FSDIX vs. VOO
Compare and contrast key facts about Fidelity Strategic Dividend & Income Fund (FSDIX) and Vanguard S&P 500 ETF (VOO).
FSDIX is managed by Fidelity. It was launched on Dec 23, 2003. 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
FSDIX vs. VOO - Performance Comparison
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FSDIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSDIX Fidelity Strategic Dividend & Income Fund | 3.35% | 6.52% | 11.52% | 9.45% | -9.84% | 19.03% | 11.23% | 22.50% | -4.33% | 11.23% |
VOO Vanguard S&P 500 ETF | -4.42% | 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, FSDIX achieves a 3.35% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, FSDIX has underperformed VOO with an annualized return of 8.58%, while VOO has yielded a comparatively higher 14.05% annualized return.
FSDIX
- 1D
- -0.27%
- 1M
- -5.65%
- YTD
- 3.35%
- 6M
- -0.38%
- 1Y
- 8.54%
- 3Y*
- 9.57%
- 5Y*
- 6.48%
- 10Y*
- 8.58%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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FSDIX vs. VOO - Expense Ratio Comparison
FSDIX has a 0.68% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FSDIX vs. VOO — Risk / Return Rank
FSDIX
VOO
FSDIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Dividend & Income Fund (FSDIX) 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.
| FSDIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.98 | -0.28 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.50 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.53 | -0.69 |
Martin ratioReturn relative to average drawdown | 3.41 | 7.29 | -3.88 |
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
| FSDIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.98 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.70 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.83 | -0.32 |
Correlation
The correlation between FSDIX and VOO is 0.90, 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
FSDIX vs. VOO - Dividend Comparison
FSDIX's dividend yield for the trailing twelve months is around 1.74%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDIX Fidelity Strategic Dividend & Income Fund | 1.74% | 1.80% | 5.27% | 5.71% | 4.23% | 8.43% | 5.67% | 6.68% | 8.19% | 6.57% | 4.92% | 6.38% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FSDIX vs. VOO - Drawdown Comparison
The maximum FSDIX drawdown since its inception was -58.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSDIX and VOO.
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Drawdown Indicators
| FSDIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.92% | -33.99% | -24.93% |
Max Drawdown (1Y)Largest decline over 1 year | -9.50% | -11.98% | +2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -24.52% | +7.44% |
Max Drawdown (10Y)Largest decline over 10 years | -29.99% | -33.99% | +4.00% |
Current DrawdownCurrent decline from peak | -5.75% | -6.29% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -3.72% | -2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.52% | -0.17% |
Volatility
FSDIX vs. VOO - Volatility Comparison
The current volatility for Fidelity Strategic Dividend & Income Fund (FSDIX) is 3.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that FSDIX 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
| FSDIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 5.29% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 9.44% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.16% | 18.10% | -4.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.23% | 16.82% | -5.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.55% | 17.99% | -5.44% |