FFLV vs. VDIGX

In the year-to-date period, FFLV achieves a -0.85% return, which is significantly higher than VDIGX's -3.14% return.

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

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.

The current FFLV Sharpe Ratio is 0.18, which is higher than the VDIGX Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of FFLV and VDIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFLV's dividend yield for the trailing twelve months is around 1.77%, less than VDIGX's 1.93% yield.

The maximum FFLV drawdown since its inception was -16.71%, smaller than the maximum VDIGX drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for FFLV and VDIGX. For additional features, visit the drawdowns tool.