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:
-0.43
VOO:
1.01
FDMLX:
-0.49
VOO:
1.41
FDMLX:
0.94
VOO:
1.19
FDMLX:
-0.13
VOO:
1.58
FDMLX:
-1.12
VOO:
6.08
FDMLX:
6.06%
VOO:
2.19%
FDMLX:
15.88%
VOO:
13.13%
FDMLX:
-57.30%
VOO:
-33.99%
FDMLX:
-51.21%
VOO:
-6.56%
Returns By Period
In the year-to-date period, FDMLX achieves a -1.88% return, which is significantly higher than VOO's -2.25% return. Over the past 10 years, FDMLX has underperformed VOO with an annualized return of -0.70%, while VOO has yielded a comparatively higher 12.69% annualized return.
FDMLX
-1.88%
-5.70%
-7.69%
-7.61%
-4.75%
-0.70%
VOO
-2.25%
-4.82%
4.94%
13.87%
15.87%
12.69%
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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 2.33%, more than VOO's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDMLX Fidelity Series Intrinsic Opportunities Fund | 2.33% | 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 | 1.27% | 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 4.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.56%. 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.