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:
0.07
VOO:
0.34
FITLX:
0.20
VOO:
0.53
FITLX:
1.03
VOO:
1.07
FITLX:
0.08
VOO:
0.42
FITLX:
0.29
VOO:
1.60
FITLX:
3.89%
VOO:
3.13%
FITLX:
16.03%
VOO:
14.67%
FITLX:
-34.35%
VOO:
-33.99%
FITLX:
-13.48%
VOO:
-12.03%
Returns By Period
In the year-to-date period, FITLX achieves a -9.41% return, which is significantly lower than VOO's -7.97% return.
FITLX
-9.41%
-6.23%
-6.59%
1.24%
18.01%
N/A
VOO
-7.97%
-6.52%
-4.67%
4.91%
18.59%
11.99%
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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 1.43%, more than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITLX Fidelity US Sustainability Index Fund | 1.43% | 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 | 1.41% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 7.19% and 7.31%, 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.