FNARX vs. VOO
Compare and contrast key facts about Fidelity Natural Resources Fund (FNARX) and Vanguard S&P 500 ETF (VOO).
FNARX is managed by Fidelity. It was launched on Mar 3, 1997. 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: FNARX or VOO.
Performance
FNARX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, FNARX achieves a 15.45% return, which is significantly lower than VOO's 26.58% return. Over the past 10 years, FNARX has underperformed VOO with an annualized return of 4.01%, while VOO has yielded a comparatively higher 13.22% annualized return.
FNARX
15.45%
2.00%
-0.17%
16.90%
15.44%
4.01%
VOO
26.58%
3.05%
13.23%
32.77%
15.74%
13.22%
Key characteristics
| FNARX | VOO | |
|---|---|---|
| Sharpe Ratio | 0.97 | 2.69 |
| Sortino Ratio | 1.37 | 3.59 |
| Omega Ratio | 1.17 | 1.50 |
| Calmar Ratio | 1.27 | 3.88 |
| Martin Ratio | 3.66 | 17.58 |
| Ulcer Index | 4.62% | 1.86% |
| Daily Std Dev | 17.47% | 12.19% |
| Max Drawdown | -72.60% | -33.99% |
| Current Drawdown | -3.71% | -0.53% |
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FNARX vs. VOO - Expense Ratio Comparison
FNARX has a 0.82% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between FNARX and VOO is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
FNARX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Natural Resources Fund (FNARX) 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
FNARX vs. VOO - Dividend Comparison
FNARX's dividend yield for the trailing twelve months is around 1.25%, which matches VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNARX Fidelity Natural Resources Fund | 1.25% | 1.60% | 2.42% | 1.46% | 1.79% | 1.12% | 1.22% | 1.30% | 0.35% | 0.78% | 1.24% | 2.89% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FNARX vs. VOO - Drawdown Comparison
The maximum FNARX drawdown since its inception was -72.60%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FNARX and VOO. For additional features, visit the drawdowns tool.
Volatility
FNARX vs. VOO - Volatility Comparison
Fidelity Natural Resources Fund (FNARX) has a higher volatility of 4.37% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that FNARX'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.