FFIDX vs. VOO
Compare and contrast key facts about Fidelity Fund (FFIDX) and Vanguard S&P 500 ETF (VOO).
FFIDX is managed by Fidelity. It was launched on Apr 30, 1930. 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.
Performance
FFIDX vs. VOO - Performance Comparison
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FFIDX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | -9.36% | 20.04% | 27.13% | 30.93% | -25.88% | 33.22% | 26.43% | 33.46% | -5.31% | 23.28% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FFIDX achieves a -9.36% return, which is significantly lower than VOO's -4.42% return. Both investments have delivered pretty close results over the past 10 years, with FFIDX having a 14.09% annualized return and VOO not far behind at 14.05%.
FFIDX
- 1D
- -0.04%
- 1M
- -7.66%
- YTD
- -9.36%
- 6M
- -5.63%
- 1Y
- 18.26%
- 3Y*
- 18.29%
- 5Y*
- 11.53%
- 10Y*
- 14.09%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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FFIDX vs. VOO - Expense Ratio Comparison
FFIDX has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FFIDX vs. VOO — Risk / Return Rank
FFIDX
VOO
FFIDX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Fund (FFIDX) 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.
| FFIDX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.98 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.50 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.53 | -0.25 |
Martin ratioReturn relative to average drawdown | 5.30 | 7.29 | -1.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FFIDX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.98 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.70 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.78 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.83 | -0.37 |
Correlation
The correlation between FFIDX and VOO is 0.96, 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.
Dividends
FFIDX vs. VOO - Dividend Comparison
FFIDX's dividend yield for the trailing twelve months is around 1.30%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | 1.30% | 1.18% | 0.00% | 2.41% | 0.67% | 4.60% | 2.71% | 5.41% | 7.40% | 11.12% | 7.01% | 5.48% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FFIDX vs. VOO - Drawdown Comparison
The maximum FFIDX drawdown since its inception was -55.35%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FFIDX and VOO.
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Drawdown Indicators
| FFIDX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.35% | -33.99% | -21.36% |
Max Drawdown (1Y)Largest decline over 1 year | -12.01% | -11.98% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -30.33% | -24.52% | -5.81% |
Max Drawdown (10Y)Largest decline over 10 years | -30.66% | -33.99% | +3.33% |
Current DrawdownCurrent decline from peak | -10.87% | -6.29% | -4.58% |
Average DrawdownAverage peak-to-trough decline | -11.89% | -3.72% | -8.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.52% | +0.38% |
Volatility
FFIDX vs. VOO - Volatility Comparison
The current volatility for Fidelity Fund (FFIDX) is 4.37%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that FFIDX 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.
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Volatility by Period
| FFIDX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 5.29% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 9.44% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.29% | 18.10% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.18% | 16.82% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.38% | 17.99% | +1.39% |