FSUVX vs. FENY
Compare and contrast key facts about Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and Fidelity MSCI Energy Index ETF (FENY).
FSUVX is managed by Fidelity. It was launched on May 29, 2015. FENY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Energy Index. It was launched on Oct 21, 2013.
Performance
FSUVX vs. FENY - Performance Comparison
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FSUVX vs. FENY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | -3.20% | 11.03% | 17.40% | 14.80% | -10.93% | 21.51% | 9.86% | 27.73% | 1.35% | 17.68% |
FENY Fidelity MSCI Energy Index ETF | 38.13% | 7.27% | 6.62% | -0.04% | 62.94% | 55.62% | -33.15% | 9.11% | -19.99% | -2.30% |
Returns By Period
In the year-to-date period, FSUVX achieves a -3.20% return, which is significantly lower than FENY's 38.13% return. Both investments have delivered pretty close results over the past 10 years, with FSUVX having a 10.55% annualized return and FENY not far ahead at 11.01%.
FSUVX
- 1D
- 0.23%
- 1M
- -6.92%
- YTD
- -3.20%
- 6M
- -2.81%
- 1Y
- 4.93%
- 3Y*
- 12.10%
- 5Y*
- 8.81%
- 10Y*
- 10.55%
FENY
- 1D
- -1.13%
- 1M
- 10.37%
- YTD
- 38.13%
- 6M
- 39.46%
- 1Y
- 37.23%
- 3Y*
- 18.44%
- 5Y*
- 24.19%
- 10Y*
- 11.01%
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FSUVX vs. FENY - Expense Ratio Comparison
FSUVX has a 0.11% expense ratio, which is higher than FENY's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FSUVX vs. FENY — Risk / Return Rank
FSUVX
FENY
FSUVX vs. FENY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and Fidelity MSCI Energy Index ETF (FENY). 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.
| FSUVX | FENY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 1.50 | -1.02 |
Sortino ratioReturn per unit of downside risk | 0.76 | 1.91 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.29 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 2.03 | -1.47 |
Martin ratioReturn relative to average drawdown | 2.57 | 5.81 | -3.24 |
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
| FSUVX | FENY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.50 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.92 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.37 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.21 | +0.50 |
Correlation
The correlation between FSUVX and FENY is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FSUVX vs. FENY - Dividend Comparison
FSUVX's dividend yield for the trailing twelve months is around 4.60%, more than FENY's 2.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | 4.60% | 4.45% | 2.25% | 1.74% | 4.12% | 3.52% | 1.31% | 3.80% | 2.63% | 2.94% | 2.23% | 1.17% |
FENY Fidelity MSCI Energy Index ETF | 2.31% | 3.18% | 3.05% | 3.33% | 3.33% | 3.69% | 4.60% | 6.43% | 3.21% | 2.94% | 2.29% | 3.05% |
Drawdowns
FSUVX vs. FENY - Drawdown Comparison
The maximum FSUVX drawdown since its inception was -32.41%, smaller than the maximum FENY drawdown of -74.35%. Use the drawdown chart below to compare losses from any high point for FSUVX and FENY.
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Drawdown Indicators
| FSUVX | FENY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.41% | -74.35% | +41.94% |
Max Drawdown (1Y)Largest decline over 1 year | -9.27% | -19.11% | +9.84% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -26.64% | +7.16% |
Max Drawdown (10Y)Largest decline over 10 years | -32.41% | -69.07% | +36.66% |
Current DrawdownCurrent decline from peak | -7.07% | -2.21% | -4.86% |
Average DrawdownAverage peak-to-trough decline | -3.31% | -23.35% | +20.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 6.66% | -4.66% |
Volatility
FSUVX vs. FENY - Volatility Comparison
The current volatility for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) is 3.04%, while Fidelity MSCI Energy Index ETF (FENY) has a volatility of 4.97%. This indicates that FSUVX experiences smaller price fluctuations and is considered to be less risky than FENY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSUVX | FENY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 4.97% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 6.22% | 13.84% | -7.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.86% | 25.03% | -12.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.98% | 26.56% | -13.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.17% | 29.70% | -14.53% |