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:
1.02
VOO:
0.57
FINVX:
1.45
VOO:
0.92
FINVX:
1.20
VOO:
1.13
FINVX:
1.27
VOO:
0.58
FINVX:
4.14
VOO:
2.42
FINVX:
4.46%
VOO:
4.51%
FINVX:
18.09%
VOO:
19.17%
FINVX:
-42.69%
VOO:
-33.99%
FINVX:
-1.42%
VOO:
-10.56%
Returns By Period
In the year-to-date period, FINVX achieves a 16.69% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, FINVX has underperformed VOO with an annualized return of 6.23%, while VOO has yielded a comparatively higher 12.02% annualized return.
FINVX
16.69%
-0.57%
11.41%
17.15%
18.32%
6.23%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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 Rank
FINVX
VOO
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 4.00%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 4.00% | 4.66% | 3.29% | 3.33% | 5.02% | 2.83% | 3.68% | 4.05% | 2.90% | 2.43% | 2.14% | 12.37% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FINVX vs. VOO - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.69%, 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
The current volatility for Fidelity Series International Value Fund (FINVX) is 11.89%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that FINVX 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.