Correlation
The correlation between FCVSX and VOOG 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.
FCVSX vs. VOOG
Compare and contrast key facts about Fidelity Convertible Securities Fund (FCVSX) and Vanguard S&P 500 Growth ETF (VOOG).
FCVSX is managed by Fidelity. It was launched on Jan 5, 1987. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Performance
FCVSX vs. VOOG - Performance Comparison
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Key characteristics
FCVSX:
0.95
VOOG:
0.81
FCVSX:
1.29
VOOG:
1.14
FCVSX:
1.17
VOOG:
1.16
FCVSX:
0.82
VOOG:
0.81
FCVSX:
2.80
VOOG:
2.71
FCVSX:
4.26%
VOOG:
6.66%
FCVSX:
13.52%
VOOG:
25.20%
FCVSX:
-58.76%
VOOG:
-32.73%
FCVSX:
-3.53%
VOOG:
-2.88%
Returns By Period
In the year-to-date period, FCVSX achieves a 1.57% return, which is significantly lower than VOOG's 2.14% return. Over the past 10 years, FCVSX has underperformed VOOG with an annualized return of 8.51%, while VOOG has yielded a comparatively higher 14.84% annualized return.
FCVSX
1.57%
3.75%
-3.35%
12.80%
8.22%
10.69%
8.51%
VOOG
2.14%
9.55%
2.92%
20.35%
17.26%
16.67%
14.84%
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FCVSX vs. VOOG - Expense Ratio Comparison
FCVSX has a 0.67% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
FCVSX vs. VOOG — Risk-Adjusted Performance Rank
FCVSX
VOOG
FCVSX vs. VOOG - 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 Growth ETF (VOOG). 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.
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Dividends
FCVSX vs. VOOG - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 7.63%, more than VOOG's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 7.63% | 7.47% | 2.13% | 3.78% | 20.64% | 10.75% | 3.28% | 9.86% | 4.67% | 4.90% | 10.41% | 5.31% |
VOOG Vanguard S&P 500 Growth ETF | 0.55% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
FCVSX vs. VOOG - Drawdown Comparison
The maximum FCVSX drawdown since its inception was -58.76%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FCVSX and VOOG.
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Volatility
FCVSX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Convertible Securities Fund (FCVSX) is 2.94%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. This indicates that FCVSX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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