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:
-0.27
VOO:
0.52
FLVCX:
-0.13
VOO:
0.89
FLVCX:
0.98
VOO:
1.13
FLVCX:
-0.19
VOO:
0.57
FLVCX:
-0.73
VOO:
2.18
FLVCX:
10.02%
VOO:
4.85%
FLVCX:
30.65%
VOO:
19.11%
FLVCX:
-69.99%
VOO:
-33.99%
FLVCX:
-26.25%
VOO:
-7.67%
Returns By Period
In the year-to-date period, FLVCX achieves a -4.92% return, which is significantly lower than VOO's -3.41% return. Over the past 10 years, FLVCX has underperformed VOO with an annualized return of -1.60%, while VOO has yielded a comparatively higher 12.42% annualized return.
FLVCX
-4.92%
7.60%
-11.30%
-8.26%
6.83%
-1.60%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 0.87%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 0.87% | 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 | 1.34% | 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 9.29% compared to Vanguard S&P 500 ETF (VOO) at 6.83%. 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.