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
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Key characteristics
FMIHX:
-0.50
VOO:
0.72
FMIHX:
-0.51
VOO:
1.15
FMIHX:
0.92
VOO:
1.17
FMIHX:
-0.23
VOO:
0.77
FMIHX:
-0.84
VOO:
2.94
FMIHX:
10.81%
VOO:
4.87%
FMIHX:
19.13%
VOO:
19.40%
FMIHX:
-49.20%
VOO:
-33.99%
FMIHX:
-32.66%
VOO:
-3.85%
Returns By Period
In the year-to-date period, FMIHX achieves a 1.72% return, which is significantly higher than VOO's 0.59% return. Over the past 10 years, FMIHX has underperformed VOO with an annualized return of -3.16%, while VOO has yielded a comparatively higher 12.75% annualized return.
FMIHX
1.72%
3.65%
-13.96%
-9.45%
-0.58%
-3.16%
VOO
0.59%
9.01%
-0.97%
13.78%
17.33%
12.75%
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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.
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Dividends
FMIHX vs. VOO - Dividend Comparison
FMIHX's dividend yield for the trailing twelve months is around 13.00%, more than VOO's 1.29% 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% |
VOO Vanguard S&P 500 ETF | 1.29% | 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.
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Volatility
FMIHX vs. VOO - Volatility Comparison
The current volatility for FMI Large Cap Fund (FMIHX) is 4.99%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.20%. This indicates that FMIHX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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