FITMX vs. VOO

In the year-to-date period, FITMX achieves a 19.94% return, which is significantly higher than VOO's 0.90% return.

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FITMX has a 0.18% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI International Momentum Index Fund (FITMX) 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.

The current FITMX Sharpe Ratio is 0.97, which is higher than the VOO Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of FITMX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FITMX's dividend yield for the trailing twelve months is around 2.92%, more than VOO's 1.29% yield.

The maximum FITMX drawdown since its inception was -34.68%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FITMX and VOO.

The current volatility for Fidelity SAI International Momentum Index Fund (FITMX) is 3.30%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that FITMX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.