FSUVX vs. VOO
Compare and contrast key facts about Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and Vanguard S&P 500 ETF (VOO).
FSUVX is managed by Fidelity. It was launched on May 29, 2015. 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: FSUVX or VOO.
Correlation
The correlation between FSUVX and VOO 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. VOO - Performance Comparison
Key characteristics
FSUVX:
1.93
VOO:
1.89
FSUVX:
2.63
VOO:
2.54
FSUVX:
1.35
VOO:
1.35
FSUVX:
2.60
VOO:
2.83
FSUVX:
7.99
VOO:
11.83
FSUVX:
2.20%
VOO:
2.02%
FSUVX:
9.13%
VOO:
12.66%
FSUVX:
-32.41%
VOO:
-33.99%
FSUVX:
-0.76%
VOO:
-0.42%
Returns By Period
In the year-to-date period, FSUVX achieves a 4.85% return, which is significantly higher than VOO's 4.17% return.
FSUVX
4.85%
2.98%
5.80%
17.47%
9.19%
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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FSUVX vs. VOO - Expense Ratio Comparison
FSUVX has a 0.11% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
FSUVX
VOO
FSUVX vs. VOO - 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 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
FSUVX vs. VOO - Dividend Comparison
FSUVX's dividend yield for the trailing twelve months is around 1.77%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | 1.77% | 1.86% | 1.74% | 2.10% | 1.74% | 1.31% | 4.11% | 1.58% | 1.09% | 2.23% | 1.17% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSUVX vs. VOO - Drawdown Comparison
The maximum FSUVX drawdown since its inception was -32.41%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSUVX and VOO. For additional features, visit the drawdowns tool.
Volatility
FSUVX vs. VOO - Volatility Comparison
The current volatility for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) is 2.05%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that FSUVX 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.