VTAPX vs. FSTZX
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX).
VTAPX is managed by Vanguard. It was launched on Oct 16, 2012. FSTZX is managed by Fidelity. It was launched on Jan 17, 2022.
Performance
VTAPX vs. FSTZX - Performance Comparison
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VTAPX vs. FSTZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 0.97% | 6.03% | 4.73% | 4.59% | -2.84% | 1.34% |
FSTZX Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 1.02% | 5.99% | 4.87% | 4.67% | -2.83% | 1.32% |
Returns By Period
In the year-to-date period, VTAPX achieves a 0.97% return, which is significantly lower than FSTZX's 1.02% return.
VTAPX
- 1D
- 0.28%
- 1M
- 0.04%
- YTD
- 0.97%
- 6M
- 1.31%
- 1Y
- 3.86%
- 3Y*
- 4.67%
- 5Y*
- 3.48%
- 10Y*
- 3.05%
FSTZX
- 1D
- 0.30%
- 1M
- -0.00%
- YTD
- 1.02%
- 6M
- 1.30%
- 1Y
- 3.95%
- 3Y*
- 4.75%
- 5Y*
- —
- 10Y*
- —
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VTAPX vs. FSTZX - Expense Ratio Comparison
VTAPX has a 0.06% expense ratio, which is higher than FSTZX's 0.00% 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
VTAPX vs. FSTZX — Risk / Return Rank
VTAPX
FSTZX
VTAPX vs. FSTZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX). 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.
| VTAPX | FSTZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.28 | 2.05 | +0.23 |
Sortino ratioReturn per unit of downside risk | 3.41 | 3.11 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.45 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 4.65 | 4.22 | +0.43 |
Martin ratioReturn relative to average drawdown | 14.74 | 14.91 | -0.17 |
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
| VTAPX | FSTZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | 2.05 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.31 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 1.14 | -0.10 |
Correlation
The correlation between VTAPX and FSTZX is 0.91, 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
VTAPX vs. FSTZX - Dividend Comparison
VTAPX's dividend yield for the trailing twelve months is around 3.55%, less than FSTZX's 3.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 3.55% | 3.78% | 2.68% | 2.84% | 6.82% | 4.67% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% |
FSTZX Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 3.98% | 4.02% | 2.78% | 2.54% | 5.25% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VTAPX vs. FSTZX - Drawdown Comparison
The maximum VTAPX drawdown since its inception was -5.33%, roughly equal to the maximum FSTZX drawdown of -5.30%. Use the drawdown chart below to compare losses from any high point for VTAPX and FSTZX.
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Drawdown Indicators
| VTAPX | FSTZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.33% | -5.30% | -0.03% |
Max Drawdown (1Y)Largest decline over 1 year | -0.92% | -1.03% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -5.33% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -5.33% | — | — |
Current DrawdownCurrent decline from peak | -0.28% | -0.30% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -1.04% | -1.13% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.29% | 0.29% | 0.00% |
Volatility
VTAPX vs. FSTZX - Volatility Comparison
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) have volatilities of 0.59% and 0.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTAPX | FSTZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 0.58% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 0.96% | 1.07% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.79% | 1.99% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.67% | 2.83% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.23% | 2.83% | -0.60% |