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FFLV vs. VDIGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FFLV and VDIGX is 0.72, 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.


-0.50.00.51.00.7

Performance

FFLV vs. VDIGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Fundamental Large Cap Value ETF (FFLV) and Vanguard Dividend Growth Fund (VDIGX). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
4.80%
3.22%
FFLV
VDIGX

Key characteristics

Daily Std Dev

FFLV:

13.41%

VDIGX:

8.80%

Max Drawdown

FFLV:

-8.65%

VDIGX:

-45.23%

Current Drawdown

FFLV:

-8.33%

VDIGX:

-5.05%

Returns By Period


FFLV

YTD

N/A

1M

-5.30%

6M

6.00%

1Y

N/A

5Y*

N/A

10Y*

N/A

VDIGX

YTD

9.73%

1M

-1.96%

6M

3.49%

1Y

10.70%

5Y*

9.61%

10Y*

10.44%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FFLV vs. VDIGX - Expense Ratio Comparison

FFLV has a 0.38% expense ratio, which is higher than VDIGX's 0.27% expense ratio.


FFLV
Fidelity Fundamental Large Cap Value ETF
Expense ratio chart for FFLV: current value at 0.38% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.38%
Expense ratio chart for VDIGX: current value at 0.27% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.27%

Risk-Adjusted Performance

FFLV vs. VDIGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Fundamental Large Cap Value ETF (FFLV) and Vanguard Dividend Growth Fund (VDIGX). 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.


Sharpe ratio
No data
FFLV
VDIGX


Chart placeholderNot enough data

Dividends

FFLV vs. VDIGX - Dividend Comparison

FFLV's dividend yield for the trailing twelve months is around 1.00%, less than VDIGX's 1.68% yield.


TTM20232022202120202019201820172016201520142013
FFLV
Fidelity Fundamental Large Cap Value ETF
1.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VDIGX
Vanguard Dividend Growth Fund
1.68%1.69%1.67%1.46%1.62%1.72%2.15%1.92%1.92%1.93%1.91%1.80%

Drawdowns

FFLV vs. VDIGX - Drawdown Comparison

The maximum FFLV drawdown since its inception was -8.65%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for FFLV and VDIGX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.33%
-5.05%
FFLV
VDIGX

Volatility

FFLV vs. VDIGX - Volatility Comparison

Fidelity Fundamental Large Cap Value ETF (FFLV) has a higher volatility of 3.73% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.87%. This indicates that FFLV's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
3.73%
2.87%
FFLV
VDIGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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