FCSSX vs. VOO
Compare and contrast key facts about Fidelity Series Commodity Strategy Fund (FCSSX) and Vanguard S&P 500 ETF (VOO).
FCSSX is managed by Fidelity. It was launched on Sep 30, 2009. 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: FCSSX or VOO.
Key characteristics
| FCSSX | VOO | |
|---|---|---|
| YTD Return | 4.91% | 25.62% |
| 1Y Return | 1.09% | 37.28% |
| 3Y Return (Ann) | 190.53% | 9.75% |
| 5Y Return (Ann) | 111.67% | 15.74% |
| 10Y Return (Ann) | 59.89% | 13.34% |
| Sharpe Ratio | -0.07 | 3.06 |
| Sortino Ratio | -0.02 | 4.08 |
| Omega Ratio | 1.00 | 1.57 |
| Calmar Ratio | -0.06 | 4.46 |
| Martin Ratio | -0.15 | 20.36 |
| Ulcer Index | 5.74% | 1.85% |
| Daily Std Dev | 11.61% | 12.32% |
| Max Drawdown | -66.67% | -33.99% |
| Current Drawdown | -6.49% | 0.00% |
Correlation
The correlation between FCSSX and VOO is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FCSSX vs. VOO - Performance Comparison
In the year-to-date period, FCSSX achieves a 4.91% return, which is significantly lower than VOO's 25.62% return. Over the past 10 years, FCSSX has outperformed VOO with an annualized return of 59.89%, while VOO has yielded a comparatively lower 13.34% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCSSX vs. VOO - Expense Ratio Comparison
FCSSX has a 0.00% expense ratio, which is lower than VOO's 0.03% 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%.
Risk-Adjusted Performance
FCSSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Commodity Strategy Fund (FCSSX) 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
FCSSX vs. VOO - Dividend Comparison
FCSSX's dividend yield for the trailing twelve months is around 12.43%, more than VOO's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCSSX Fidelity Series Commodity Strategy Fund | 12.43% | 4.53% | 6,349.76% | 2,086.80% | 21.79% | 74.58% | 103.33% | 26.65% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FCSSX vs. VOO - Drawdown Comparison
The maximum FCSSX drawdown since its inception was -66.67%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCSSX and VOO. For additional features, visit the drawdowns tool.
Volatility
FCSSX vs. VOO - Volatility Comparison
The current volatility for Fidelity Series Commodity Strategy Fund (FCSSX) is 3.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.94%. This indicates that FCSSX 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.