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.
Performance
FCVSX vs. VOO - Performance Comparison
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FCVSX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 4.06% | 8.52% | 13.91% | 11.42% | -15.33% | 9.95% | 42.52% | 28.58% | -1.29% | 9.03% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FCVSX achieves a 4.06% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, FCVSX has underperformed VOO with an annualized return of 11.05%, while VOO has yielded a comparatively higher 14.14% annualized return.
FCVSX
- 1D
- 2.65%
- 1M
- -4.07%
- YTD
- 4.06%
- 6M
- -4.40%
- 1Y
- 16.70%
- 3Y*
- 11.27%
- 5Y*
- 4.84%
- 10Y*
- 11.05%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
FCVSX vs. VOO — Risk / Return Rank
FCVSX
VOO
FCVSX vs. VOO - Risk-Adjusted Trends 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.
| FCVSX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.01 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.53 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.55 | -0.14 |
Martin ratioReturn relative to average drawdown | 4.29 | 7.31 | -3.02 |
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
| FCVSX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.01 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.71 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.79 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.83 | -0.13 |
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.
Dividends
FCVSX vs. VOO - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 2.13%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 2.13% | 2.21% | 7.47% | 2.13% | 3.78% | 20.64% | 10.75% | 3.28% | 9.86% | 4.11% | 4.90% | 10.41% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| FCVSX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.76% | -33.99% | -24.77% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -11.98% | +1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -24.52% | +0.34% |
Max Drawdown (10Y)Largest decline over 10 years | -25.08% | -33.99% | +8.91% |
Current DrawdownCurrent decline from peak | -7.05% | -5.55% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -3.72% | -3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 2.55% | +0.98% |
Volatility
FCVSX vs. VOO - Volatility Comparison
Fidelity Convertible Securities Fund (FCVSX) has a higher volatility of 6.86% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that FCVSX'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.
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Volatility by Period
| FCVSX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 5.34% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 15.63% | 9.47% | +6.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 18.11% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.83% | 16.82% | -2.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.74% | 17.99% | -4.25% |