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 Apr 5, 2019.
Performance
FCVSX vs. VOOG - Performance Comparison
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FCVSX vs. VOOG - 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% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, FCVSX achieves a 4.06% return, which is significantly higher than VOOG's -6.97% return. Over the past 10 years, FCVSX has underperformed VOOG with an annualized return of 11.05%, while VOOG has yielded a comparatively higher 15.86% 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%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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FCVSX vs. VOOG - Expense Ratio Comparison
FCVSX has a 0.67% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
FCVSX vs. VOOG — Risk / Return Rank
FCVSX
VOOG
FCVSX vs. VOOG - 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 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.
| FCVSX | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.05 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.62 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.76 | -0.34 |
Martin ratioReturn relative to average drawdown | 4.29 | 6.81 | -2.52 |
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 | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.05 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.59 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.77 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.84 | -0.14 |
Correlation
The correlation between FCVSX and VOOG is 0.82, 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. VOOG - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 2.13%, more than VOOG's 0.53% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
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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Drawdown Indicators
| FCVSX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.76% | -32.73% | -26.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -13.71% | +3.03% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -32.73% | +8.55% |
Max Drawdown (10Y)Largest decline over 10 years | -25.08% | -32.73% | +7.65% |
Current DrawdownCurrent decline from peak | -7.05% | -9.07% | +2.02% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -5.01% | -2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 3.54% | -0.01% |
Volatility
FCVSX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Convertible Securities Fund (FCVSX) is 6.86%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. 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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Volatility by Period
| FCVSX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 7.28% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 15.63% | 12.68% | +2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 22.28% | -3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.83% | 21.16% | -7.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.74% | 20.65% | -6.91% |