FSWCX vs. VIG
Compare and contrast key facts about Fidelity SAI U.S. Value Index Fund (FSWCX) and Vanguard Dividend Appreciation ETF (VIG).
FSWCX is managed by Fidelity. It was launched on Dec 19, 2017. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
FSWCX vs. VIG - Performance Comparison
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FSWCX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSWCX Fidelity SAI U.S. Value Index Fund | 1.49% | 22.50% | 19.90% | 12.64% | -3.50% | 30.43% | -4.44% | 29.09% | -11.54% | 0.77% |
VIG Vanguard Dividend Appreciation ETF | -1.48% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 0.19% |
Returns By Period
In the year-to-date period, FSWCX achieves a 1.49% return, which is significantly higher than VIG's -1.48% return.
FSWCX
- 1D
- 1.87%
- 1M
- -3.05%
- YTD
- 1.49%
- 6M
- 7.30%
- 1Y
- 21.55%
- 3Y*
- 18.37%
- 5Y*
- 12.56%
- 10Y*
- —
VIG
- 1D
- 0.29%
- 1M
- -4.68%
- YTD
- -1.48%
- 6M
- 0.22%
- 1Y
- 13.20%
- 3Y*
- 13.91%
- 5Y*
- 9.83%
- 10Y*
- 12.29%
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FSWCX vs. VIG - Expense Ratio Comparison
FSWCX has a 0.10% expense ratio, which is higher than VIG's 0.04% 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
FSWCX vs. VIG — Risk / Return Rank
FSWCX
VIG
FSWCX vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Value Index Fund (FSWCX) and Vanguard Dividend Appreciation ETF (VIG). 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.
| FSWCX | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.87 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.33 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.20 | +0.32 |
Martin ratioReturn relative to average drawdown | 6.96 | 5.31 | +1.65 |
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
| FSWCX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.87 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.69 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.57 | -0.06 |
Correlation
The correlation between FSWCX and VIG is 0.83, 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.
Dividends
FSWCX vs. VIG - Dividend Comparison
FSWCX's dividend yield for the trailing twelve months is around 7.29%, more than VIG's 1.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSWCX Fidelity SAI U.S. Value Index Fund | 7.29% | 7.40% | 8.86% | 9.68% | 12.90% | 5.71% | 2.55% | 2.37% | 3.84% | 0.07% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.60% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
FSWCX vs. VIG - Drawdown Comparison
The maximum FSWCX drawdown since its inception was -41.41%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for FSWCX and VIG.
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Drawdown Indicators
| FSWCX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.41% | -46.81% | +5.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -10.83% | -2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -19.62% | -20.39% | +0.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.72% | — |
Current DrawdownCurrent decline from peak | -4.01% | -5.73% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -5.67% | -5.55% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 2.45% | +0.53% |
Volatility
FSWCX vs. VIG - Volatility Comparison
The current volatility for Fidelity SAI U.S. Value Index Fund (FSWCX) is 3.76%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 4.05%. This indicates that FSWCX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSWCX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 4.05% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.66% | 7.82% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.55% | 15.28% | +2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.75% | 14.26% | +2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.95% | 16.04% | +4.91% |