FITLX vs. VOO
Compare and contrast key facts about Fidelity US Sustainability Index Fund (FITLX) and Vanguard S&P 500 ETF (VOO).
FITLX is managed by Fidelity. It was launched on May 9, 2017. 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: FITLX or VOO.
Correlation
The correlation between FITLX and VOO is 0.98, 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
FITLX vs. VOO - Performance Comparison
Key characteristics
FITLX:
1.30
VOO:
1.76
FITLX:
1.80
VOO:
2.37
FITLX:
1.24
VOO:
1.32
FITLX:
1.97
VOO:
2.66
FITLX:
7.31
VOO:
11.10
FITLX:
2.57%
VOO:
2.02%
FITLX:
14.47%
VOO:
12.79%
FITLX:
-34.35%
VOO:
-33.99%
FITLX:
-3.61%
VOO:
-2.11%
Returns By Period
In the year-to-date period, FITLX achieves a 0.93% return, which is significantly lower than VOO's 2.40% return.
FITLX
0.93%
-3.14%
4.89%
15.80%
13.76%
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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FITLX vs. VOO - Expense Ratio Comparison
FITLX has a 0.11% expense ratio, which is higher than VOO's 0.03% expense ratio. However, 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
FITLX vs. VOO — Risk-Adjusted Performance Rank
FITLX
VOO
FITLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity US Sustainability Index Fund (FITLX) 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
FITLX vs. VOO - Dividend Comparison
FITLX's dividend yield for the trailing twelve months is around 1.28%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITLX Fidelity US Sustainability Index Fund | 1.28% | 1.29% | 1.12% | 1.49% | 0.81% | 1.01% | 1.27% | 1.37% | 0.71% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FITLX vs. VOO - Drawdown Comparison
The maximum FITLX drawdown since its inception was -34.35%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FITLX and VOO. For additional features, visit the drawdowns tool.
Volatility
FITLX vs. VOO - Volatility Comparison
Fidelity US Sustainability Index Fund (FITLX) has a higher volatility of 4.16% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that FITLX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.