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.
Performance
FMIHX vs. VOO - Performance Comparison
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FMIHX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMIHX FMI Large Cap Fund | -5.25% | 6.21% | 10.17% | 21.03% | -14.73% | 18.40% | 10.23% | 23.66% | -4.10% | 19.25% |
VOO Vanguard S&P 500 ETF | -3.66% | 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, FMIHX achieves a -5.25% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, FMIHX has underperformed VOO with an annualized return of 8.76%, while VOO has yielded a comparatively higher 14.14% annualized return.
FMIHX
- 1D
- 1.69%
- 1M
- -7.81%
- YTD
- -5.25%
- 6M
- -5.11%
- 1Y
- -0.87%
- 3Y*
- 8.88%
- 5Y*
- 4.82%
- 10Y*
- 8.76%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
FMIHX vs. VOO — Risk / Return Rank
FMIHX
VOO
FMIHX vs. VOO - Risk-Adjusted Trends 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.
| FMIHX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 1.01 | -1.04 |
Sortino ratioReturn per unit of downside risk | 0.07 | 1.53 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.23 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.02 | 1.55 | -1.53 |
Martin ratioReturn relative to average drawdown | 0.06 | 7.31 | -7.25 |
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
| FMIHX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 1.01 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.71 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.79 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.83 | -0.35 |
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.
Dividends
FMIHX vs. VOO - Dividend Comparison
FMIHX's dividend yield for the trailing twelve months is around 16.72%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIHX FMI Large Cap Fund | 16.72% | 15.84% | 13.22% | 10.54% | 22.62% | 17.10% | 11.56% | 7.77% | 20.37% | 9.27% | 7.48% | 11.02% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FMIHX vs. VOO - Drawdown Comparison
The maximum FMIHX drawdown since its inception was -47.80%, 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.
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Drawdown Indicators
| FMIHX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.80% | -33.99% | -13.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -11.98% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -24.99% | -24.52% | -0.47% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -33.99% | -0.16% |
Current DrawdownCurrent decline from peak | -10.43% | -5.55% | -4.88% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -3.72% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 2.55% | +1.17% |
Volatility
FMIHX vs. VOO - Volatility Comparison
The current volatility for FMI Large Cap Fund (FMIHX) is 4.50%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. 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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Volatility by Period
| FMIHX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 5.34% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 9.47% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 18.11% | -1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 16.82% | +0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.58% | 17.99% | -0.41% |