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.
Performance
FINVX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, FINVX achieves a 9.08% return, which is significantly lower than VOO's 26.58% return. Over the past 10 years, FINVX has underperformed VOO with an annualized return of 6.04%, while VOO has yielded a comparatively higher 13.22% annualized return.
FINVX
9.08%
-1.77%
-1.09%
15.40%
9.04%
6.04%
VOO
26.58%
3.05%
13.23%
32.77%
15.74%
13.22%
Key characteristics
| FINVX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.17 | 2.69 |
| Sortino Ratio | 1.61 | 3.59 |
| Omega Ratio | 1.20 | 1.50 |
| Calmar Ratio | 1.82 | 3.88 |
| Martin Ratio | 5.79 | 17.58 |
| Ulcer Index | 2.66% | 1.86% |
| Daily Std Dev | 13.15% | 12.19% |
| Max Drawdown | -42.48% | -33.99% |
| Current Drawdown | -6.94% | -0.53% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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%.
Correlation
The correlation between FINVX and VOO is 0.76, 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.
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 3.02%, more than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 3.02% | 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 | 1.24% | 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
The current volatility for Fidelity Series International Value Fund (FINVX) is 3.61%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.99%. 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.