FDCAX vs. VOO
Compare and contrast key facts about Fidelity Capital Appreciation Fund (FDCAX) and Vanguard S&P 500 ETF (VOO).
FDCAX is managed by Fidelity. It was launched on Nov 26, 1986. 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: FDCAX or VOO.
Correlation
The correlation between FDCAX and VOO is 0.92, 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
FDCAX vs. VOO - Performance Comparison
Key characteristics
FDCAX:
0.09
VOO:
1.89
FDCAX:
0.23
VOO:
2.54
FDCAX:
1.05
VOO:
1.35
FDCAX:
0.10
VOO:
2.83
FDCAX:
0.26
VOO:
11.83
FDCAX:
7.46%
VOO:
2.02%
FDCAX:
21.44%
VOO:
12.66%
FDCAX:
-58.11%
VOO:
-33.99%
FDCAX:
-15.53%
VOO:
-0.42%
Returns By Period
The year-to-date returns for both investments are quite close, with FDCAX having a 4.08% return and VOO slightly higher at 4.17%. Over the past 10 years, FDCAX has underperformed VOO with an annualized return of 3.43%, while VOO has yielded a comparatively higher 13.26% annualized return.
FDCAX
4.08%
-0.48%
-7.19%
2.81%
4.23%
3.43%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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FDCAX vs. VOO - Expense Ratio Comparison
FDCAX has a 0.84% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FDCAX vs. VOO — Risk-Adjusted Performance Rank
FDCAX
VOO
FDCAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Capital Appreciation Fund (FDCAX) 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
FDCAX vs. VOO - Dividend Comparison
FDCAX's dividend yield for the trailing twelve months is around 0.25%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCAX Fidelity Capital Appreciation Fund | 0.25% | 0.26% | 0.37% | 0.43% | 0.39% | 0.03% | 0.69% | 0.91% | 0.95% | 1.24% | 14.02% | 11.82% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FDCAX vs. VOO - Drawdown Comparison
The maximum FDCAX drawdown since its inception was -58.11%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDCAX and VOO. For additional features, visit the drawdowns tool.
Volatility
FDCAX vs. VOO - Volatility Comparison
Fidelity Capital Appreciation Fund (FDCAX) has a higher volatility of 4.08% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that FDCAX'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.