FGLGX vs. VOO

In the year-to-date period, FGLGX achieves a 5.62% return, which is significantly higher than VOO's 1.19% return. Both investments have delivered pretty close results over the past 10 years, with FGLGX having a 13.22% annualized return and VOO not far behind at 12.85%.

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FGLGX 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Stock Fund (FGLGX) 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.

The current FGLGX Sharpe Ratio is 0.85, which is comparable to the VOO Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of FGLGX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FGLGX's dividend yield for the trailing twelve months is around 7.56%, more than VOO's 1.28% yield.

The maximum FGLGX drawdown since its inception was -36.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FGLGX and VOO.

The current volatility for Fidelity Series Large Cap Stock Fund (FGLGX) is 4.16%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.76%. This indicates that FGLGX 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.