Fidelity U.S. Low Volatility Equity Fund (FULVX) belongs to the Low Volatility category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FULVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FULVX
FULVX charges 0.66% annually. There are 6 mutual funds in the Low Volatility category with lower expense ratios, going as low as 0.11%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI U.S. Low Volatility Index Fund | 0.11% | — | May 2015 | FULVX vs FSUVX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | FULVX vs VMNVX | |
| Fidelity SAI International Low Volatility Index Fu... | 0.17% | — | May 2015 | FULVX vs FSKLX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 0.21% | 2.00B | Dec 2013 | FULVX vs VMVFX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 0.23% | — | Jan 2019 | FULVX vs FGKPX |
Best Risk-Adjusted Alternatives to FULVX
Among 19 mutual funds in the Low Volatility category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | FULVX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | 93 | — | Jan 2016 | FULVX vs SGMAX | |
| LSV U.S. Managed Volatility Fund | 93 | — | Jun 2014 | FULVX vs LVAMX | |
| Voya International High Dividend Low Volatility Po... | 89 | — | Jan 2006 | FULVX vs IFTIX | |
| Voya Global High Dividend Low Volatility Portfolio | 84 | — | Jan 2008 | FULVX vs IGHAX |
Top Performing FULVX Alternatives (YTD)
Among 19 mutual funds in the Low Volatility category with YTD return data, the top-performing alternatives shown here go as high as 17.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 17.34% | — | Jun 2014 | FULVX vs LVAFX | |
| LSV U.S. Managed Volatility Fund | 15.50% | — | Jun 2014 | FULVX vs LVAMX | |
| Voya International High Dividend Low Volatility Po... | 15.40% | — | Jan 2006 | FULVX vs IFTIX | |
| USAA Global Managed Volatility Fund | 13.74% | — | Jul 2008 | FULVX vs UGOFX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 12.75% | — | Jan 2019 | FULVX vs FGKPX |
Lowest Volatility Alternatives to FULVX
Among 19 mutual funds in the Low Volatility category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | FULVX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | FULVX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | FULVX vs SVTAX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | FULVX vs SGMAX | |
| MFS Low Volatility Global Equity Fund | 8.30% | — | Dec 2013 | FULVX vs MVGIX |
Lowest Drawdown Alternatives to FULVX
Among 19 mutual funds in the Low Volatility category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -5.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust U.S. Managed V... | -5.09% | — | Dec 2008 | FULVX vs SVYAX | |
| LSV U.S. Managed Volatility Fund | -5.13% | — | Jun 2014 | FULVX vs LVAMX | |
| SEI Institutional Managed Trust U.S. Managed Volat... | -5.39% | — | Oct 2004 | FULVX vs SVOAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | FULVX vs LVAFX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | -5.78% | — | Dec 2007 | FULVX vs TMMAX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 64 | 9.35% | — | Feb 1988 | FULVX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FULVX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FULVX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FULVX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FULVX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FULVX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FULVX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FULVX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FULVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FULVX vs FTIHX |
Often Compared With FULVX
Investors most often compare FULVX with FDLO, FPHAX, MINV.L. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FULVX with Any Fund or Stock
Compare FULVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FULVX with funds that move differently
Fidelity U.S. Low Volatility Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FULVX.
Explore FULVX Diversifiers