FMWIX vs. VYM

In the year-to-date period, FMWIX achieves a 3.03% return, which is significantly higher than VYM's 1.79% return.

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FMWIX has a 0.10% expense ratio, which is higher than VYM's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Moderate with Income Allocation Fund (FMWIX) and Vanguard High Dividend Yield ETF (VYM). 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.

The current FMWIX Sharpe Ratio is 1.38, which is higher than the VYM Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FMWIX and VYM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FMWIX's dividend yield for the trailing twelve months is around 2.74%, less than VYM's 2.86% yield.

The maximum FMWIX drawdown since its inception was -14.72%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FMWIX and VYM.

The current volatility for Fidelity Moderate with Income Allocation Fund (FMWIX) is 1.43%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 4.33%. This indicates that FMWIX experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.