FCIRX vs. VOO
Compare and contrast key facts about Fiera Capital International Equity Fund (FCIRX) and Vanguard S&P 500 ETF (VOO).
FCIRX is managed by Fiera Capital. It was launched on Sep 28, 2017. 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: FCIRX or VOO.
Key characteristics
| FCIRX | VOO | |
|---|---|---|
| YTD Return | 12.01% | 19.06% |
| 1Y Return | 21.03% | 26.65% |
| 3Y Return (Ann) | 10.47% | 9.85% |
| 5Y Return (Ann) | 16.97% | 15.18% |
| Sharpe Ratio | 1.66 | 2.18 |
| Daily Std Dev | 13.13% | 12.72% |
| Max Drawdown | -32.05% | -33.99% |
| Current Drawdown | -1.47% | -0.48% |
Correlation
The correlation between FCIRX and VOO is 0.73, 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
FCIRX vs. VOO - Performance Comparison
In the year-to-date period, FCIRX achieves a 12.01% return, which is significantly lower than VOO's 19.06% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCIRX vs. VOO - Expense Ratio Comparison
FCIRX has a 1.25% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FCIRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiera Capital International Equity Fund (FCIRX) 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
FCIRX vs. VOO - Dividend Comparison
FCIRX's dividend yield for the trailing twelve months is around 0.30%, less than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCIRX Fiera Capital International Equity Fund | 0.30% | 0.40% | 0.92% | 18.54% | 5.54% | 4.94% | 2.49% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FCIRX vs. VOO - Drawdown Comparison
The maximum FCIRX drawdown since its inception was -32.05%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCIRX and VOO. For additional features, visit the drawdowns tool.
Volatility
FCIRX vs. VOO - Volatility Comparison
The current volatility for Fiera Capital International Equity Fund (FCIRX) is 3.49%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.25%. This indicates that FCIRX 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.