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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGLGX or VOO.
Correlation
The correlation between FGLGX and VOO is 0.91, 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.
Performance
FGLGX vs. VOO - Performance Comparison
Key characteristics
FGLGX:
1.60
VOO:
2.25
FGLGX:
2.12
VOO:
2.98
FGLGX:
1.31
VOO:
1.42
FGLGX:
2.16
VOO:
3.31
FGLGX:
7.31
VOO:
14.77
FGLGX:
2.85%
VOO:
1.90%
FGLGX:
13.00%
VOO:
12.46%
FGLGX:
-36.42%
VOO:
-33.99%
FGLGX:
-5.91%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FGLGX achieves a 19.09% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, FGLGX has underperformed VOO with an annualized return of 8.24%, while VOO has yielded a comparatively higher 13.08% annualized return.
FGLGX
19.09%
-3.79%
1.71%
19.52%
10.80%
8.24%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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%.
Risk-Adjusted Performance
FGLGX vs. VOO - Risk-Adjusted Performance 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.
Dividends
FGLGX vs. VOO - Dividend Comparison
FGLGX's dividend yield for the trailing twelve months is around 0.79%, less than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | 0.79% | 1.83% | 1.98% | 2.46% | 5.31% | 2.40% | 2.82% | 1.82% | 1.69% | 5.25% | 4.77% | 3.64% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
FGLGX vs. VOO - Volatility Comparison
Fidelity Series Large Cap Stock Fund (FGLGX) has a higher volatility of 4.09% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that FGLGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.