FHOFX vs. VTSAX
Compare and contrast key facts about Fidelity Series Large Cap Growth Index Fund (FHOFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
FHOFX is managed by Fidelity. It was launched on Aug 17, 2018. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
FHOFX vs. VTSAX - Performance Comparison
Loading graphics...
FHOFX vs. VTSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHOFX Fidelity Series Large Cap Growth Index Fund | -13.01% | 18.55% | 33.37% | 42.77% | -29.13% | 27.68% | 38.39% | 36.38% | -15.37% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | -6.75% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -13.99% |
Returns By Period
In the year-to-date period, FHOFX achieves a -13.01% return, which is significantly lower than VTSAX's -6.75% return.
FHOFX
- 1D
- -0.42%
- 1M
- -8.63%
- YTD
- -13.01%
- 6M
- -12.04%
- 1Y
- 14.54%
- 3Y*
- 19.73%
- 5Y*
- 11.97%
- 10Y*
- —
VTSAX
- 1D
- -0.46%
- 1M
- -7.71%
- YTD
- -6.75%
- 6M
- -4.47%
- 1Y
- 14.76%
- 3Y*
- 16.69%
- 5Y*
- 10.11%
- 10Y*
- 13.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FHOFX vs. VTSAX - Expense Ratio Comparison
FHOFX has a 0.00% expense ratio, which is lower than VTSAX's 0.04% 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
FHOFX vs. VTSAX — Risk / Return Rank
FHOFX
VTSAX
FHOFX vs. VTSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Growth Index Fund (FHOFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.
| FHOFX | VTSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.84 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.29 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.05 | -0.32 |
Martin ratioReturn relative to average drawdown | 2.52 | 5.08 | -2.56 |
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
| FHOFX | VTSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.84 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.59 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.43 | +0.20 |
Correlation
The correlation between FHOFX and VTSAX 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
FHOFX vs. VTSAX - Dividend Comparison
FHOFX's dividend yield for the trailing twelve months is around 1.12%, less than VTSAX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHOFX Fidelity Series Large Cap Growth Index Fund | 1.12% | 0.97% | 0.55% | 0.83% | 1.41% | 3.02% | 2.91% | 1.30% | 0.56% | 0.00% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.20% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
Drawdowns
FHOFX vs. VTSAX - Drawdown Comparison
The maximum FHOFX drawdown since its inception was -32.62%, smaller than the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for FHOFX and VTSAX.
Loading graphics...
Drawdown Indicators
| FHOFX | VTSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.62% | -55.33% | +22.71% |
Max Drawdown (1Y)Largest decline over 1 year | -16.13% | -12.41% | -3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -32.62% | -25.36% | -7.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.97% | — |
Current DrawdownCurrent decline from peak | -16.13% | -8.92% | -7.21% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -9.06% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 2.56% | +2.06% |
Volatility
FHOFX vs. VTSAX - Volatility Comparison
Fidelity Series Large Cap Growth Index Fund (FHOFX) has a higher volatility of 5.35% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.39%. This indicates that FHOFX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FHOFX | VTSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.39% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 9.33% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.33% | 18.42% | +3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.50% | 17.32% | +4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.27% | 18.37% | +4.90% |