FLVCX vs. VSTSX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund (FLVCX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX).
FLVCX is managed by Fidelity. It was launched on Dec 19, 2000. VSTSX is managed by Vanguard. It was launched on Jun 27, 2016.
Performance
FLVCX vs. VSTSX - Performance Comparison
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FLVCX vs. VSTSX - 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% | 19.84% |
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | -6.74% | 17.16% | 23.27% | 26.54% | -19.49% | 25.75% | 21.02% | 30.81% | -5.15% | 20.21% |
Returns By Period
The year-to-date returns for both investments are quite close, with FLVCX having a -7.01% return and VSTSX slightly higher at -6.74%.
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%
VSTSX
- 1D
- -0.46%
- 1M
- -7.71%
- YTD
- -6.74%
- 6M
- -4.45%
- 1Y
- 14.80%
- 3Y*
- 16.73%
- 5Y*
- 10.15%
- 10Y*
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FLVCX vs. VSTSX - Expense Ratio Comparison
FLVCX has a 0.74% expense ratio, which is higher than VSTSX's 0.01% expense ratio.
Return for Risk
FLVCX vs. VSTSX — Risk / Return Rank
FLVCX
VSTSX
FLVCX vs. VSTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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 | VSTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.84 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.30 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.05 | +0.49 |
Martin ratioReturn relative to average drawdown | 5.56 | 5.10 | +0.46 |
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 | VSTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.84 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.59 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.70 | -0.20 |
Correlation
The correlation between FLVCX and VSTSX is 0.93, 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. VSTSX - Dividend Comparison
FLVCX's dividend yield for the trailing twelve months is around 5.08%, more than VSTSX's 1.23% 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% |
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | 1.23% | 1.13% | 1.27% | 1.43% | 1.67% | 1.23% | 1.44% | 1.79% | 2.07% | 1.74% | 0.00% | 0.00% |
Drawdowns
FLVCX vs. VSTSX - Drawdown Comparison
The maximum FLVCX drawdown since its inception was -70.02%, which is greater than VSTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for FLVCX and VSTSX.
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Drawdown Indicators
| FLVCX | VSTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -34.97% | -35.05% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -12.41% | -1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -28.54% | -25.35% | -3.19% |
Max Drawdown (10Y)Largest decline over 10 years | -44.14% | — | — |
Current DrawdownCurrent decline from peak | -13.06% | -8.92% | -4.14% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -4.97% | -6.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 2.56% | +1.39% |
Volatility
FLVCX vs. VSTSX - Volatility Comparison
Fidelity Leveraged Company Stock Fund (FLVCX) has a higher volatility of 8.24% compared to Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) at 4.40%. This indicates that FLVCX's price experiences larger fluctuations and is considered to be riskier than VSTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLVCX | VSTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 4.40% | +3.84% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 9.33% | +6.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.02% | 18.42% | +8.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 17.33% | +5.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.22% | 18.84% | +4.38% |