FCLKX vs. VYM
Compare and contrast key facts about Fidelity Large Cap Stock K6 Fund (FCLKX) and Vanguard High Dividend Yield ETF (VYM).
FCLKX is managed by Fidelity. It was launched on May 25, 2017. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCLKX or VYM.
Correlation
The correlation between FCLKX and VYM is 0.89, 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
FCLKX vs. VYM - Performance Comparison
Key characteristics
FCLKX:
1.86
VYM:
1.99
FCLKX:
2.51
VYM:
2.80
FCLKX:
1.35
VYM:
1.36
FCLKX:
1.60
VYM:
3.60
FCLKX:
11.72
VYM:
10.37
FCLKX:
1.98%
VYM:
2.08%
FCLKX:
12.46%
VYM:
10.87%
FCLKX:
-37.09%
VYM:
-56.98%
FCLKX:
-1.03%
VYM:
-0.34%
Returns By Period
The year-to-date returns for both stocks are quite close, with FCLKX having a 5.51% return and VYM slightly lower at 5.49%.
FCLKX
5.51%
0.49%
10.84%
23.54%
7.27%
N/A
VYM
5.49%
1.25%
9.93%
20.93%
11.04%
10.15%
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FCLKX vs. VYM - Expense Ratio Comparison
FCLKX has a 0.45% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
FCLKX vs. VYM — Risk-Adjusted Performance Rank
FCLKX
VYM
FCLKX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Stock K6 Fund (FCLKX) and Vanguard High Dividend Yield ETF (VYM). 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
FCLKX vs. VYM - Dividend Comparison
FCLKX's dividend yield for the trailing twelve months is around 1.15%, less than VYM's 2.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCLKX Fidelity Large Cap Stock K6 Fund | 1.15% | 1.21% | 1.25% | 2.61% | 1.95% | 1.93% | 1.90% | 2.03% | 0.47% | 0.00% | 0.00% | 0.00% |
VYM Vanguard High Dividend Yield ETF | 2.60% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
FCLKX vs. VYM - Drawdown Comparison
The maximum FCLKX drawdown since its inception was -37.09%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FCLKX and VYM. For additional features, visit the drawdowns tool.
Volatility
FCLKX vs. VYM - Volatility Comparison
Fidelity Large Cap Stock K6 Fund (FCLKX) has a higher volatility of 3.64% compared to Vanguard High Dividend Yield ETF (VYM) at 2.46%. This indicates that FCLKX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.