FDMLX vs. VOO
Compare and contrast key facts about Fidelity Series Intrinsic Opportunities Fund (FDMLX) and Vanguard S&P 500 ETF (VOO).
FDMLX is managed by Fidelity. It was launched on Dec 6, 2012. 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: FDMLX or VOO.
Correlation
The correlation between FDMLX and VOO 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
FDMLX vs. VOO - Performance Comparison
Key characteristics
FDMLX:
0.23
VOO:
1.88
FDMLX:
0.42
VOO:
2.52
FDMLX:
1.05
VOO:
1.34
FDMLX:
0.07
VOO:
2.87
FDMLX:
0.69
VOO:
12.06
FDMLX:
5.23%
VOO:
2.01%
FDMLX:
15.82%
VOO:
12.80%
FDMLX:
-57.30%
VOO:
-33.99%
FDMLX:
-48.31%
VOO:
-1.31%
Returns By Period
In the year-to-date period, FDMLX achieves a 3.95% return, which is significantly higher than VOO's 2.69% return. Over the past 10 years, FDMLX has underperformed VOO with an annualized return of 0.02%, while VOO has yielded a comparatively higher 13.49% annualized return.
FDMLX
3.95%
4.34%
-2.29%
4.79%
-5.30%
0.02%
VOO
2.69%
2.95%
13.66%
23.41%
15.01%
13.49%
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FDMLX vs. VOO - Expense Ratio Comparison
FDMLX has a 0.00% expense ratio, which is lower than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
FDMLX
VOO
FDMLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Intrinsic Opportunities Fund (FDMLX) 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
FDMLX vs. VOO - Dividend Comparison
FDMLX's dividend yield for the trailing twelve months is around 2.20%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDMLX Fidelity Series Intrinsic Opportunities Fund | 2.20% | 2.29% | 2.40% | 3.06% | 2.57% | 2.40% | 3.20% | 2.73% | 1.57% | 1.27% | 7.44% | 5.77% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FDMLX vs. VOO - Drawdown Comparison
The maximum FDMLX drawdown since its inception was -57.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDMLX and VOO. For additional features, visit the drawdowns tool.
Volatility
FDMLX vs. VOO - Volatility Comparison
The current volatility for Fidelity Series Intrinsic Opportunities Fund (FDMLX) is 3.53%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.94%. This indicates that FDMLX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.