FENY vs USTB

Comparison between FIDELITY MSCI ENERGY INDEX ETF (FENY, ETF) and VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF VICTORYSHARES SHORT-TERM BOND ETF (USTB, ETF).

5-Year PerformanceFENY has outperformed USTB, delivering a return of +20.5% compared to +3.5%

FENY vs USTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FENY(ETF)	USTB(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.08%	0.34%
Max Drawdown	78.93%	7.56%
Sharpe Ratio	1.77	0.98
5Y Beta	0.60	0.01
P/E Ratio	16.90	N/A
Forward P/E	14.70	N/A
5Y Dividends CAGR	9.85%	15.32%
5Y EPS CAGR	22.53%	N/A
P/S Ratio	1.52	N/A
P/B Ratio	2.43	N/A

Net Assets

FENY

$2B

USTB

$2B

Expense Ratio

Winner

FENY

0.08%

USTB

0.34%

Max Drawdown

FENY

78.93%

Winner

USTB

7.56%

Sharpe Ratio

Winner

FENY

1.77

USTB

0.98

5Y Beta

FENY

0.60

Winner

USTB

0.01

P/E Ratio

FENY

16.90

USTB

N/A

Forward P/E

FENY

14.70

USTB

N/A

5Y Dividends CAGR

FENY

9.85%

Winner

USTB

15.32%

5Y EPS CAGR

FENY

22.53%

USTB

N/A

P/S Ratio

FENY

1.52

USTB

N/A

P/B Ratio

FENY

2.43

USTB

N/A

FENY vs USTB - Historical Returns

Returns include dividend reinvestment.

Period	FENY	USTB
1 month	-3.86%	+0.50%
3 months	+5.37%	+0.54%
6 months	+27.28%	+1.81%
1 year	+42.75%	+5.06%
5 years(CAGR)	+20.51%	+3.50%
10 years(CAGR)	+9.48%	+3.47%
Max(CAGR)	+5.30%	+3.47%

FENY

-3.86%

Winner

USTB

+0.50%

Winner

FENY

+5.37%

USTB

+0.54%

Winner

FENY

+27.28%

USTB

+1.81%

Winner

FENY

+42.75%

USTB

+5.06%

5Y(CAGR)

Winner

FENY

+20.51%

USTB

+3.50%

10Y(CAGR)

Winner

FENY

+9.48%

USTB

+3.47%

Max(CAGR)

Winner

FENY

+5.30%

USTB

+3.47%

FENY vs USTB - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FENY	USTB
2026	+23.82%	+1.07%
2025	+5.86%	+6.13%
2024	+5.52%	+6.81%
2023	+4.14%	+6.57%
2022	+57.99%	-2.72%
2021	+55.08%	+0.89%
2020	-33.65%	+5.00%
2019	+6.75%	+4.99%
2018	-21.32%	+1.12%
2017	-3.58%	+0.35%
2016	+27.18%	N/A
2015	-23.35%	N/A
2014	-8.54%	N/A
2013	+3.69%	N/A

FENY vs USTB Drawdown Comparison

The maximum drawdown for FENY was -74.36%, occurring on Mar 18, 2020. Recovery took 1969 trading sessions.

The maximum drawdown for USTB was -5.32%, occurring on Mar 24, 2020. Recovery took 65 trading sessions.

The current FENY drawdown is -10.46%.

Rank	FENY	USTB
#1	-74.36% Jun 23, 2014 - Apr 18, 2022	-5.32% Mar 4, 2020 - Jun 5, 2020
#2	-26.59% Jun 7, 2022 - Nov 1, 2022	-4.96% Sep 9, 2021 - Jul 13, 2023
#3	-21.47% Nov 22, 2024 - Jan 5, 2026	-1.02% Aug 30, 2023 - Nov 3, 2023
#4	-18.50% Nov 15, 2022 - Sep 8, 2023	-0.84% Feb 27, 2026 - May 1, 2026
#5	-13.42% Apr 5, 2024 - Nov 20, 2024	-0.81% Dec 29, 2017 - Aug 6, 2018
#6	-13.04% Sep 14, 2023 - Mar 19, 2024	-0.68% Sep 27, 2024 - Dec 3, 2024
#7	-11.78% Mar 27, 2026 - Apr 17, 2026	-0.67% Jul 13, 2023 - Aug 4, 2023
#8	-9.43% Apr 18, 2022 - May 4, 2022	-0.65% Apr 3, 2025 - Apr 28, 2025
#9	-8.49% May 6, 2022 - May 17, 2022	-0.62% Sep 4, 2019 - Oct 2, 2019
#10	-8.04% Dec 31, 2013 - Mar 28, 2014	-0.48% Apr 4, 2024 - May 2, 2024
#11	-5.08% Nov 8, 2022 - Nov 15, 2022	-0.46% Jan 31, 2024 - Mar 1, 2024
#12	-3.60% Nov 22, 2013 - Dec 26, 2013	-0.43% Aug 8, 2023 - Aug 25, 2023
#13	-3.51% Jan 5, 2026 - Jan 13, 2026	-0.40% Sep 21, 2018 - Nov 16, 2018
#14	-2.96% May 17, 2022 - May 23, 2022	-0.40% Oct 4, 2019 - Nov 22, 2019
#15	-2.34% Mar 2, 2026 - Mar 12, 2026	-0.38% Aug 2, 2024 - Aug 21, 2024

Correlation

Correlation between FENY and USTB is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2013 - 2026)

FENY vs USTB dividend yield comparison.

Year	FENY	USTB
2026	0.60%	1.56%
2025	3.18%	4.63%
2024	3.05%	5.05%
2023	3.33%	4.49%
2022	3.33%	2.54%
2021	3.69%	1.84%
2020	4.60%	2.59%
2019	6.43%	2.69%
2018	3.21%	2.32%
2017	2.94%	0.43%
2016	2.29%	0.00%
2015	3.05%	0.00%
2014	1.91%	0.00%
2013	0.32%	0.00%