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.
Performance
FCTDX vs. VOO - Performance Comparison
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FCTDX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | -6.05% | 15.63% | 23.13% | 26.72% | -17.93% | 25.40% | 22.20% | 29.99% | -5.32% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -1.39% |
Returns By Period
In the year-to-date period, FCTDX achieves a -6.05% return, which is significantly lower than VOO's -4.42% return.
FCTDX
- 1D
- -2.17%
- 1M
- -8.51%
- YTD
- -6.05%
- 6M
- -3.15%
- 1Y
- 13.62%
- 3Y*
- 16.48%
- 5Y*
- 10.15%
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
FCTDX vs. VOO — Risk / Return Rank
FCTDX
VOO
FCTDX vs. VOO - Risk-Adjusted Trends 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.
| FCTDX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.98 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.50 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.53 | -1.29 |
Martin ratioReturn relative to average drawdown | 0.92 | 7.29 | -6.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCTDX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.98 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.70 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.83 | -0.16 |
Correlation
The correlation between FCTDX and VOO is 0.95, 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.
Dividends
FCTDX vs. VOO - Dividend Comparison
FCTDX's dividend yield for the trailing twelve months is around 2.02%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 2.02% | 1.90% | 4.33% | 2.26% | 5.75% | 7.90% | 2.73% | 2.89% | 2.38% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| FCTDX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.51% | -33.99% | -0.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -11.98% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -24.52% | -0.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -8.96% | -6.29% | -2.67% |
Average DrawdownAverage peak-to-trough decline | -5.28% | -3.72% | -1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 2.52% | +2.53% |
Volatility
FCTDX vs. VOO - Volatility Comparison
The current volatility for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) is 4.47%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that FCTDX 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.
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Volatility by Period
| FCTDX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 5.29% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 9.44% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 18.10% | +1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 16.82% | +0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.74% | 17.99% | +1.75% |