FARMX vs. VOO
Compare and contrast key facts about Fidelity Agricultural Productivity Fund (FARMX) and Vanguard S&P 500 ETF (VOO).
FARMX is managed by Fidelity. It was launched on Apr 15, 2020. 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: FARMX or VOO.
Correlation
The correlation between FARMX and VOO is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FARMX vs. VOO - Performance Comparison
Key characteristics
FARMX:
0.49
VOO:
1.92
FARMX:
0.78
VOO:
2.58
FARMX:
1.10
VOO:
1.35
FARMX:
0.25
VOO:
2.88
FARMX:
1.33
VOO:
12.03
FARMX:
5.44%
VOO:
2.02%
FARMX:
14.94%
VOO:
12.69%
FARMX:
-29.15%
VOO:
-33.99%
FARMX:
-19.74%
VOO:
0.00%
Returns By Period
In the year-to-date period, FARMX achieves a 6.80% return, which is significantly higher than VOO's 4.36% return.
FARMX
6.80%
1.17%
7.88%
8.06%
N/A
N/A
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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FARMX vs. VOO - Expense Ratio Comparison
FARMX has a 0.99% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FARMX vs. VOO — Risk-Adjusted Performance Rank
FARMX
VOO
FARMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Agricultural Productivity Fund (FARMX) 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
FARMX vs. VOO - Dividend Comparison
FARMX's dividend yield for the trailing twelve months is around 2.15%, more than VOO's 1.19% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FARMX Fidelity Agricultural Productivity Fund | 2.15% | 2.29% | 1.33% | 1.17% | 0.48% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FARMX vs. VOO - Drawdown Comparison
The maximum FARMX drawdown since its inception was -29.15%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FARMX and VOO. For additional features, visit the drawdowns tool.
Volatility
FARMX vs. VOO - Volatility Comparison
Fidelity Agricultural Productivity Fund (FARMX) has a higher volatility of 5.03% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. This indicates that FARMX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.