense Ratio Comparison
VIIGX has a 0.05% expense ratio, which is higher than FUMBX's 0.03% 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%.
Return for Risk
VIIGX vs. FUMBX — Risk / Return Rank
VIIGX
FUMBX
VIIGX vs. FUMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX). 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.
| VIIGX | FUMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.55 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.43 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.33 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.52 | -0.73 |
Martin ratioReturn relative to average drawdown | 5.55 | 8.74 | -3.19 |
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
| VIIGX | FUMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.55 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.45 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.73 | -0.22 |
Correlation
The correlation between VIIGX and FUMBX is 0.87, 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
VIIGX vs. FUMBX - Dividend Comparison
VIIGX's dividend yield for the trailing twelve months is around 3.48%, more than FUMBX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIIGX Vanguard Intermediate-Term Treasury Index Fund Institutional Shares | 3.48% | 3.78% | 3.97% | 2.71% | 1.73% | 1.91% | 2.23% | 2.23% | 2.07% | 1.68% | 1.64% | 1.72% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 3.41% | 3.51% | 2.91% | 1.64% | 0.86% | 1.15% | 1.41% | 1.88% | 1.64% | 0.34% | 0.00% | 0.00% |
Drawdowns
VIIGX vs. FUMBX - Drawdown Comparison
The maximum VIIGX drawdown since its inception was -15.96%, which is greater than FUMBX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for VIIGX and FUMBX.
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Drawdown Indicators
| VIIGX | FUMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.96% | -8.83% | -7.13% |
Max Drawdown (1Y)Largest decline over 1 year | -2.39% | -1.54% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -15.09% | -8.60% | -6.49% |
Max Drawdown (10Y)Largest decline over 10 years | -15.96% | — | — |
Current DrawdownCurrent decline from peak | -1.68% | -1.06% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -3.43% | -1.88% | -1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 0.44% | +0.33% |
Volatility
VIIGX vs. FUMBX - Volatility Comparison
Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) has a higher volatility of 1.37% compared to Fidelity Short-Term Treasury Bond Index Fund (FUMBX) at 0.74%. This indicates that VIIGX's price experiences larger fluctuations and is considered to be riskier than FUMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIIGX | FUMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 0.74% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 2.29% | 1.37% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.83% | 2.32% | +1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.32% | 2.89% | +2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.45% | 2.49% | +1.96% |