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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHOFX or VTSAX.
Key characteristics
| FHOFX | VTSAX | |
|---|---|---|
| YTD Return | 20.82% | 17.69% |
| 1Y Return | 33.13% | 27.64% |
| 3Y Return (Ann) | 9.39% | 8.23% |
| 5Y Return (Ann) | 18.92% | 14.53% |
| Sharpe Ratio | 1.92 | 2.09 |
| Daily Std Dev | 17.09% | 13.05% |
| Max Drawdown | -32.62% | -55.34% |
| Current Drawdown | -4.66% | -0.64% |
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.
Performance
FHOFX vs. VTSAX - Performance Comparison
In the year-to-date period, FHOFX achieves a 20.82% return, which is significantly higher than VTSAX's 17.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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%.
Risk-Adjusted Performance
FHOFX vs. VTSAX - Risk-Adjusted Performance 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.
Dividends
FHOFX vs. VTSAX - Dividend Comparison
FHOFX's dividend yield for the trailing twelve months is around 0.67%, less than VTSAX's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHOFX Fidelity Series Large Cap Growth Index Fund | 0.67% | 0.83% | 1.41% | 3.02% | 2.91% | 1.30% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.03% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
FHOFX vs. VTSAX - Drawdown Comparison
The maximum FHOFX drawdown since its inception was -32.62%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for FHOFX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
FHOFX vs. VTSAX - Volatility Comparison
Fidelity Series Large Cap Growth Index Fund (FHOFX) has a higher volatility of 5.65% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.07%. 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.