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VTSPX vs. FSAHX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VTSPX vs. FSAHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) and Fidelity Short Duration High Income Fund (FSAHX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VTSPX achieves a 2.06% return, which is significantly lower than FSAHX's 3.08% return. Over the past 10 years, VTSPX has underperformed FSAHX with an annualized return of 3.16%, while FSAHX has yielded a comparatively higher 4.59% annualized return.


VTSPX

1D
0.00%
1M
0.04%
YTD
2.06%
6M
2.05%
1Y
4.72%
3Y*
5.26%
5Y*
3.40%
10Y*
3.16%

FSAHX

1D
0.00%
1M
0.83%
YTD
3.08%
6M
3.61%
1Y
8.91%
3Y*
8.53%
5Y*
4.48%
10Y*
4.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VTSPX vs. FSAHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VTSPX
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares
2.06%6.06%4.75%4.61%-2.82%5.32%4.99%4.82%0.59%0.83%
FSAHX
Fidelity Short Duration High Income Fund
3.08%7.75%7.74%10.29%-7.06%2.78%3.69%9.32%-1.24%4.96%

Correlation

The correlation between VTSPX and FSAHX is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.26

Correlation (10Y)
Calculated over the trailing 10-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2013

0.19

The correlation between VTSPX and FSAHX shifts across timeframes, from 0.06 (1 year) to 0.26 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

VTSPX vs. FSAHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VTSPX
VTSPX Risk / Return Rank: 9494
Overall Rank
VTSPX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VTSPX Sortino Ratio Rank: 9696
Sortino Ratio Rank
VTSPX Omega Ratio Rank: 9191
Omega Ratio Rank
VTSPX Calmar Ratio Rank: 9696
Calmar Ratio Rank
VTSPX Martin Ratio Rank: 9797
Martin Ratio Rank

FSAHX
FSAHX Risk / Return Rank: 9595
Overall Rank
FSAHX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
FSAHX Sortino Ratio Rank: 9797
Sortino Ratio Rank
FSAHX Omega Ratio Rank: 9696
Omega Ratio Rank
FSAHX Calmar Ratio Rank: 9393
Calmar Ratio Rank
FSAHX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VTSPX vs. FSAHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) and Fidelity Short Duration High Income Fund (FSAHX). 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.


VTSPXFSAHXDifference
Sharpe ratioReturn per unit of total volatility

-0.05

Sortino ratioReturn per unit of downside risk

-0.80

Omega ratioGain probability vs. loss probability

1.67

1.81

-0.14

Calmar ratioReturn relative to maximum drawdown

6.50

5.16

+1.34

Martin ratioReturn relative to average drawdown

25.54

27.60

-2.06

VTSPX vs. FSAHX - Sharpe Ratio Comparison

The current VTSPX Sharpe Ratio is 3.06, which is comparable to the FSAHX Sharpe Ratio of 3.10. The chart below compares the historical Sharpe Ratios of VTSPX and FSAHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


VTSPXFSAHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.06

3.10

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.28

1.16

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.42

1.08

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

1.08

0.91

+0.17

Drawdowns

VTSPX vs. FSAHX - Drawdown Comparison

The maximum VTSPX drawdown since its inception was -5.35%, smaller than the maximum FSAHX drawdown of -16.77%. Use the drawdown chart below to compare losses from any high point for VTSPX and FSAHX.


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Drawdown Indicators


VTSPXFSAHXDifference

Max Drawdown

Largest peak-to-trough decline

-5.35%

-16.77%

+11.42%

Max Drawdown (1Y)

Largest decline over 1 year

-0.72%

-1.78%

+1.06%

Max Drawdown (3Y)

Largest decline over 3 years

-0.92%

-3.30%

+2.38%

Max Drawdown (5Y)

Largest decline over 5 years

-5.35%

-9.43%

+4.08%

Max Drawdown (10Y)

Largest decline over 10 years

-5.35%

-16.77%

+11.42%

Current Drawdown

Current decline from peak

-0.04%

0.00%

-0.04%

Average Drawdown

Average peak-to-trough decline

-1.01%

-1.55%

+0.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.18%

0.33%

-0.15%

Volatility

VTSPX vs. FSAHX - Volatility Comparison

The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) is 0.57%, while Fidelity Short Duration High Income Fund (FSAHX) has a volatility of 0.82%. This indicates that VTSPX experiences smaller price fluctuations and is considered to be less risky than FSAHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VTSPXFSAHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.57%

0.82%

-0.25%

Volatility (6M)

Calculated over the trailing 6-month period

1.12%

2.22%

-1.10%

Volatility (1Y)

Calculated over the trailing 1-year period

1.52%

2.96%

-1.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.67%

3.87%

-1.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.23%

4.25%

-2.02%

VTSPX vs. FSAHX - Expense Ratio Comparison

VTSPX has a 0.04% expense ratio, which is lower than FSAHX's 0.75% expense ratio.


Dividends

VTSPX vs. FSAHX - Dividend Comparison

VTSPX's dividend yield for the trailing twelve months is around 3.59%, less than FSAHX's 7.28% yield.


PositionTTM20252024202320222021202020192018201720162015
FSAHX
Fidelity Short Duration High Income Fund
7.28%7.36%6.08%5.97%3.26%2.85%3.19%4.22%4.52%4.11%4.73%4.40%
VTSPX
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares
3.59%3.81%2.70%2.86%6.84%4.69%1.21%1.96%2.47%1.52%0.80%0.00%

Frequently Asked Questions


VTSPX and FSAHX have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FSAHX has higher volatility (0.82%) compared to VTSPX (0.57%). In terms of maximum drawdown, VTSPX dropped -5.35% vs FSAHX's -16.77%.

FSAHX currently has the higher Sharpe Ratio (3.10 vs 3.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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