FMIHX vs. VFV.TO
Compare and contrast key facts about FMI Large Cap Fund (FMIHX) and Vanguard S&P 500 Index ETF (VFV.TO).
FMIHX is managed by FMI Funds. It was launched on Dec 31, 2001. VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMIHX or VFV.TO.
Correlation
The correlation between FMIHX and VFV.TO is 0.88, 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
FMIHX vs. VFV.TO - Performance Comparison
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Key characteristics
FMIHX:
-0.50
VFV.TO:
0.85
FMIHX:
-0.51
VFV.TO:
1.30
FMIHX:
0.92
VFV.TO:
1.20
FMIHX:
-0.23
VFV.TO:
0.87
FMIHX:
-0.84
VFV.TO:
3.10
FMIHX:
10.81%
VFV.TO:
5.35%
FMIHX:
19.13%
VFV.TO:
19.02%
FMIHX:
-49.20%
VFV.TO:
-27.43%
FMIHX:
-32.66%
VFV.TO:
-6.06%
Returns By Period
In the year-to-date period, FMIHX achieves a 1.72% return, which is significantly higher than VFV.TO's -2.32% return. Over the past 10 years, FMIHX has underperformed VFV.TO with an annualized return of -3.16%, while VFV.TO has yielded a comparatively higher 14.13% annualized return.
FMIHX
1.72%
3.65%
-13.96%
-9.45%
-0.58%
-3.16%
VFV.TO
-2.32%
9.90%
-1.26%
16.18%
16.82%
14.13%
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FMIHX vs. VFV.TO - Expense Ratio Comparison
FMIHX has a 0.82% expense ratio, which is higher than VFV.TO's 0.09% expense ratio.
Risk-Adjusted Performance
FMIHX vs. VFV.TO — Risk-Adjusted Performance Rank
FMIHX
VFV.TO
FMIHX vs. VFV.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI Large Cap Fund (FMIHX) and Vanguard S&P 500 Index ETF (VFV.TO). 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.
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Dividends
FMIHX vs. VFV.TO - Dividend Comparison
FMIHX's dividend yield for the trailing twelve months is around 13.00%, more than VFV.TO's 1.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIHX FMI Large Cap Fund | 13.00% | 13.22% | 10.54% | 22.62% | 17.10% | 11.56% | 14.69% | 20.37% | 9.27% | 7.48% | 11.02% | 11.37% |
VFV.TO Vanguard S&P 500 Index ETF | 1.05% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
FMIHX vs. VFV.TO - Drawdown Comparison
The maximum FMIHX drawdown since its inception was -49.20%, which is greater than VFV.TO's maximum drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for FMIHX and VFV.TO. For additional features, visit the drawdowns tool.
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Volatility
FMIHX vs. VFV.TO - Volatility Comparison
The current volatility for FMI Large Cap Fund (FMIHX) is 4.99%, while Vanguard S&P 500 Index ETF (VFV.TO) has a volatility of 6.91%. This indicates that FMIHX experiences smaller price fluctuations and is considered to be less risky than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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