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:
0.11
VOO:
-0.07
FINVX:
0.25
VOO:
0.01
FINVX:
1.03
VOO:
1.00
FINVX:
0.15
VOO:
-0.07
FINVX:
0.45
VOO:
-0.36
FINVX:
4.14%
VOO:
3.31%
FINVX:
16.35%
VOO:
15.79%
FINVX:
-42.69%
VOO:
-33.99%
FINVX:
-12.76%
VOO:
-17.13%
Returns By Period
In the year-to-date period, FINVX achieves a 3.27% return, which is significantly higher than VOO's -13.30% return. Over the past 10 years, FINVX has underperformed VOO with an annualized return of 5.22%, while VOO has yielded a comparatively higher 11.35% annualized return.
FINVX
3.27%
-10.73%
-4.06%
2.68%
17.03%
5.22%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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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 4.52%, more than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 4.52% | 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 | 1.50% | 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
Fidelity Series International Value Fund (FINVX) and Vanguard S&P 500 ETF (VOO) have volatilities of 9.17% and 9.12%, 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.