FI vs. VGT
Compare and contrast key facts about Fiserv Inc. (FI) and Vanguard Information Technology ETF (VGT).
VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FI or VGT.
Correlation
The correlation between FI and VGT is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FI vs. VGT - Performance Comparison
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Key characteristics
FI:
0.18
VGT:
0.40
FI:
0.43
VGT:
0.82
FI:
1.09
VGT:
1.11
FI:
0.19
VGT:
0.50
FI:
0.72
VGT:
1.61
FI:
8.62%
VGT:
8.39%
FI:
35.28%
VGT:
30.15%
FI:
-37.85%
VGT:
-54.63%
FI:
-31.78%
VGT:
-6.99%
Returns By Period
In the year-to-date period, FI achieves a -21.03% return, which is significantly lower than VGT's -3.19% return. Over the past 10 years, FI has underperformed VGT with an annualized return of 16.55%, while VGT has yielded a comparatively higher 19.64% annualized return.
FI
-21.03%
-21.81%
-25.57%
6.19%
19.28%
9.31%
16.55%
VGT
-3.19%
22.25%
-1.66%
11.97%
22.08%
19.45%
19.64%
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Risk-Adjusted Performance
FI vs. VGT — Risk-Adjusted Performance Rank
FI
VGT
FI vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiserv Inc. (FI) and Vanguard Information Technology ETF (VGT). 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.
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Dividends
FI vs. VGT - Dividend Comparison
FI has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FI Fiserv Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.06% | 5.08% | 7.87% | 7.61% |
VGT Vanguard Information Technology ETF | 0.53% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FI vs. VGT - Drawdown Comparison
The maximum FI drawdown since its inception was -37.85%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FI and VGT. For additional features, visit the drawdowns tool.
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Volatility
FI vs. VGT - Volatility Comparison
Fiserv Inc. (FI) has a higher volatility of 28.22% compared to Vanguard Information Technology ETF (VGT) at 7.21%. This indicates that FI's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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