FSRRX vs. VOO
Compare and contrast key facts about Fidelity Strategic Real Return Fund (FSRRX) and Vanguard S&P 500 ETF (VOO).
FSRRX is managed by Fidelity. It was launched on Sep 7, 2005. 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: FSRRX or VOO.
Correlation
The correlation between FSRRX and VOO is -0.74. 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
FSRRX vs. VOO - Performance Comparison
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Key characteristics
FSRRX:
2.80%
VOO:
19.11%
FSRRX:
0.00%
VOO:
-33.99%
FSRRX:
0.00%
VOO:
-7.67%
Returns By Period
FSRRX
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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FSRRX vs. VOO - Expense Ratio Comparison
FSRRX has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FSRRX vs. VOO — Risk-Adjusted Performance Rank
FSRRX
VOO
FSRRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Real Return Fund (FSRRX) 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
FSRRX vs. VOO - Dividend Comparison
FSRRX's dividend yield for the trailing twelve months is around 4.75%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRRX Fidelity Strategic Real Return Fund | 4.75% | 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
FSRRX vs. VOO - Drawdown Comparison
The maximum FSRRX drawdown since its inception was 0.00%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSRRX and VOO. For additional features, visit the drawdowns tool.
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Volatility
FSRRX vs. VOO - Volatility Comparison
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