FLVCX vs. VOO
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund (FLVCX) and Vanguard S&P 500 ETF (VOO).
FLVCX is managed by Fidelity. It was launched on Dec 19, 2000. 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.
Performance
FLVCX vs. VOO - Performance Comparison
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FLVCX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | -7.01% | 20.34% | 26.95% | 26.10% | -22.99% | 26.08% | 26.74% | 35.60% | -16.43% | 20.92% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FLVCX achieves a -7.01% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, FLVCX has underperformed VOO with an annualized return of 12.73%, while VOO has yielded a comparatively higher 14.05% annualized return.
FLVCX
- 1D
- -2.55%
- 1M
- -11.46%
- YTD
- -7.01%
- 6M
- -6.89%
- 1Y
- 25.63%
- 3Y*
- 18.63%
- 5Y*
- 9.69%
- 10Y*
- 12.73%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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FLVCX vs. VOO - Expense Ratio Comparison
FLVCX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FLVCX vs. VOO — Risk / Return Rank
FLVCX
VOO
FLVCX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) 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.
| FLVCX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.98 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.50 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.53 | 0.00 |
Martin ratioReturn relative to average drawdown | 5.56 | 7.29 | -1.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLVCX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.98 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.70 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.78 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.83 | -0.33 |
Correlation
The correlation between FLVCX and VOO is 0.91, 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.
Dividends
FLVCX vs. VOO - Dividend Comparison
FLVCX's dividend yield for the trailing twelve months is around 5.08%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 5.08% | 4.72% | 14.53% | 12.19% | 18.49% | 8.40% | 0.11% | 0.10% | 19.91% | 18.96% | 27.48% | 6.18% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FLVCX vs. VOO - Drawdown Comparison
The maximum FLVCX drawdown since its inception was -70.02%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FLVCX and VOO.
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Drawdown Indicators
| FLVCX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -33.99% | -36.03% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -11.98% | -2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -28.54% | -24.52% | -4.02% |
Max Drawdown (10Y)Largest decline over 10 years | -44.14% | -33.99% | -10.15% |
Current DrawdownCurrent decline from peak | -13.06% | -6.29% | -6.77% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -3.72% | -7.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 2.52% | +1.43% |
Volatility
FLVCX vs. VOO - Volatility Comparison
Fidelity Leveraged Company Stock Fund (FLVCX) has a higher volatility of 8.24% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that FLVCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLVCX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 5.29% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 9.44% | +6.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.02% | 18.10% | +8.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 16.82% | +5.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.22% | 17.99% | +5.23% |