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:
0.41
VOO:
1.88
FLVCX:
0.66
VOO:
2.53
FLVCX:
1.10
VOO:
1.35
FLVCX:
0.35
VOO:
2.81
FLVCX:
1.83
VOO:
11.78
FLVCX:
5.12%
VOO:
2.02%
FLVCX:
22.60%
VOO:
12.67%
FLVCX:
-69.99%
VOO:
-33.99%
FLVCX:
-17.33%
VOO:
0.00%
Returns By Period
In the year-to-date period, FLVCX achieves a 6.59% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, FLVCX has underperformed VOO with an annualized return of -0.36%, while VOO has yielded a comparatively higher 13.30% annualized return.
FLVCX
6.59%
0.82%
0.23%
11.03%
4.42%
-0.36%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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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 0.77%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 0.77% | 0.82% | 0.62% | 0.80% | 0.24% | 0.11% | 0.10% | 0.00% | 0.20% | 1.12% | 8.18% | 0.76% |
VOO Vanguard S&P 500 ETF | 1.19% | 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 -69.99%, 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 8.90% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. 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.