FSUVX vs. USMV

In the year-to-date period, FSUVX achieves a 3.40% return, which is significantly lower than USMV's 5.68% return.

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FSUVX has a 0.11% expense ratio, which is lower than USMV's 0.15% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and iShares Edge MSCI Min Vol USA ETF (USMV). 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.

The current FSUVX Sharpe Ratio is 0.99, which is comparable to the USMV Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of FSUVX and USMV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSUVX's dividend yield for the trailing twelve months is around 2.18%, more than USMV's 1.55% yield.

The maximum FSUVX drawdown since its inception was -32.41%, roughly equal to the maximum USMV drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for FSUVX and USMV.

Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and iShares Edge MSCI Min Vol USA ETF (USMV) have volatilities of 3.47% and 3.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.