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FIFNX vs. VOO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIFNX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Founders Fund (FIFNX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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FIFNX vs. VOO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FIFNX
Fidelity Founders Fund
-10.12%16.34%36.44%33.95%-26.69%19.00%47.20%13.95%
VOO
Vanguard S&P 500 ETF
-4.42%17.82%24.98%26.32%-18.17%28.79%18.32%17.65%

Returns By Period

In the year-to-date period, FIFNX achieves a -10.12% return, which is significantly lower than VOO's -4.42% return.


FIFNX

1D
-0.33%
1M
-10.05%
YTD
-10.12%
6M
-10.79%
1Y
12.87%
3Y*
19.99%
5Y*
10.01%
10Y*

VOO

1D
2.86%
1M
-5.01%
YTD
-4.42%
6M
-1.84%
1Y
17.67%
3Y*
18.27%
5Y*
11.75%
10Y*
14.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIFNX vs. VOO - Expense Ratio Comparison

FIFNX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.


Return for Risk

FIFNX vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIFNX
FIFNX Risk / Return Rank: 2727
Overall Rank
FIFNX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
FIFNX Sortino Ratio Rank: 2828
Sortino Ratio Rank
FIFNX Omega Ratio Rank: 2929
Omega Ratio Rank
FIFNX Calmar Ratio Rank: 2626
Calmar Ratio Rank
FIFNX Martin Ratio Rank: 2727
Martin Ratio Rank

VOO
VOO Risk / Return Rank: 6565
Overall Rank
VOO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 6262
Sortino Ratio Rank
VOO Omega Ratio Rank: 6666
Omega Ratio Rank
VOO Calmar Ratio Rank: 6565
Calmar Ratio Rank
VOO Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIFNX vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Founders Fund (FIFNX) 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.


FIFNXVOODifference

Sharpe ratio

Return per unit of total volatility

0.61

0.98

-0.37

Sortino ratio

Return per unit of downside risk

1.01

1.50

-0.49

Omega ratio

Gain probability vs. loss probability

1.15

1.23

-0.08

Calmar ratio

Return relative to maximum drawdown

0.75

1.53

-0.78

Martin ratio

Return relative to average drawdown

2.95

7.29

-4.35

FIFNX vs. VOO - Sharpe Ratio Comparison

The current FIFNX Sharpe Ratio is 0.61, which is lower than the VOO Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of FIFNX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FIFNXVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.61

0.98

-0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.70

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.83

-0.14

Correlation

The correlation between FIFNX and VOO is 0.90, 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

FIFNX vs. VOO - Dividend Comparison

FIFNX's dividend yield for the trailing twelve months is around 2.68%, more than VOO's 1.19% yield.


TTM20252024202320222021202020192018201720162015
FIFNX
Fidelity Founders Fund
2.68%2.40%6.31%0.11%2.54%6.17%0.00%0.09%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.19%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Drawdowns

FIFNX vs. VOO - Drawdown Comparison

The maximum FIFNX drawdown since its inception was -32.52%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FIFNX and VOO.


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Drawdown Indicators


FIFNXVOODifference

Max Drawdown

Largest peak-to-trough decline

-32.52%

-33.99%

+1.47%

Max Drawdown (1Y)

Largest decline over 1 year

-13.04%

-11.98%

-1.06%

Max Drawdown (5Y)

Largest decline over 5 years

-32.52%

-24.52%

-8.00%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

-12.27%

-6.29%

-5.98%

Average Drawdown

Average peak-to-trough decline

-8.14%

-3.72%

-4.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.34%

2.52%

+0.82%

Volatility

FIFNX vs. VOO - Volatility Comparison

Fidelity Founders Fund (FIFNX) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.47% and 5.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIFNXVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.47%

5.29%

+0.18%

Volatility (6M)

Calculated over the trailing 6-month period

10.67%

9.44%

+1.23%

Volatility (1Y)

Calculated over the trailing 1-year period

20.79%

18.10%

+2.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.14%

16.82%

+4.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.67%

17.99%

+4.68%