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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLVCX or VOO.
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.
Performance
FLVCX vs. VOO - Performance Comparison
Key characteristics
FLVCX:
0.86
VOO:
2.21
FLVCX:
1.18
VOO:
2.92
FLVCX:
1.17
VOO:
1.41
FLVCX:
0.61
VOO:
3.34
FLVCX:
3.71
VOO:
14.07
FLVCX:
4.94%
VOO:
2.01%
FLVCX:
21.35%
VOO:
12.80%
FLVCX:
-69.76%
VOO:
-33.99%
FLVCX:
-18.00%
VOO:
-1.36%
Returns By Period
In the year-to-date period, FLVCX achieves a 5.73% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, FLVCX has underperformed VOO with an annualized return of 0.37%, while VOO has yielded a comparatively higher 13.52% annualized return.
FLVCX
5.73%
3.02%
0.79%
17.23%
4.23%
0.37%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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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.
Risk-Adjusted Performance
FLVCX vs. VOO — Risk-Adjusted Performance Rank
FLVCX
VOO
FLVCX vs. VOO - Risk-Adjusted Performance 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.
Dividends
FLVCX vs. VOO - Dividend Comparison
FLVCX's dividend yield for the trailing twelve months is around 0.78%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 0.78% | 0.82% | 0.62% | 0.80% | 0.24% | 0.11% | 0.10% | 0.00% | 0.20% | 1.12% | 8.18% | 1.52% |
VOO 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
FLVCX vs. VOO - Drawdown Comparison
The maximum FLVCX drawdown since its inception was -69.76%, 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. For additional features, visit the drawdowns tool.
Volatility
FLVCX vs. VOO - Volatility Comparison
Fidelity Leveraged Company Stock Fund (FLVCX) has a higher volatility of 6.63% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. 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.