FSUVX vs. FXAIX
Compare and contrast key facts about Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and Fidelity 500 Index Fund (FXAIX).
FSUVX is managed by Fidelity. It was launched on May 29, 2015. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSUVX or FXAIX.
Correlation
The correlation between FSUVX and FXAIX is 0.89, 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
FSUVX vs. FXAIX - Performance Comparison
Key characteristics
FSUVX:
1.93
FXAIX:
1.97
FSUVX:
2.62
FXAIX:
2.64
FSUVX:
1.35
FXAIX:
1.36
FSUVX:
2.60
FXAIX:
2.98
FSUVX:
8.00
FXAIX:
12.34
FSUVX:
2.20%
FXAIX:
2.04%
FSUVX:
9.13%
FXAIX:
12.79%
FSUVX:
-32.41%
FXAIX:
-33.79%
FSUVX:
-1.73%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FSUVX achieves a 3.82% return, which is significantly lower than FXAIX's 4.11% return.
FSUVX
3.82%
3.05%
5.64%
16.44%
8.84%
N/A
FXAIX
4.11%
2.06%
10.80%
23.78%
14.47%
13.15%
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FSUVX vs. FXAIX - Expense Ratio Comparison
FSUVX has a 0.11% expense ratio, which is higher than FXAIX's 0.02% 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%.
Risk-Adjusted Performance
FSUVX vs. FXAIX — Risk-Adjusted Performance Rank
FSUVX
FXAIX
FSUVX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and Fidelity 500 Index Fund (FXAIX). 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
FSUVX vs. FXAIX - Dividend Comparison
FSUVX's dividend yield for the trailing twelve months is around 1.79%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | 1.79% | 1.86% | 1.74% | 2.10% | 1.74% | 1.31% | 4.11% | 1.58% | 1.09% | 2.23% | 1.17% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FSUVX vs. FXAIX - Drawdown Comparison
The maximum FSUVX drawdown since its inception was -32.41%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSUVX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FSUVX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) is 2.20%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.21%. This indicates that FSUVX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.