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
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Key characteristics
FALAX:
0.78
VOO:
0.69
FALAX:
1.20
VOO:
1.10
FALAX:
1.18
VOO:
1.16
FALAX:
0.82
VOO:
0.73
FALAX:
3.19
VOO:
2.79
FALAX:
4.87%
VOO:
4.89%
FALAX:
19.72%
VOO:
19.37%
FALAX:
-62.96%
VOO:
-33.99%
FALAX:
-1.30%
VOO:
-3.00%
Returns By Period
In the year-to-date period, FALAX achieves a 5.12% return, which is significantly higher than VOO's 1.48% return. Over the past 10 years, FALAX has underperformed VOO with an annualized return of 11.72%, while VOO has yielded a comparatively higher 12.78% annualized return.
FALAX
5.12%
14.86%
3.29%
15.32%
18.47%
19.85%
11.72%
VOO
1.48%
12.60%
1.07%
13.35%
16.79%
16.77%
12.78%
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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.
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Dividends
FALAX vs. VOO - Dividend Comparison
FALAX's dividend yield for the trailing twelve months is around 6.02%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FALAX Fidelity Advisor Large Cap Fund Class A | 6.02% | 6.33% | 3.46% | 2.21% | 6.69% | 5.50% | 8.65% | 17.32% | 7.54% | 2.11% | 0.87% | 5.11% |
VOO Vanguard S&P 500 ETF | 1.28% | 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.
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Volatility
FALAX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class A (FALAX) is 4.37%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.63%. This indicates that FALAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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