FCTDX vs. VPMAX
Compare and contrast key facts about Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
FCTDX is managed by Fidelity. It was launched on Mar 20, 2018. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
FCTDX vs. VPMAX - Performance Comparison
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FCTDX vs. VPMAX - 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% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | -5.86% | 54.11% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% | 27.88% | -1.04% |
Returns By Period
The year-to-date returns for both investments are quite close, with FCTDX having a -6.05% return and VPMAX slightly higher at -5.86%.
FCTDX
- 1D
- -2.17%
- 1M
- -8.51%
- YTD
- -6.05%
- 6M
- -3.15%
- 1Y
- 13.62%
- 3Y*
- 16.48%
- 5Y*
- 10.15%
- 10Y*
- —
VPMAX
- 1D
- -1.19%
- 1M
- -10.43%
- YTD
- -5.86%
- 6M
- 22.85%
- 1Y
- 46.58%
- 3Y*
- 25.38%
- 5Y*
- 14.62%
- 10Y*
- 16.53%
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FCTDX vs. VPMAX - Expense Ratio Comparison
FCTDX has a 0.61% expense ratio, which is higher than VPMAX's 0.31% expense ratio.
Return for Risk
FCTDX vs. VPMAX — Risk / Return Rank
FCTDX
VPMAX
FCTDX vs. VPMAX - 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 PRIMECAP Fund Admiral Shares (VPMAX). 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 | VPMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.64 | -0.91 |
Sortino ratioReturn per unit of downside risk | 1.21 | 3.07 | -1.86 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.44 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 3.21 | -2.97 |
Martin ratioReturn relative to average drawdown | 0.92 | 14.01 | -13.08 |
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 | VPMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.64 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.73 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.83 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.61 | +0.05 |
Correlation
The correlation between FCTDX and VPMAX is 0.91, 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. VPMAX - Dividend Comparison
FCTDX's dividend yield for the trailing twelve months is around 2.02%, less than VPMAX's 33.83% 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% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 33.83% | 31.85% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
Drawdowns
FCTDX vs. VPMAX - Drawdown Comparison
The maximum FCTDX drawdown since its inception was -34.51%, smaller than the maximum VPMAX drawdown of -48.32%. Use the drawdown chart below to compare losses from any high point for FCTDX and VPMAX.
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Drawdown Indicators
| FCTDX | VPMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.51% | -48.32% | +13.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -13.75% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -25.21% | +0.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.65% | — |
Current DrawdownCurrent decline from peak | -8.96% | -11.72% | +2.76% |
Average DrawdownAverage peak-to-trough decline | -5.28% | -6.61% | +1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 3.15% | +1.90% |
Volatility
FCTDX vs. VPMAX - Volatility Comparison
The current volatility for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) is 4.47%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 5.57%. This indicates that FCTDX experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCTDX | VPMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 5.57% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 21.87% | -12.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 28.87% | -9.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 20.12% | -2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.74% | 20.09% | -0.35% |