FNDSX vs. VOO
Compare and contrast key facts about Fidelity Sustainability Bond Index Fund (FNDSX) and Vanguard S&P 500 ETF (VOO).
FNDSX is managed by Fidelity. It was launched on Jun 19, 2018. 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: FNDSX or VOO.
Correlation
The correlation between FNDSX and VOO is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FNDSX vs. VOO - Performance Comparison
Key characteristics
FNDSX:
0.21
VOO:
1.88
FNDSX:
0.33
VOO:
2.52
FNDSX:
1.04
VOO:
1.35
FNDSX:
0.08
VOO:
2.83
FNDSX:
0.51
VOO:
11.96
FNDSX:
2.20%
VOO:
2.00%
FNDSX:
5.40%
VOO:
12.70%
FNDSX:
-19.25%
VOO:
-33.99%
FNDSX:
-11.29%
VOO:
-3.91%
Returns By Period
In the year-to-date period, FNDSX achieves a -1.20% return, which is significantly lower than VOO's -0.66% return.
FNDSX
-1.20%
-2.05%
-1.13%
0.03%
-0.93%
N/A
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FNDSX vs. VOO - Expense Ratio Comparison
FNDSX has a 0.10% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
FNDSX vs. VOO — Risk-Adjusted Performance Rank
FNDSX
VOO
FNDSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainability Bond Index Fund (FNDSX) 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
FNDSX vs. VOO - Dividend Comparison
FNDSX's dividend yield for the trailing twelve months is around 3.26%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDSX Fidelity Sustainability Bond Index Fund | 3.26% | 3.22% | 2.83% | 2.04% | 1.34% | 1.87% | 2.72% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FNDSX vs. VOO - Drawdown Comparison
The maximum FNDSX drawdown since its inception was -19.25%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FNDSX and VOO. For additional features, visit the drawdowns tool.
Volatility
FNDSX vs. VOO - Volatility Comparison
The current volatility for Fidelity Sustainability Bond Index Fund (FNDSX) is 1.18%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.56%. This indicates that FNDSX 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.