FSREX vs. VOO
Compare and contrast key facts about Fidelity Series Real Estate Income Fund (FSREX) and Vanguard S&P 500 ETF (VOO).
FSREX is managed by Fidelity. It was launched on Oct 20, 2011. 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: FSREX or VOO.
Correlation
The correlation between FSREX and VOO is -0.95. 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
FSREX vs. VOO - Performance Comparison
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Key characteristics
FSREX:
2.39%
VOO:
19.11%
FSREX:
-0.20%
VOO:
-33.99%
FSREX:
-0.10%
VOO:
-7.67%
Returns By Period
FSREX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
-3.41%
5.73%
-5.06%
9.79%
16.35%
12.31%
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FSREX vs. VOO - Expense Ratio Comparison
FSREX 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
FSREX vs. VOO — Risk-Adjusted Performance Rank
FSREX
VOO
FSREX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Real Estate Income Fund (FSREX) 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.
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Dividends
FSREX vs. VOO - Dividend Comparison
FSREX's dividend yield for the trailing twelve months is around 5.93%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSREX Fidelity Series Real Estate Income Fund | 5.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSREX vs. VOO - Drawdown Comparison
The maximum FSREX drawdown since its inception was -0.20%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSREX and VOO. For additional features, visit the drawdowns tool.
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Volatility
FSREX vs. VOO - Volatility Comparison
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