VSTBX vs. FIKOX
Compare and contrast key facts about Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) and Fidelity Advisor Corporate Bond Fund Class Z (FIKOX).
VSTBX is managed by Vanguard. It was launched on Nov 19, 2009. FIKOX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
VSTBX vs. FIKOX - Performance Comparison
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VSTBX vs. FIKOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VSTBX Vanguard Short-Term Corporate Bond Index Fund Institutional Shares | 0.10% | 6.75% | 5.37% | 6.17% | -5.73% | -0.41% | 5.07% | 9.68% | 0.94% |
FIKOX Fidelity Advisor Corporate Bond Fund Class Z | -0.81% | 7.96% | 2.83% | 8.64% | -17.06% | -1.60% | 10.91% | 14.58% | 0.53% |
Returns By Period
In the year-to-date period, VSTBX achieves a 0.10% return, which is significantly higher than FIKOX's -0.81% return.
VSTBX
- 1D
- 0.19%
- 1M
- -0.68%
- YTD
- 0.10%
- 6M
- 1.15%
- 1Y
- 4.78%
- 3Y*
- 5.52%
- 5Y*
- 2.44%
- 10Y*
- 3.03%
FIKOX
- 1D
- 0.38%
- 1M
- -1.94%
- YTD
- -0.81%
- 6M
- -0.28%
- 1Y
- 4.17%
- 3Y*
- 4.89%
- 5Y*
- 0.44%
- 10Y*
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VSTBX vs. FIKOX - Expense Ratio Comparison
VSTBX has a 0.05% expense ratio, which is lower than FIKOX's 0.36% expense ratio.
Return for Risk
VSTBX vs. FIKOX — Risk / Return Rank
VSTBX
FIKOX
VSTBX vs. FIKOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) and Fidelity Advisor Corporate Bond Fund Class Z (FIKOX). 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.
| VSTBX | FIKOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 0.94 | +1.53 |
Sortino ratioReturn per unit of downside risk | 3.67 | 1.33 | +2.34 |
Omega ratioGain probability vs. loss probability | 1.51 | 1.17 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 3.75 | 1.53 | +2.22 |
Martin ratioReturn relative to average drawdown | 14.63 | 4.99 | +9.64 |
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
| VSTBX | FIKOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 0.94 | +1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.07 | +0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.28 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.46 | 0.46 | +1.00 |
Correlation
The correlation between VSTBX and FIKOX is 0.82, 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
VSTBX vs. FIKOX - Dividend Comparison
VSTBX's dividend yield for the trailing twelve months is around 4.04%, more than FIKOX's 3.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTBX Vanguard Short-Term Corporate Bond Index Fund Institutional Shares | 4.04% | 4.34% | 4.29% | 3.09% | 2.00% | 1.80% | 2.27% | 5.40% | 2.67% | 2.27% | 1.96% | 2.25% |
FIKOX Fidelity Advisor Corporate Bond Fund Class Z | 3.92% | 4.20% | 4.05% | 3.51% | 2.62% | 2.90% | 3.47% | 3.37% | 0.98% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSTBX vs. FIKOX - Drawdown Comparison
The maximum VSTBX drawdown since its inception was -9.34%, smaller than the maximum FIKOX drawdown of -23.22%. Use the drawdown chart below to compare losses from any high point for VSTBX and FIKOX.
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Drawdown Indicators
| VSTBX | FIKOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.34% | -23.22% | +13.88% |
Max Drawdown (1Y)Largest decline over 1 year | -1.31% | -3.31% | +2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -9.34% | -23.22% | +13.88% |
Max Drawdown (10Y)Largest decline over 10 years | -9.34% | — | — |
Current DrawdownCurrent decline from peak | -0.86% | -2.39% | +1.53% |
Average DrawdownAverage peak-to-trough decline | -0.96% | -6.77% | +5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 1.01% | -0.67% |
Volatility
VSTBX vs. FIKOX - Volatility Comparison
The current volatility for Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) is 0.78%, while Fidelity Advisor Corporate Bond Fund Class Z (FIKOX) has a volatility of 1.78%. This indicates that VSTBX experiences smaller price fluctuations and is considered to be less risky than FIKOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSTBX | FIKOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 1.78% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 1.17% | 2.80% | -1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.98% | 4.81% | -2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.70% | 6.69% | -3.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.37% | 6.57% | -4.20% |