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.
Correlation
The correlation between FCVSX and VOOG is 0.81, 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. VOOG - Performance Comparison
Key characteristics
FCVSX:
1.28
VOOG:
1.76
FCVSX:
1.70
VOOG:
2.31
FCVSX:
1.24
VOOG:
1.32
FCVSX:
0.52
VOOG:
2.46
FCVSX:
4.73
VOOG:
9.50
FCVSX:
2.86%
VOOG:
3.33%
FCVSX:
10.56%
VOOG:
18.04%
FCVSX:
-58.76%
VOOG:
-32.73%
FCVSX:
-14.15%
VOOG:
-0.01%
Returns By Period
In the year-to-date period, FCVSX achieves a 4.57% return, which is significantly lower than VOOG's 5.09% return. Over the past 10 years, FCVSX has underperformed VOOG with an annualized return of 3.45%, while VOOG has yielded a comparatively higher 15.29% annualized return.
FCVSX
4.57%
1.33%
8.88%
13.53%
4.30%
3.45%
VOOG
5.09%
2.73%
14.13%
32.32%
16.39%
15.29%
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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.
Dividends
FCVSX vs. VOOG - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 3.16%, more than VOOG's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 3.16% | 3.30% | 2.13% | 2.35% | 1.66% | 2.90% | 1.45% | 3.84% | 2.60% | 3.35% | 2.86% | 5.99% |
VOOG Vanguard S&P 500 Growth ETF | 0.47% | 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. For additional features, visit the drawdowns tool.
Volatility
FCVSX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Convertible Securities Fund (FCVSX) is 2.62%, 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.