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VUSB vs. FIFGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VUSB vs. FIFGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Ultra-Short Bond ETF (VUSB) and Fidelity SAI Inflation-Focused (FIFGX). The values are adjusted to include any dividend payments, if applicable.

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VUSB vs. FIFGX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
VUSB
Vanguard Ultra-Short Bond ETF
0.59%5.20%5.68%5.52%-0.36%0.00%
FIFGX
Fidelity SAI Inflation-Focused
40.42%7.44%6.34%-11.90%9.30%22.72%

Returns By Period

In the year-to-date period, VUSB achieves a 0.59% return, which is significantly lower than FIFGX's 40.42% return.


VUSB

1D
0.09%
1M
-0.12%
YTD
0.59%
6M
1.76%
1Y
4.48%
3Y*
5.28%
5Y*
10Y*

FIFGX

1D
1.03%
1M
22.58%
YTD
40.42%
6M
39.86%
1Y
40.86%
3Y*
13.84%
5Y*
13.85%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VUSB vs. FIFGX - Expense Ratio Comparison

VUSB has a 0.10% expense ratio, which is lower than FIFGX's 0.39% expense ratio.


Return for Risk

VUSB vs. FIFGX — Risk / Return Rank

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

VUSB
VUSB Risk / Return Rank: 9999
Overall Rank
VUSB Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
VUSB Sortino Ratio Rank: 9999
Sortino Ratio Rank
VUSB Omega Ratio Rank: 9999
Omega Ratio Rank
VUSB Calmar Ratio Rank: 9999
Calmar Ratio Rank
VUSB Martin Ratio Rank: 9999
Martin Ratio Rank

FIFGX
FIFGX Risk / Return Rank: 9090
Overall Rank
FIFGX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
FIFGX Sortino Ratio Rank: 9191
Sortino Ratio Rank
FIFGX Omega Ratio Rank: 8686
Omega Ratio Rank
FIFGX Calmar Ratio Rank: 9696
Calmar Ratio Rank
FIFGX Martin Ratio Rank: 8787
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.

VUSB vs. FIFGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Ultra-Short Bond ETF (VUSB) and Fidelity SAI Inflation-Focused (FIFGX). 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.


VUSBFIFGXDifference

Sharpe ratio

Return per unit of total volatility

5.84

2.00

+3.83

Sortino ratio

Return per unit of downside risk

9.33

2.62

+6.70

Omega ratio

Gain probability vs. loss probability

2.86

1.36

+1.50

Calmar ratio

Return relative to maximum drawdown

9.75

3.50

+6.25

Martin ratio

Return relative to average drawdown

50.27

9.26

+41.01

VUSB vs. FIFGX - Sharpe Ratio Comparison

The current VUSB Sharpe Ratio is 5.84, which is higher than the FIFGX Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of VUSB and FIFGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VUSBFIFGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.84

2.00

+3.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

4.00

0.03

+3.97

Correlation

The correlation between VUSB and FIFGX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

VUSB vs. FIFGX - Dividend Comparison

VUSB's dividend yield for the trailing twelve months is around 4.53%, more than FIFGX's 3.87% yield.


TTM2025202420232022202120202019
VUSB
Vanguard Ultra-Short Bond ETF
4.53%4.63%5.16%4.45%1.56%0.26%0.00%0.00%
FIFGX
Fidelity SAI Inflation-Focused
3.87%5.44%4.73%2.43%12.64%35.77%3.10%1.59%

Drawdowns

VUSB vs. FIFGX - Drawdown Comparison

The maximum VUSB drawdown since its inception was -1.79%, smaller than the maximum FIFGX drawdown of -92.38%. Use the drawdown chart below to compare losses from any high point for VUSB and FIFGX.


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Drawdown Indicators


VUSBFIFGXDifference

Max Drawdown

Largest peak-to-trough decline

-1.79%

-92.38%

+90.59%

Max Drawdown (1Y)

Largest decline over 1 year

-0.46%

-12.22%

+11.76%

Max Drawdown (5Y)

Largest decline over 5 years

-92.38%

Current Drawdown

Current decline from peak

-0.12%

0.00%

-0.12%

Average Drawdown

Average peak-to-trough decline

-0.28%

-14.19%

+13.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.09%

4.63%

-4.54%

Volatility

VUSB vs. FIFGX - Volatility Comparison

The current volatility for Vanguard Ultra-Short Bond ETF (VUSB) is 0.37%, while Fidelity SAI Inflation-Focused (FIFGX) has a volatility of 10.69%. This indicates that VUSB experiences smaller price fluctuations and is considered to be less risky than FIFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VUSBFIFGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.37%

10.69%

-10.32%

Volatility (6M)

Calculated over the trailing 6-month period

0.49%

16.35%

-15.86%

Volatility (1Y)

Calculated over the trailing 1-year period

0.77%

21.61%

-20.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.83%

408.16%

-407.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.83%

338.61%

-337.78%