FHQFX vs. VOO
Compare and contrast key facts about Fidelity Series Treasury Bill Index Fund (FHQFX) and Vanguard S&P 500 ETF (VOO).
FHQFX is managed by Fidelity Investments. It was launched on Aug 28, 2018. 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: FHQFX or VOO.
Correlation
The correlation between FHQFX and VOO is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FHQFX vs. VOO - Performance Comparison
Key characteristics
FHQFX:
3.66
VOO:
1.89
FHQFX:
23.36
VOO:
2.54
FHQFX:
11.45
VOO:
1.35
FHQFX:
53.18
VOO:
2.83
FHQFX:
132.63
VOO:
11.83
FHQFX:
0.04%
VOO:
2.02%
FHQFX:
1.46%
VOO:
12.66%
FHQFX:
-0.20%
VOO:
-33.99%
FHQFX:
0.00%
VOO:
-0.42%
Returns By Period
In the year-to-date period, FHQFX achieves a 0.37% return, which is significantly lower than VOO's 4.17% return.
FHQFX
0.37%
0.37%
2.52%
5.37%
2.56%
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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FHQFX vs. VOO - Expense Ratio Comparison
FHQFX 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
FHQFX vs. VOO — Risk-Adjusted Performance Rank
FHQFX
VOO
FHQFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Treasury Bill Index Fund (FHQFX) 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
FHQFX vs. VOO - Dividend Comparison
FHQFX's dividend yield for the trailing twelve months is around 5.02%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHQFX Fidelity Series Treasury Bill Index Fund | 5.02% | 5.10% | 5.13% | 1.82% | 0.06% | 0.85% | 2.31% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FHQFX vs. VOO - Drawdown Comparison
The maximum FHQFX drawdown since its inception was -0.20%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FHQFX and VOO. For additional features, visit the drawdowns tool.
Volatility
FHQFX vs. VOO - Volatility Comparison
The current volatility for Fidelity Series Treasury Bill Index Fund (FHQFX) is 0.37%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that FHQFX 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.