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 0.93, 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:
-0.20
VOO:
0.75
FDCAX:
-0.08
VOO:
1.15
FDCAX:
0.98
VOO:
1.17
FDCAX:
-0.16
VOO:
0.77
FDCAX:
-0.40
VOO:
3.04
FDCAX:
12.76%
VOO:
4.72%
FDCAX:
25.68%
VOO:
19.15%
FDCAX:
-58.11%
VOO:
-33.99%
FDCAX:
-21.17%
VOO:
-7.30%
Returns By Period
In the year-to-date period, FDCAX achieves a -2.87% return, which is significantly higher than VOO's -3.02% return. Over the past 10 years, FDCAX has underperformed VOO with an annualized return of 2.98%, while VOO has yielded a comparatively higher 12.58% annualized return.
FDCAX
-2.87%
6.33%
-16.60%
-7.13%
5.77%
2.98%
VOO
-3.02%
5.37%
-0.14%
12.28%
16.67%
12.58%
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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 0.27%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCAX Fidelity Capital Appreciation Fund | 0.27% | 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 | 1.34% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.91% and 13.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.