VSBSX vs. FUMBX
Compare and contrast key facts about Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX).
VSBSX is managed by Vanguard. It was launched on Dec 28, 2009. 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
VSBSX vs. FUMBX - Performance Comparison
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VSBSX vs. FUMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSBSX Vanguard Short-Term Treasury Index Fund Admiral Shares | 0.29% | 5.08% | 4.39% | 4.23% | -3.87% | -0.69% | 3.09% | 3.51% | 1.52% | -0.27% |
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, VSBSX achieves a 0.29% return, which is significantly higher than FUMBX's -0.10% return.
VSBSX
- 1D
- 0.10%
- 1M
- -0.31%
- YTD
- 0.29%
- 6M
- 1.25%
- 1Y
- 3.68%
- 3Y*
- 4.11%
- 5Y*
- 1.84%
- 10Y*
- 1.74%
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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VSBSX vs. FUMBX - Expense Ratio Comparison
VSBSX has a 0.07% 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
VSBSX vs. FUMBX — Risk / Return Rank
VSBSX
FUMBX
VSBSX vs. FUMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX) 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.
| VSBSX | FUMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.60 | 1.55 | +1.05 |
Sortino ratioReturn per unit of downside risk | 4.12 | 2.43 | +1.70 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.33 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 4.52 | 2.52 | +1.99 |
Martin ratioReturn relative to average drawdown | 17.41 | 8.74 | +8.68 |
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
| VSBSX | FUMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.60 | 1.55 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | 0.45 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.14 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.73 | +0.35 |
Correlation
The correlation between VSBSX and FUMBX is 0.86, 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
VSBSX vs. FUMBX - Dividend Comparison
VSBSX's dividend yield for the trailing twelve months is around 3.57%, more than FUMBX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSBSX Vanguard Short-Term Treasury Index Fund Admiral Shares | 3.57% | 3.98% | 4.50% | 3.29% | 1.12% | 0.63% | 1.72% | 2.26% | 1.80% | 1.10% | 0.76% | 0.71% |
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
VSBSX vs. FUMBX - Drawdown Comparison
The maximum VSBSX drawdown since its inception was -5.77%, smaller than the maximum FUMBX drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for VSBSX and FUMBX.
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Drawdown Indicators
| VSBSX | FUMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.77% | -8.83% | +3.06% |
Max Drawdown (1Y)Largest decline over 1 year | -0.84% | -1.54% | +0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -5.77% | -8.60% | +2.83% |
Max Drawdown (10Y)Largest decline over 10 years | -5.77% | — | — |
Current DrawdownCurrent decline from peak | -0.43% | -1.06% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -0.59% | -1.88% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 0.44% | -0.22% |
Volatility
VSBSX vs. FUMBX - Volatility Comparison
The current volatility for Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX) is 0.53%, while Fidelity Short-Term Treasury Bond Index Fund (FUMBX) has a volatility of 0.74%. This indicates that VSBSX experiences smaller price fluctuations and is considered to be less risky 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
| VSBSX | FUMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.53% | 0.74% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 0.84% | 1.37% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.44% | 2.32% | -0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.94% | 2.89% | -0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.53% | 2.49% | -0.96% |