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 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSREX vs. VOO - Performance Comparison
Key characteristics
FSREX:
1.97
VOO:
2.25
FSREX:
2.52
VOO:
2.98
FSREX:
1.41
VOO:
1.42
FSREX:
1.01
VOO:
3.31
FSREX:
11.40
VOO:
14.77
FSREX:
0.70%
VOO:
1.90%
FSREX:
4.06%
VOO:
12.46%
FSREX:
-32.02%
VOO:
-33.99%
FSREX:
-3.35%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FSREX achieves a 7.43% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, FSREX has underperformed VOO with an annualized return of 4.50%, while VOO has yielded a comparatively higher 13.08% annualized return.
FSREX
7.43%
-2.00%
2.47%
8.00%
2.77%
4.50%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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.
Dividends
FSREX vs. VOO - Dividend Comparison
FSREX's dividend yield for the trailing twelve months is around 3.86%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSREX Fidelity Series Real Estate Income Fund | 3.86% | 7.43% | 6.58% | 2.82% | 5.62% | 5.53% | 5.69% | 5.53% | 4.89% | 9.37% | 9.40% | 8.54% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FSREX vs. VOO - Drawdown Comparison
The maximum FSREX drawdown since its inception was -32.02%, 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.
Volatility
FSREX vs. VOO - Volatility Comparison
The current volatility for Fidelity Series Real Estate Income Fund (FSREX) is 2.46%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that FSREX 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.