FIOOX vs. VIG
Compare and contrast key facts about Fidelity Series Large Cap Value Index Fund (FIOOX) and Vanguard Dividend Appreciation ETF (VIG).
FIOOX is managed by Fidelity. It was launched on Nov 7, 2013. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIOOX or VIG.
Performance
FIOOX vs. VIG - Performance Comparison
Returns By Period
In the year-to-date period, FIOOX achieves a 19.17% return, which is significantly higher than VIG's 18.20% return. Over the past 10 years, FIOOX has underperformed VIG with an annualized return of 9.21%, while VIG has yielded a comparatively higher 11.55% annualized return.
FIOOX
19.17%
1.04%
9.99%
27.85%
10.37%
9.21%
VIG
18.20%
-0.63%
9.31%
24.30%
12.53%
11.55%
Key characteristics
| FIOOX | VIG | |
|---|---|---|
| Sharpe Ratio | 2.56 | 2.45 |
| Sortino Ratio | 3.60 | 3.44 |
| Omega Ratio | 1.46 | 1.45 |
| Calmar Ratio | 5.09 | 4.78 |
| Martin Ratio | 15.94 | 15.69 |
| Ulcer Index | 1.74% | 1.55% |
| Daily Std Dev | 10.82% | 9.93% |
| Max Drawdown | -38.31% | -46.81% |
| Current Drawdown | -1.30% | -2.13% |
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FIOOX vs. VIG - Expense Ratio Comparison
FIOOX has a 0.00% expense ratio, which is lower than VIG's 0.06% 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 FIOOX and VIG is 0.91, 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
FIOOX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Value Index Fund (FIOOX) and Vanguard Dividend Appreciation ETF (VIG). 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
FIOOX vs. VIG - Dividend Comparison
FIOOX's dividend yield for the trailing twelve months is around 1.90%, more than VIG's 1.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIOOX Fidelity Series Large Cap Value Index Fund | 1.90% | 2.24% | 2.38% | 1.95% | 2.18% | 2.54% | 2.99% | 2.36% | 1.63% | 3.16% | 5.87% | 0.34% |
VIG Vanguard Dividend Appreciation ETF | 1.72% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
FIOOX vs. VIG - Drawdown Comparison
The maximum FIOOX drawdown since its inception was -38.31%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for FIOOX and VIG. For additional features, visit the drawdowns tool.
Volatility
FIOOX vs. VIG - Volatility Comparison
Fidelity Series Large Cap Value Index Fund (FIOOX) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 3.66% and 3.57%, 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.