FDEQX vs. VYM
Compare and contrast key facts about Fidelity Disciplined Equity Fund (FDEQX) and Vanguard High Dividend Yield ETF (VYM).
FDEQX is managed by Fidelity. It was launched on Dec 28, 1988. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEQX or VYM.
Correlation
The correlation between FDEQX and VYM is 0.83, 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
FDEQX vs. VYM - Performance Comparison
Key characteristics
FDEQX:
0.59
VYM:
1.99
FDEQX:
0.84
VYM:
2.80
FDEQX:
1.13
VYM:
1.36
FDEQX:
0.89
VYM:
3.60
FDEQX:
2.22
VYM:
10.37
FDEQX:
4.86%
VYM:
2.08%
FDEQX:
18.42%
VYM:
10.87%
FDEQX:
-54.60%
VYM:
-56.98%
FDEQX:
-8.89%
VYM:
-0.34%
Returns By Period
In the year-to-date period, FDEQX achieves a 3.62% return, which is significantly lower than VYM's 5.49% return. Over the past 10 years, FDEQX has underperformed VYM with an annualized return of 8.52%, while VYM has yielded a comparatively higher 10.15% annualized return.
FDEQX
3.62%
-0.64%
0.22%
12.04%
10.49%
8.52%
VYM
5.49%
1.25%
9.93%
20.93%
11.04%
10.15%
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FDEQX vs. VYM - Expense Ratio Comparison
FDEQX has a 0.79% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
FDEQX vs. VYM — Risk-Adjusted Performance Rank
FDEQX
VYM
FDEQX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Disciplined Equity Fund (FDEQX) and Vanguard High Dividend Yield ETF (VYM). 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
FDEQX vs. VYM - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 0.27%, less than VYM's 2.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | 0.27% | 0.28% | 0.37% | 0.26% | 0.00% | 0.02% | 0.54% | 1.75% | 1.17% | 1.46% | 7.45% | 8.86% |
VYM Vanguard High Dividend Yield ETF | 2.60% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
FDEQX vs. VYM - Drawdown Comparison
The maximum FDEQX drawdown since its inception was -54.60%, roughly equal to the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FDEQX and VYM. For additional features, visit the drawdowns tool.
Volatility
FDEQX vs. VYM - Volatility Comparison
Fidelity Disciplined Equity Fund (FDEQX) has a higher volatility of 5.43% compared to Vanguard High Dividend Yield ETF (VYM) at 2.46%. This indicates that FDEQX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.