FITLX vs. VOOG
Compare and contrast key facts about Fidelity US Sustainability Index Fund (FITLX) and Vanguard S&P 500 Growth ETF (VOOG).
FITLX is managed by Fidelity. It was launched on May 9, 2017. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Correlation
The correlation between FITLX and VOOG is 0.95, 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. VOOG - Performance Comparison
Key characteristics
FITLX:
0.37
VOOG:
0.67
FITLX:
0.66
VOOG:
1.06
FITLX:
1.09
VOOG:
1.15
FITLX:
0.37
VOOG:
0.75
FITLX:
1.42
VOOG:
2.65
FITLX:
5.27%
VOOG:
6.26%
FITLX:
20.26%
VOOG:
24.87%
FITLX:
-34.35%
VOOG:
-32.73%
FITLX:
-12.30%
VOOG:
-12.91%
Returns By Period
The year-to-date returns for both stocks are quite close, with FITLX having a -8.17% return and VOOG slightly lower at -8.41%.
FITLX
-8.17%
-5.18%
-7.49%
6.10%
15.36%
N/A
VOOG
-8.41%
-4.90%
-4.16%
14.66%
16.15%
13.65%
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FITLX vs. VOOG - Expense Ratio Comparison
FITLX has a 0.11% expense ratio, which is higher than VOOG's 0.10% 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. VOOG — Risk-Adjusted Performance Rank
FITLX
VOOG
FITLX vs. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
FITLX's dividend yield for the trailing twelve months is around 1.41%, more than VOOG's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITLX Fidelity US Sustainability Index Fund | 1.41% | 1.29% | 1.12% | 1.49% | 0.81% | 1.01% | 1.27% | 1.37% | 0.71% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.61% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
FITLX vs. VOOG - Drawdown Comparison
The maximum FITLX drawdown since its inception was -34.35%, roughly equal to the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FITLX and VOOG. For additional features, visit the drawdowns tool.
Volatility
FITLX vs. VOOG - Volatility Comparison
The current volatility for Fidelity US Sustainability Index Fund (FITLX) is 13.84%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 16.43%. This indicates that FITLX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.