FLCNX vs. VTI
Compare and contrast key facts about Fidelity Contrafund K6 (FLCNX) and Vanguard Total Stock Market ETF (VTI).
FLCNX is managed by Fidelity. It was launched on May 25, 2017. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCNX or VTI.
Key characteristics
| FLCNX | VTI | |
|---|---|---|
| YTD Return | 37.19% | 26.15% |
| 1Y Return | 43.58% | 35.28% |
| 3Y Return (Ann) | 10.63% | 8.67% |
| 5Y Return (Ann) | 18.59% | 15.15% |
| Sharpe Ratio | 2.99 | 3.04 |
| Sortino Ratio | 3.97 | 4.05 |
| Omega Ratio | 1.56 | 1.57 |
| Calmar Ratio | 4.16 | 4.47 |
| Martin Ratio | 18.39 | 19.73 |
| Ulcer Index | 2.48% | 1.94% |
| Daily Std Dev | 15.25% | 12.58% |
| Max Drawdown | -32.07% | -55.45% |
| Current Drawdown | -0.35% | -0.44% |
Correlation
The correlation between FLCNX and VTI is 0.92, 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
FLCNX vs. VTI - Performance Comparison
In the year-to-date period, FLCNX achieves a 37.19% return, which is significantly higher than VTI's 26.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FLCNX vs. VTI - Expense Ratio Comparison
FLCNX has a 0.45% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
FLCNX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund K6 (FLCNX) and Vanguard Total Stock Market ETF (VTI). 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
FLCNX vs. VTI - Dividend Comparison
FLCNX's dividend yield for the trailing twelve months is around 0.39%, less than VTI's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCNX Fidelity Contrafund K6 | 0.39% | 0.49% | 0.62% | 0.20% | 0.21% | 0.30% | 0.33% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
FLCNX vs. VTI - Drawdown Comparison
The maximum FLCNX drawdown since its inception was -32.07%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FLCNX and VTI. For additional features, visit the drawdowns tool.
Volatility
FLCNX vs. VTI - Volatility Comparison
Fidelity Contrafund K6 (FLCNX) has a higher volatility of 4.46% compared to Vanguard Total Stock Market ETF (VTI) at 3.97%. This indicates that FLCNX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.