FIOOX vs. LEXCX
Compare and contrast key facts about Fidelity Series Large Cap Value Index Fund (FIOOX) and Voya Corporate Leaders Trust Fund (LEXCX).
FIOOX is managed by Fidelity. It was launched on Nov 7, 2013. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
FIOOX vs. LEXCX - Performance Comparison
Loading graphics...
FIOOX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIOOX Fidelity Series Large Cap Value Index Fund | 2.08% | 15.95% | 14.34% | 11.60% | -7.56% | 25.23% | 2.85% | 26.57% | -8.28% | 11.06% |
LEXCX Voya Corporate Leaders Trust Fund | 15.63% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Returns By Period
In the year-to-date period, FIOOX achieves a 2.08% return, which is significantly lower than LEXCX's 15.63% return. Over the past 10 years, FIOOX has underperformed LEXCX with an annualized return of 10.29%, while LEXCX has yielded a comparatively higher 11.90% annualized return.
FIOOX
- 1D
- 2.09%
- 1M
- -4.71%
- YTD
- 2.08%
- 6M
- 5.91%
- 1Y
- 15.98%
- 3Y*
- 14.34%
- 5Y*
- 9.25%
- 10Y*
- 10.29%
LEXCX
- 1D
- 0.32%
- 1M
- -0.30%
- YTD
- 15.63%
- 6M
- 12.84%
- 1Y
- 14.00%
- 3Y*
- 13.10%
- 5Y*
- 11.78%
- 10Y*
- 11.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIOOX vs. LEXCX - Expense Ratio Comparison
FIOOX has a 0.00% expense ratio, which is lower than LEXCX's 0.52% expense ratio.
Return for Risk
FIOOX vs. LEXCX — Risk / Return Rank
FIOOX
LEXCX
FIOOX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Value Index Fund (FIOOX) and Voya Corporate Leaders Trust Fund (LEXCX). 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.
| FIOOX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.92 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.40 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.10 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.78 | 3.77 | +3.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FIOOX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.92 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.74 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.64 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.53 | +0.02 |
Correlation
The correlation between FIOOX and LEXCX is 0.84, 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
FIOOX vs. LEXCX - Dividend Comparison
FIOOX's dividend yield for the trailing twelve months is around 3.46%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIOOX Fidelity Series Large Cap Value Index Fund | 3.46% | 3.66% | 3.30% | 4.31% | 4.39% | 6.12% | 2.59% | 6.82% | 4.99% | 1.74% | 2.48% | 6.77% |
LEXCX Voya Corporate Leaders Trust Fund | 1.43% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
Drawdowns
FIOOX vs. LEXCX - Drawdown Comparison
The maximum FIOOX drawdown since its inception was -38.31%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for FIOOX and LEXCX.
Loading graphics...
Drawdown Indicators
| FIOOX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.31% | -50.42% | +12.11% |
Max Drawdown (1Y)Largest decline over 1 year | -11.84% | -12.78% | +0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -19.75% | +0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -38.31% | -39.21% | +0.90% |
Current DrawdownCurrent decline from peak | -4.86% | -0.55% | -4.31% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -7.14% | +3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 3.75% | -1.24% |
Volatility
FIOOX vs. LEXCX - Volatility Comparison
Fidelity Series Large Cap Value Index Fund (FIOOX) has a higher volatility of 4.40% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 3.32%. This indicates that FIOOX's price experiences larger fluctuations and is considered to be riskier than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FIOOX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 3.32% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.32% | 9.42% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 17.71% | -1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.87% | 16.39% | -1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 18.90% | -1.52% |