BUZZ vs. FXAIX
Compare and contrast key facts about VanEck Social Sentiment ETF (BUZZ) and Fidelity 500 Index Fund (FXAIX).
BUZZ is a passively managed fund by VanEck that tracks the performance of the BUZZ NextGen AI US Sentiment Leaders Index. It was launched on Mar 2, 2021. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUZZ or FXAIX.
Key characteristics
| BUZZ | FXAIX | |
|---|---|---|
| YTD Return | 29.32% | 26.92% |
| 1Y Return | 55.91% | 37.57% |
| 3Y Return (Ann) | -2.77% | 10.24% |
| Sharpe Ratio | 2.30 | 3.05 |
| Sortino Ratio | 2.96 | 4.06 |
| Omega Ratio | 1.36 | 1.57 |
| Calmar Ratio | 1.33 | 4.44 |
| Martin Ratio | 9.45 | 20.09 |
| Ulcer Index | 6.01% | 1.86% |
| Daily Std Dev | 24.65% | 12.28% |
| Max Drawdown | -56.87% | -33.79% |
| Current Drawdown | -10.74% | -0.28% |
Correlation
The correlation between BUZZ and FXAIX is 0.80, 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.
Performance
BUZZ vs. FXAIX - Performance Comparison
In the year-to-date period, BUZZ achieves a 29.32% return, which is significantly higher than FXAIX's 26.92% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BUZZ vs. FXAIX - Expense Ratio Comparison
BUZZ has a 0.75% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
BUZZ vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Social Sentiment ETF (BUZZ) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
BUZZ vs. FXAIX - Dividend Comparison
BUZZ's dividend yield for the trailing twelve months is around 0.40%, less than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUZZ VanEck Social Sentiment ETF | 0.40% | 0.52% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
BUZZ vs. FXAIX - Drawdown Comparison
The maximum BUZZ drawdown since its inception was -56.87%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BUZZ and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BUZZ vs. FXAIX - Volatility Comparison
VanEck Social Sentiment ETF (BUZZ) has a higher volatility of 7.73% compared to Fidelity 500 Index Fund (FXAIX) at 3.85%. This indicates that BUZZ's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.