FCTDX vs. VOO
Compare and contrast key facts about Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Vanguard S&P 500 ETF (VOO).
FCTDX is managed by Fidelity. It was launched on Mar 20, 2018. 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: FCTDX or VOO.
Key characteristics
| FCTDX | VOO | |
|---|---|---|
| YTD Return | 25.60% | 26.13% |
| 1Y Return | 33.43% | 33.91% |
| 3Y Return (Ann) | 8.93% | 9.98% |
| 5Y Return (Ann) | 15.68% | 15.61% |
| Sharpe Ratio | 2.68 | 2.82 |
| Sortino Ratio | 3.63 | 3.76 |
| Omega Ratio | 1.50 | 1.53 |
| Calmar Ratio | 3.95 | 4.05 |
| Martin Ratio | 17.37 | 18.48 |
| Ulcer Index | 1.93% | 1.85% |
| Daily Std Dev | 12.49% | 12.12% |
| Max Drawdown | -34.51% | -33.99% |
| Current Drawdown | -1.25% | -0.88% |
Correlation
The correlation between FCTDX and VOO is 0.98, 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
FCTDX vs. VOO - Performance Comparison
The year-to-date returns for both investments are quite close, with FCTDX having a 25.60% return and VOO slightly higher at 26.13%. 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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FCTDX vs. VOO - Expense Ratio Comparison
FCTDX has a 0.61% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FCTDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) 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
FCTDX vs. VOO - Dividend Comparison
FCTDX's dividend yield for the trailing twelve months is around 0.94%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 0.94% | 1.05% | 1.22% | 0.80% | 1.33% | 1.50% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FCTDX vs. VOO - Drawdown Comparison
The maximum FCTDX drawdown since its inception was -34.51%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCTDX and VOO. For additional features, visit the drawdowns tool.
Volatility
FCTDX vs. VOO - Volatility Comparison
Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.87% and 3.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.