FDMLX vs. VOE
Compare and contrast key facts about Fidelity Series Intrinsic Opportunities Fund (FDMLX) and Vanguard Mid-Cap Value ETF (VOE).
FDMLX is managed by Fidelity. It was launched on Dec 6, 2012. VOE is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Value Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDMLX or VOE.
Correlation
The correlation between FDMLX and VOE is 1.00, 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
FDMLX vs. VOE - Performance Comparison
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Key characteristics
FDMLX:
13.15%
VOE:
16.63%
FDMLX:
-0.49%
VOE:
-61.54%
FDMLX:
0.00%
VOE:
-8.47%
Returns By Period
FDMLX
N/A
N/A
N/A
N/A
N/A
N/A
VOE
-0.93%
6.34%
-6.16%
5.61%
15.43%
7.98%
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FDMLX vs. VOE - Expense Ratio Comparison
FDMLX has a 0.00% expense ratio, which is lower than VOE's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FDMLX vs. VOE — Risk-Adjusted Performance Rank
FDMLX
VOE
FDMLX vs. VOE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Intrinsic Opportunities Fund (FDMLX) and Vanguard Mid-Cap Value ETF (VOE). 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.
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Dividends
FDMLX vs. VOE - Dividend Comparison
FDMLX's dividend yield for the trailing twelve months is around 2.34%, which matches VOE's 2.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDMLX Fidelity Series Intrinsic Opportunities Fund | 2.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOE Vanguard Mid-Cap Value ETF | 2.35% | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.92% | 2.05% | 1.67% |
Drawdowns
FDMLX vs. VOE - Drawdown Comparison
The maximum FDMLX drawdown since its inception was -0.49%, smaller than the maximum VOE drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for FDMLX and VOE. For additional features, visit the drawdowns tool.
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Volatility
FDMLX vs. VOE - Volatility Comparison
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