FSLVX vs. VTV
Compare and contrast key facts about Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Vanguard Value ETF (VTV).
FSLVX is managed by Fidelity. It was launched on Nov 15, 2001. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLVX or VTV.
Correlation
The correlation between FSLVX and VTV is 0.96, 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
FSLVX vs. VTV - Performance Comparison
Key characteristics
FSLVX:
1.00
VTV:
1.90
FSLVX:
1.34
VTV:
2.70
FSLVX:
1.20
VTV:
1.34
FSLVX:
0.94
VTV:
2.69
FSLVX:
2.87
VTV:
8.15
FSLVX:
4.31%
VTV:
2.46%
FSLVX:
12.39%
VTV:
10.57%
FSLVX:
-60.42%
VTV:
-59.27%
FSLVX:
-7.82%
VTV:
-1.91%
Returns By Period
In the year-to-date period, FSLVX achieves a 5.14% return, which is significantly higher than VTV's 4.77% return. Over the past 10 years, FSLVX has underperformed VTV with an annualized return of 6.52%, while VTV has yielded a comparatively higher 10.39% annualized return.
FSLVX
5.14%
2.10%
1.51%
10.22%
7.08%
6.52%
VTV
4.77%
1.54%
6.25%
18.22%
10.88%
10.39%
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FSLVX vs. VTV - Expense Ratio Comparison
FSLVX has a 0.76% expense ratio, which is higher than VTV's 0.04% expense ratio.
Risk-Adjusted Performance
FSLVX vs. VTV — Risk-Adjusted Performance Rank
FSLVX
VTV
FSLVX vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Vanguard Value ETF (VTV). 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
FSLVX vs. VTV - Dividend Comparison
FSLVX's dividend yield for the trailing twelve months is around 1.22%, less than VTV's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLVX Fidelity Stock Selector Large Cap Value Fund | 1.22% | 1.28% | 1.17% | 1.30% | 0.96% | 2.18% | 1.58% | 1.67% | 1.10% | 1.29% | 1.26% | 0.92% |
VTV Vanguard Value ETF | 2.21% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
Drawdowns
FSLVX vs. VTV - Drawdown Comparison
The maximum FSLVX drawdown since its inception was -60.42%, roughly equal to the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for FSLVX and VTV. For additional features, visit the drawdowns tool.
Volatility
FSLVX vs. VTV - Volatility Comparison
Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Vanguard Value ETF (VTV) have volatilities of 2.75% and 2.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.