Correlation
The correlation between FFIDX and VDE is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FFIDX vs. VDE
Compare and contrast key facts about Fidelity Fund (FFIDX) and Vanguard Energy ETF (VDE).
FFIDX is managed by Fidelity. It was launched on Apr 30, 1930. VDE is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Energy 25/50 Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFIDX or VDE.
Performance
FFIDX vs. VDE - Performance Comparison
Loading data...
Key characteristics
FFIDX:
0.42
VDE:
-0.30
FFIDX:
0.62
VDE:
-0.30
FFIDX:
1.09
VDE:
0.96
FFIDX:
0.34
VDE:
-0.42
FFIDX:
1.12
VDE:
-1.07
FFIDX:
6.79%
VDE:
8.29%
FFIDX:
22.85%
VDE:
25.45%
FFIDX:
-55.29%
VDE:
-74.16%
FFIDX:
-5.72%
VDE:
-15.22%
Returns By Period
In the year-to-date period, FFIDX achieves a -0.11% return, which is significantly higher than VDE's -5.16% return. Over the past 10 years, FFIDX has outperformed VDE with an annualized return of 12.89%, while VDE has yielded a comparatively lower 3.89% annualized return.
FFIDX
-0.11%
7.79%
-2.34%
9.45%
15.61%
14.94%
12.89%
VDE
-5.16%
2.05%
-13.57%
-7.60%
1.57%
21.96%
3.89%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FFIDX vs. VDE - Expense Ratio Comparison
FFIDX has a 0.45% expense ratio, which is higher than VDE's 0.10% expense ratio.
Risk-Adjusted Performance
FFIDX vs. VDE — Risk-Adjusted Performance Rank
FFIDX
VDE
FFIDX vs. VDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Fund (FFIDX) and Vanguard Energy ETF (VDE). 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.
Loading data...
Dividends
FFIDX vs. VDE - Dividend Comparison
FFIDX has not paid dividends to shareholders, while VDE's dividend yield for the trailing twelve months is around 3.43%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | 0.00% | 0.00% | 2.41% | 0.67% | 4.60% | 2.96% | 5.41% | 7.40% | 11.61% | 7.01% | 5.48% | 11.61% |
VDE Vanguard Energy ETF | 3.43% | 3.23% | 3.34% | 3.65% | 4.13% | 4.76% | 3.59% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% |
Drawdowns
FFIDX vs. VDE - Drawdown Comparison
The maximum FFIDX drawdown since its inception was -55.29%, smaller than the maximum VDE drawdown of -74.16%. Use the drawdown chart below to compare losses from any high point for FFIDX and VDE.
Loading data...
Volatility
FFIDX vs. VDE - Volatility Comparison
The current volatility for Fidelity Fund (FFIDX) is 4.96%, while Vanguard Energy ETF (VDE) has a volatility of 5.37%. This indicates that FFIDX experiences smaller price fluctuations and is considered to be less risky than VDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...