FMIHX vs. VOO
Compare and contrast key facts about FMI Large Cap Fund (FMIHX) and Vanguard S&P 500 ETF (VOO).
FMIHX is managed by FMI Funds. It was launched on Dec 31, 2001. 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: FMIHX or VOO.
Correlation
The correlation between FMIHX and VOO is 0.89, 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. VOO - Performance Comparison
Key characteristics
FMIHX:
-0.02
VOO:
1.88
FMIHX:
0.08
VOO:
2.53
FMIHX:
1.01
VOO:
1.35
FMIHX:
-0.01
VOO:
2.81
FMIHX:
-0.04
VOO:
11.78
FMIHX:
6.55%
VOO:
2.02%
FMIHX:
15.62%
VOO:
12.67%
FMIHX:
-49.20%
VOO:
-33.99%
FMIHX:
-31.02%
VOO:
0.00%
Returns By Period
In the year-to-date period, FMIHX achieves a 4.20% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, FMIHX has underperformed VOO with an annualized return of -2.65%, while VOO has yielded a comparatively higher 13.30% annualized return.
FMIHX
4.20%
1.82%
-9.40%
0.14%
-4.45%
-2.65%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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FMIHX vs. VOO - Expense Ratio Comparison
FMIHX has a 0.82% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FMIHX vs. VOO — Risk-Adjusted Performance Rank
FMIHX
VOO
FMIHX vs. VOO - 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 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
FMIHX vs. VOO - Dividend Comparison
FMIHX's dividend yield for the trailing twelve months is around 0.57%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIHX FMI Large Cap Fund | 0.57% | 0.60% | 0.95% | 0.84% | 0.80% | 1.56% | 0.86% | 1.65% | 0.79% | 1.16% | 1.12% | 11.37% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FMIHX vs. VOO - Drawdown Comparison
The maximum FMIHX drawdown since its inception was -49.20%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FMIHX and VOO. For additional features, visit the drawdowns tool.
Volatility
FMIHX vs. VOO - Volatility Comparison
FMI Large Cap Fund (FMIHX) has a higher volatility of 3.17% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that FMIHX'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.