FALAX vs. VOO
Compare and contrast key facts about Fidelity Advisor Large Cap Fund Class A (FALAX) and Vanguard S&P 500 ETF (VOO).
FALAX is managed by Fidelity. It was launched on Sep 3, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FALAX or VOO.
Correlation
The correlation between FALAX and VOO is 0.93, 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
FALAX vs. VOO - Performance Comparison
Key characteristics
FALAX:
0.20
VOO:
0.54
FALAX:
0.41
VOO:
0.88
FALAX:
1.06
VOO:
1.13
FALAX:
0.19
VOO:
0.55
FALAX:
0.67
VOO:
2.27
FALAX:
6.09%
VOO:
4.55%
FALAX:
20.30%
VOO:
19.19%
FALAX:
-62.96%
VOO:
-33.99%
FALAX:
-12.18%
VOO:
-9.90%
Returns By Period
In the year-to-date period, FALAX achieves a -3.38% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, FALAX has underperformed VOO with an annualized return of 5.80%, while VOO has yielded a comparatively higher 12.12% annualized return.
FALAX
-3.38%
-2.54%
-7.98%
3.64%
14.05%
5.80%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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FALAX vs. VOO - Expense Ratio Comparison
FALAX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FALAX vs. VOO — Risk-Adjusted Performance Rank
FALAX
VOO
FALAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class A (FALAX) and Vanguard S&P 500 ETF (VOO). 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
FALAX vs. VOO - Dividend Comparison
FALAX's dividend yield for the trailing twelve months is around 0.55%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FALAX Fidelity Advisor Large Cap Fund Class A | 0.55% | 0.53% | 0.74% | 1.11% | 1.64% | 1.79% | 1.93% | 1.76% | 1.13% | 1.10% | 0.87% | 5.11% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FALAX vs. VOO - Drawdown Comparison
The maximum FALAX drawdown since its inception was -62.96%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FALAX and VOO. For additional features, visit the drawdowns tool.
Volatility
FALAX vs. VOO - Volatility Comparison
Fidelity Advisor Large Cap Fund Class A (FALAX) and Vanguard S&P 500 ETF (VOO) have volatilities of 14.27% and 13.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.