FINVX vs. VOO
Compare and contrast key facts about Fidelity Series International Value Fund (FINVX) and Vanguard S&P 500 ETF (VOO).
FINVX is managed by Fidelity. It was launched on Dec 3, 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: FINVX or VOO.
Correlation
The correlation between FINVX and VOO is 0.75, 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
FINVX vs. VOO - Performance Comparison
Key characteristics
FINVX:
0.26
VOO:
2.22
FINVX:
0.43
VOO:
2.95
FINVX:
1.05
VOO:
1.42
FINVX:
0.28
VOO:
3.27
FINVX:
1.00
VOO:
14.57
FINVX:
3.61%
VOO:
1.90%
FINVX:
13.88%
VOO:
12.47%
FINVX:
-42.48%
VOO:
-33.99%
FINVX:
-12.35%
VOO:
-1.77%
Returns By Period
In the year-to-date period, FINVX achieves a 2.74% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, FINVX has underperformed VOO with an annualized return of 5.17%, while VOO has yielded a comparatively higher 13.12% annualized return.
FINVX
2.74%
-5.81%
-5.22%
3.61%
6.98%
5.17%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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FINVX vs. VOO - Expense Ratio Comparison
FINVX has a 0.01% 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
FINVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Value Fund (FINVX) 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
FINVX vs. VOO - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 0.07%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 0.07% | 3.29% | 3.33% | 5.02% | 2.83% | 3.68% | 4.05% | 2.90% | 2.43% | 2.14% | 12.37% | 4.61% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FINVX vs. VOO - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.48%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FINVX and VOO. For additional features, visit the drawdowns tool.
Volatility
FINVX vs. VOO - Volatility Comparison
Fidelity Series International Value Fund (FINVX) has a higher volatility of 5.53% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. This indicates that FINVX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.