FLPKX vs. VOO
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Vanguard S&P 500 ETF (VOO).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008. 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: FLPKX or VOO.
Correlation
The correlation between FLPKX and VOO is 0.85, 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
FLPKX vs. VOO - Performance Comparison
Key characteristics
FLPKX:
-0.03
VOO:
2.21
FLPKX:
0.05
VOO:
2.92
FLPKX:
1.01
VOO:
1.41
FLPKX:
-0.02
VOO:
3.34
FLPKX:
-0.08
VOO:
14.07
FLPKX:
6.95%
VOO:
2.01%
FLPKX:
15.28%
VOO:
12.80%
FLPKX:
-50.13%
VOO:
-33.99%
FLPKX:
-25.28%
VOO:
-1.36%
Returns By Period
In the year-to-date period, FLPKX achieves a 2.29% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, FLPKX has underperformed VOO with an annualized return of 0.26%, while VOO has yielded a comparatively higher 13.52% annualized return.
FLPKX
2.29%
2.97%
-12.32%
-1.71%
-2.06%
0.26%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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FLPKX vs. VOO - Expense Ratio Comparison
FLPKX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FLPKX vs. VOO — Risk-Adjusted Performance Rank
FLPKX
VOO
FLPKX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund Class K (FLPKX) 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
FLPKX vs. VOO - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 2.13%, more than VOO's 1.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Low-Priced Stock Fund Class K | 2.13% | 2.18% | 2.11% | 1.28% | 1.63% | 1.85% | 1.86% | 2.06% | 1.55% | 1.30% | 5.31% | 7.13% |
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
FLPKX vs. VOO - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -50.13%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FLPKX and VOO. For additional features, visit the drawdowns tool.
Volatility
FLPKX vs. VOO - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock Fund Class K (FLPKX) is 4.20%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. This indicates that FLPKX 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.