FLVCX vs. XMMO
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund (FLVCX) and Invesco S&P MidCap Momentum ETF (XMMO).
FLVCX is managed by Fidelity. It was launched on Dec 19, 2000. XMMO is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLVCX or XMMO.
Correlation
The correlation between FLVCX and XMMO is 0.85, 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. XMMO - Performance Comparison
Key characteristics
FLVCX:
-0.51
XMMO:
0.05
FLVCX:
-0.54
XMMO:
0.24
FLVCX:
0.92
XMMO:
1.03
FLVCX:
-0.39
XMMO:
0.05
FLVCX:
-1.72
XMMO:
0.17
FLVCX:
8.95%
XMMO:
7.54%
FLVCX:
30.01%
XMMO:
24.08%
FLVCX:
-69.99%
XMMO:
-55.37%
FLVCX:
-34.77%
XMMO:
-19.25%
Returns By Period
In the year-to-date period, FLVCX achieves a -15.90% return, which is significantly lower than XMMO's -11.00% return. Over the past 10 years, FLVCX has underperformed XMMO with an annualized return of -2.81%, while XMMO has yielded a comparatively higher 13.62% annualized return.
FLVCX
-15.90%
-8.03%
-18.94%
-14.60%
5.70%
-2.81%
XMMO
-11.00%
-3.74%
-11.97%
2.22%
16.57%
13.62%
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FLVCX vs. XMMO - Expense Ratio Comparison
FLVCX has a 0.74% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
FLVCX vs. XMMO — Risk-Adjusted Performance Rank
FLVCX
XMMO
FLVCX vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) and Invesco S&P MidCap Momentum ETF (XMMO). 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. XMMO - Dividend Comparison
FLVCX's dividend yield for the trailing twelve months is around 0.98%, more than XMMO's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 0.98% | 0.82% | 0.62% | 0.80% | 0.24% | 0.11% | 0.10% | 0.00% | 0.20% | 1.12% | 8.18% | 0.76% |
XMMO Invesco S&P MidCap Momentum ETF | 0.56% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% |
Drawdowns
FLVCX vs. XMMO - Drawdown Comparison
The maximum FLVCX drawdown since its inception was -69.99%, which is greater than XMMO's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for FLVCX and XMMO. For additional features, visit the drawdowns tool.
Volatility
FLVCX vs. XMMO - Volatility Comparison
Fidelity Leveraged Company Stock Fund (FLVCX) has a higher volatility of 18.13% compared to Invesco S&P MidCap Momentum ETF (XMMO) at 14.28%. This indicates that FLVCX's price experiences larger fluctuations and is considered to be riskier than XMMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.