FGLGX vs. VOO
Compare and contrast key facts about Fidelity Series Large Cap Stock Fund (FGLGX) and Vanguard S&P 500 ETF (VOO).
FGLGX is managed by Fidelity. It was launched on Dec 6, 2012. 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
FGLGX vs. VOO - Performance Comparison
Loading graphics...
FGLGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | -4.68% | 28.57% | 27.45% | 24.80% | -7.23% | 26.53% | 10.01% | 32.37% | -8.95% | 16.64% |
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, FGLGX achieves a -4.68% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, FGLGX has outperformed VOO with an annualized return of 15.16%, while VOO has yielded a comparatively lower 14.05% annualized return.
FGLGX
- 1D
- -0.59%
- 1M
- -7.96%
- YTD
- -4.68%
- 6M
- 0.33%
- 1Y
- 25.34%
- 3Y*
- 22.22%
- 5Y*
- 15.33%
- 10Y*
- 15.16%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGLGX vs. VOO - Expense Ratio Comparison
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%.
Return for Risk
FGLGX vs. VOO — Risk / Return Rank
FGLGX
VOO
FGLGX vs. VOO - Risk-Adjusted Trends Comparison
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.
| FGLGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.98 | +0.44 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.50 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.53 | +0.38 |
Martin ratioReturn relative to average drawdown | 8.85 | 7.29 | +1.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FGLGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.98 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.70 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.78 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.83 | -0.01 |
Correlation
The correlation between FGLGX and VOO is 0.93, 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
FGLGX vs. VOO - Dividend Comparison
FGLGX's dividend yield for the trailing twelve months is around 10.32%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | 10.32% | 9.84% | 7.99% | 5.29% | 6.55% | 9.22% | 5.36% | 7.25% | 12.29% | 4.61% | 1.69% | 5.94% |
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
FGLGX vs. VOO - Drawdown Comparison
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.
Loading graphics...
Drawdown Indicators
| FGLGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.42% | -33.99% | -2.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -11.98% | -0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -21.21% | -24.52% | +3.31% |
Max Drawdown (10Y)Largest decline over 10 years | -36.42% | -33.99% | -2.43% |
Current DrawdownCurrent decline from peak | -9.43% | -6.29% | -3.14% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -3.72% | -0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.52% | +0.11% |
Volatility
FGLGX vs. VOO - Volatility Comparison
The current volatility for Fidelity Series Large Cap Stock Fund (FGLGX) is 4.44%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. 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.
Loading graphics...
Volatility by Period
| FGLGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 5.29% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 9.44% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.22% | 18.10% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 16.82% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.35% | 17.99% | +0.36% |