VSBSX vs. FBLTX
Compare and contrast key facts about Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX) and Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX).
VSBSX is managed by Vanguard. It was launched on Dec 28, 2009. FBLTX is managed by Fidelity. It was launched on Oct 8, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSBSX or FBLTX.
Correlation
The correlation between VSBSX and FBLTX is -0.12. 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
VSBSX vs. FBLTX - Performance Comparison
Key characteristics
VSBSX:
3.76
FBLTX:
0.34
VSBSX:
6.26
FBLTX:
0.56
VSBSX:
1.90
FBLTX:
1.07
VSBSX:
4.07
FBLTX:
0.10
VSBSX:
18.65
FBLTX:
0.65
VSBSX:
0.33%
FBLTX:
7.44%
VSBSX:
1.65%
FBLTX:
14.30%
VSBSX:
-6.54%
FBLTX:
-51.04%
VSBSX:
0.00%
FBLTX:
-44.53%
Returns By Period
In the year-to-date period, VSBSX achieves a 2.02% return, which is significantly higher than FBLTX's 1.73% return.
VSBSX
2.02%
0.66%
2.46%
6.09%
0.97%
1.36%
FBLTX
1.73%
-1.42%
-2.77%
4.18%
-10.89%
N/A
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VSBSX vs. FBLTX - Expense Ratio Comparison
VSBSX has a 0.07% expense ratio, which is higher than FBLTX'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%.
Risk-Adjusted Performance
VSBSX vs. FBLTX — Risk-Adjusted Performance Rank
VSBSX
FBLTX
VSBSX vs. FBLTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX) and Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX). 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
VSBSX vs. FBLTX - Dividend Comparison
VSBSX's dividend yield for the trailing twelve months is around 4.13%, more than FBLTX's 3.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSBSX Vanguard Short-Term Treasury Index Fund Admiral Shares | 4.13% | 4.15% | 3.29% | 1.12% | 0.33% | 1.11% | 2.27% | 1.80% | 1.09% | 0.81% | 0.67% | 0.40% |
FBLTX Fidelity SAI Long-Term Treasury Bond Index Fund | 3.94% | 3.93% | 3.29% | 2.99% | 1.87% | 1.91% | 2.40% | 2.87% | 2.69% | 2.79% | 0.64% | 0.00% |
Drawdowns
VSBSX vs. FBLTX - Drawdown Comparison
The maximum VSBSX drawdown since its inception was -6.54%, smaller than the maximum FBLTX drawdown of -51.04%. Use the drawdown chart below to compare losses from any high point for VSBSX and FBLTX. For additional features, visit the drawdowns tool.
Volatility
VSBSX vs. FBLTX - Volatility Comparison
The current volatility for Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX) is 0.69%, while Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) has a volatility of 5.98%. This indicates that VSBSX experiences smaller price fluctuations and is considered to be less risky than FBLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.