FTQGX vs. VOO
Compare and contrast key facts about Fidelity Focused Stock Fund (FTQGX) and Vanguard S&P 500 ETF (VOO).
FTQGX is managed by Fidelity. It was launched on Nov 12, 1996. 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: FTQGX or VOO.
Correlation
The correlation between FTQGX and VOO is 0.90, 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
FTQGX vs. VOO - Performance Comparison
Key characteristics
FTQGX:
1.34
VOO:
2.21
FTQGX:
1.79
VOO:
2.92
FTQGX:
1.25
VOO:
1.41
FTQGX:
1.30
VOO:
3.34
FTQGX:
5.87
VOO:
14.07
FTQGX:
5.04%
VOO:
2.01%
FTQGX:
22.08%
VOO:
12.80%
FTQGX:
-61.00%
VOO:
-33.99%
FTQGX:
-10.10%
VOO:
-1.36%
Returns By Period
In the year-to-date period, FTQGX achieves a 4.36% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, FTQGX has underperformed VOO with an annualized return of 8.64%, while VOO has yielded a comparatively higher 13.52% annualized return.
FTQGX
4.36%
2.89%
-0.08%
26.43%
8.13%
8.64%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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FTQGX vs. VOO - Expense Ratio Comparison
FTQGX has a 0.86% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FTQGX vs. VOO — Risk-Adjusted Performance Rank
FTQGX
VOO
FTQGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Focused Stock Fund (FTQGX) 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
FTQGX vs. VOO - Dividend Comparison
FTQGX's dividend yield for the trailing twelve months is around 0.35%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTQGX Fidelity Focused Stock Fund | 0.35% | 0.36% | 0.61% | 0.85% | 0.00% | 0.02% | 0.08% | 0.13% | 0.45% | 0.56% | 6.16% | 10.44% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FTQGX vs. VOO - Drawdown Comparison
The maximum FTQGX drawdown since its inception was -61.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FTQGX and VOO. For additional features, visit the drawdowns tool.
Volatility
FTQGX vs. VOO - Volatility Comparison
Fidelity Focused Stock Fund (FTQGX) has a higher volatility of 7.01% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. This indicates that FTQGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.