FSAEX vs. VOO
Compare and contrast key facts about Fidelity Series All-Sector Equity Fund (FSAEX) and Vanguard S&P 500 ETF (VOO).
FSAEX is managed by Fidelity. It was launched on Oct 17, 2008. 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: FSAEX or VOO.
Correlation
The correlation between FSAEX and VOO is 0.97, 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
FSAEX vs. VOO - Performance Comparison
Key characteristics
FSAEX:
-0.23
VOO:
0.34
FSAEX:
-0.19
VOO:
0.53
FSAEX:
0.97
VOO:
1.07
FSAEX:
-0.20
VOO:
0.42
FSAEX:
-0.65
VOO:
1.60
FSAEX:
5.85%
VOO:
3.13%
FSAEX:
16.83%
VOO:
14.67%
FSAEX:
-50.00%
VOO:
-33.99%
FSAEX:
-18.93%
VOO:
-12.03%
Returns By Period
In the year-to-date period, FSAEX achieves a -11.13% return, which is significantly lower than VOO's -7.97% return. Over the past 10 years, FSAEX has underperformed VOO with an annualized return of -1.13%, while VOO has yielded a comparatively higher 11.99% annualized return.
FSAEX
-11.13%
-8.57%
-12.22%
-4.13%
9.67%
-1.13%
VOO
-7.97%
-6.52%
-4.67%
4.91%
18.59%
11.99%
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FSAEX vs. VOO - Expense Ratio Comparison
FSAEX has a 0.00% expense ratio, which is lower than VOO's 0.03% expense ratio. Despite the difference, 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
FSAEX vs. VOO — Risk-Adjusted Performance Rank
FSAEX
VOO
FSAEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series All-Sector Equity Fund (FSAEX) 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
FSAEX vs. VOO - Dividend Comparison
FSAEX's dividend yield for the trailing twelve months is around 1.36%, less than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAEX Fidelity Series All-Sector Equity Fund | 1.36% | 1.22% | 1.27% | 1.48% | 1.18% | 1.45% | 1.75% | 2.58% | 1.49% | 1.50% | 3.89% | 11.83% |
VOO Vanguard S&P 500 ETF | 1.41% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSAEX vs. VOO - Drawdown Comparison
The maximum FSAEX drawdown since its inception was -50.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSAEX and VOO. For additional features, visit the drawdowns tool.
Volatility
FSAEX vs. VOO - Volatility Comparison
Fidelity Series All-Sector Equity Fund (FSAEX) has a higher volatility of 8.04% compared to Vanguard S&P 500 ETF (VOO) at 7.31%. This indicates that FSAEX'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.