VISTX vs. FZOMX
Compare and contrast key facts about Vanguard Institutional Short-Term Bond Fund (VISTX) and Fidelity SAI Short-Term Bond Fund (FZOMX).
VISTX is managed by Vanguard. It was launched on Jun 19, 2015. 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: VISTX or FZOMX.
Correlation
The correlation between VISTX and FZOMX is 0.81, 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
VISTX vs. FZOMX - Performance Comparison
Key characteristics
VISTX:
2.89
FZOMX:
2.16
VISTX:
4.51
FZOMX:
3.80
VISTX:
1.66
FZOMX:
1.53
VISTX:
7.12
FZOMX:
5.01
VISTX:
17.25
FZOMX:
11.70
VISTX:
0.28%
FZOMX:
0.39%
VISTX:
1.68%
FZOMX:
2.14%
VISTX:
-6.24%
FZOMX:
-5.93%
VISTX:
-0.08%
FZOMX:
-0.26%
Returns By Period
In the year-to-date period, VISTX achieves a -0.08% return, which is significantly higher than FZOMX's -0.21% return.
VISTX
-0.08%
0.09%
2.36%
4.71%
1.72%
N/A
FZOMX
-0.21%
0.05%
2.16%
4.28%
N/A
N/A
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VISTX vs. FZOMX - Expense Ratio Comparison
VISTX has a 0.02% expense ratio, which is lower than FZOMX's 0.30% expense ratio.
Risk-Adjusted Performance
VISTX vs. FZOMX — Risk-Adjusted Performance Rank
VISTX
FZOMX
VISTX vs. FZOMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Short-Term Bond Fund (VISTX) 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
VISTX vs. FZOMX - Dividend Comparison
VISTX's dividend yield for the trailing twelve months is around 4.67%, more than FZOMX's 4.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VISTX Vanguard Institutional Short-Term Bond Fund | 4.67% | 4.67% | 3.91% | 1.75% | 1.07% | 1.98% | 2.71% | 2.33% | 1.78% | 1.43% | 0.33% |
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% |
Drawdowns
VISTX vs. FZOMX - Drawdown Comparison
The maximum VISTX drawdown since its inception was -6.24%, which is greater than FZOMX's maximum drawdown of -5.93%. Use the drawdown chart below to compare losses from any high point for VISTX and FZOMX. For additional features, visit the drawdowns tool.
Volatility
VISTX vs. FZOMX - Volatility Comparison
The current volatility for Vanguard Institutional Short-Term Bond Fund (VISTX) is 0.34%, while Fidelity SAI Short-Term Bond Fund (FZOMX) has a volatility of 0.51%. This indicates that VISTX experiences smaller price fluctuations and is considered to be less risky than FZOMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.