FMCSX vs. VOO
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Vanguard S&P 500 ETF (VOO).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. 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.
Performance
FMCSX vs. VOO - Performance Comparison
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FMCSX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 1.46% | 11.80% | 14.55% | 11.02% | -6.40% | 28.64% | 11.43% | 25.39% | -6.67% | 18.03% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FMCSX achieves a 1.46% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, FMCSX has underperformed VOO with an annualized return of 11.64%, while VOO has yielded a comparatively higher 14.05% annualized return.
FMCSX
- 1D
- -1.38%
- 1M
- -7.66%
- YTD
- 1.46%
- 6M
- 4.65%
- 1Y
- 20.42%
- 3Y*
- 12.52%
- 5Y*
- 8.62%
- 10Y*
- 11.64%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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FMCSX vs. VOO - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FMCSX vs. VOO — Risk / Return Rank
FMCSX
VOO
FMCSX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) 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.
| FMCSX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.98 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.50 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.53 | -0.13 |
Martin ratioReturn relative to average drawdown | 6.36 | 7.29 | -0.93 |
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
| FMCSX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.98 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.70 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.78 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.83 | -0.27 |
Correlation
The correlation between FMCSX and VOO is 0.87, 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
FMCSX vs. VOO - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 1.81%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 1.81% | 1.83% | 8.94% | 2.60% | 5.44% | 12.80% | 6.72% | 6.63% | 18.48% | 6.66% | 8.25% | 14.18% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FMCSX vs. VOO - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.19%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FMCSX and VOO.
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Drawdown Indicators
| FMCSX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.19% | -33.99% | -28.20% |
Max Drawdown (1Y)Largest decline over 1 year | -13.27% | -11.98% | -1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -24.52% | +2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -40.55% | -33.99% | -6.56% |
Current DrawdownCurrent decline from peak | -8.55% | -6.29% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -9.40% | -3.72% | -5.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.52% | +0.41% |
Volatility
FMCSX vs. VOO - Volatility Comparison
Fidelity Mid-Cap Stock Fund (FMCSX) has a higher volatility of 6.50% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that FMCSX'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.
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Volatility by Period
| FMCSX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 5.29% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 9.44% | +2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 18.10% | +1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 16.82% | +0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 17.99% | +0.51% |