FICVX vs. VOO
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class I (FICVX) and Vanguard S&P 500 ETF (VOO).
FICVX is managed by Fidelity. It was launched on Feb 19, 2009. 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: FICVX or VOO.
Correlation
The correlation between FICVX and VOO is 0.84, 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
FICVX vs. VOO - Performance Comparison
Key characteristics
FICVX:
0.99
VOO:
1.76
FICVX:
1.33
VOO:
2.37
FICVX:
1.18
VOO:
1.32
FICVX:
0.41
VOO:
2.66
FICVX:
3.61
VOO:
11.10
FICVX:
2.93%
VOO:
2.02%
FICVX:
10.68%
VOO:
12.79%
FICVX:
-36.24%
VOO:
-33.99%
FICVX:
-16.93%
VOO:
-2.11%
Returns By Period
In the year-to-date period, FICVX achieves a 1.31% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, FICVX has underperformed VOO with an annualized return of 3.05%, while VOO has yielded a comparatively higher 13.03% annualized return.
FICVX
1.31%
-2.53%
4.06%
11.53%
3.77%
3.05%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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FICVX vs. VOO - Expense Ratio Comparison
FICVX has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FICVX vs. VOO — Risk-Adjusted Performance Rank
FICVX
VOO
FICVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class I (FICVX) 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
FICVX vs. VOO - Dividend Comparison
FICVX's dividend yield for the trailing twelve months is around 3.24%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FICVX Fidelity Advisor Convertible Securities Fund Class I | 3.24% | 3.28% | 2.12% | 2.29% | 1.63% | 2.87% | 1.45% | 3.82% | 2.58% | 3.34% | 2.83% | 5.97% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FICVX vs. VOO - Drawdown Comparison
The maximum FICVX drawdown since its inception was -36.24%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FICVX and VOO. For additional features, visit the drawdowns tool.
Volatility
FICVX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Convertible Securities Fund Class I (FICVX) is 3.06%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that FICVX 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.