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.
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
Key characteristics
FCTDX:
1.99
VOO:
2.21
FCTDX:
2.69
VOO:
2.93
FCTDX:
1.37
VOO:
1.41
FCTDX:
3.02
VOO:
3.25
FCTDX:
12.65
VOO:
14.47
FCTDX:
2.02%
VOO:
1.90%
FCTDX:
12.85%
VOO:
12.43%
FCTDX:
-34.51%
VOO:
-33.99%
FCTDX:
-3.86%
VOO:
-2.87%
Returns By Period
In the year-to-date period, FCTDX achieves a 24.08% return, which is significantly lower than VOO's 25.49% return.
FCTDX
24.08%
-0.72%
7.93%
24.07%
14.54%
N/A
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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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 0.95%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 0.95% | 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 | 0.91% | 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) has a higher volatility of 3.92% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that FCTDX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.