FCVSX vs. VOO
Compare and contrast key facts about Fidelity Convertible Securities Fund (FCVSX) and Vanguard S&P 500 ETF (VOO).
FCVSX is managed by Fidelity. It was launched on Jan 5, 1987. 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: FCVSX or VOO.
Correlation
The correlation between FCVSX and VOO is 0.84, 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
FCVSX vs. VOO - Performance Comparison
Key characteristics
FCVSX:
1.13
VOO:
1.73
FCVSX:
1.51
VOO:
2.34
FCVSX:
1.21
VOO:
1.32
FCVSX:
0.46
VOO:
2.61
FCVSX:
4.26
VOO:
10.89
FCVSX:
2.80%
VOO:
2.02%
FCVSX:
10.61%
VOO:
12.77%
FCVSX:
-58.76%
VOO:
-33.99%
FCVSX:
-15.22%
VOO:
-1.05%
Returns By Period
In the year-to-date period, FCVSX achieves a 3.26% return, which is significantly higher than VOO's 2.97% return. Over the past 10 years, FCVSX has underperformed VOO with an annualized return of 3.40%, while VOO has yielded a comparatively higher 13.21% annualized return.
FCVSX
3.26%
3.26%
9.04%
12.91%
4.19%
3.40%
VOO
2.97%
3.78%
11.71%
23.82%
14.14%
13.21%
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FCVSX vs. VOO - Expense Ratio Comparison
FCVSX has a 0.67% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FCVSX vs. VOO — Risk-Adjusted Performance Rank
FCVSX
VOO
FCVSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Convertible Securities Fund (FCVSX) 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
FCVSX vs. VOO - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 3.20%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 3.20% | 3.30% | 2.13% | 2.35% | 1.66% | 2.90% | 1.45% | 3.84% | 2.60% | 3.35% | 2.86% | 5.99% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FCVSX vs. VOO - Drawdown Comparison
The maximum FCVSX drawdown since its inception was -58.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCVSX and VOO. For additional features, visit the drawdowns tool.
Volatility
FCVSX vs. VOO - Volatility Comparison
The current volatility for Fidelity Convertible Securities Fund (FCVSX) is 2.93%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.44%. This indicates that FCVSX 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.