FCFMX vs. VIG

In the year-to-date period, FCFMX achieves a -6.46% return, which is significantly lower than VIG's -3.00% return.

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FCFMX has a 0.00% expense ratio, which is lower than VIG's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Total Market Index Fund (FCFMX) and Vanguard Dividend Appreciation ETF (VIG). 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.

The current FCFMX Sharpe Ratio is 0.47, which is comparable to the VIG Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of FCFMX and VIG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCFMX's dividend yield for the trailing twelve months is around 1.16%, less than VIG's 1.88% yield.

The maximum FCFMX drawdown since its inception was -34.99%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for FCFMX and VIG. For additional features, visit the drawdowns tool.

Fidelity Series Total Market Index Fund (FCFMX) has a higher volatility of 14.31% compared to Vanguard Dividend Appreciation ETF (VIG) at 11.67%. This indicates that FCFMX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.