FTRNX vs. VOO
Compare and contrast key facts about Fidelity Trend Fund (FTRNX) and Vanguard S&P 500 ETF (VOO).
FTRNX is managed by Fidelity. It was launched on Jun 16, 1958. 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.
Performance
FTRNX vs. VOO - Performance Comparison
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FTRNX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | -6.17% | 18.77% | 40.43% | 44.39% | -33.66% | 22.86% | 47.01% | 36.12% | -5.48% | 29.09% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FTRNX achieves a -6.17% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, FTRNX has outperformed VOO with an annualized return of 16.94%, while VOO has yielded a comparatively lower 14.14% annualized return.
FTRNX
- 1D
- 4.62%
- 1M
- -7.70%
- YTD
- -6.17%
- 6M
- -6.35%
- 1Y
- 26.84%
- 3Y*
- 24.30%
- 5Y*
- 12.88%
- 10Y*
- 16.94%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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FTRNX vs. VOO - Expense Ratio Comparison
FTRNX has a 0.73% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FTRNX vs. VOO — Risk / Return Rank
FTRNX
VOO
FTRNX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Trend Fund (FTRNX) 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.
| FTRNX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.01 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.53 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.55 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.44 | 7.31 | -0.87 |
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
| FTRNX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.01 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.71 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.79 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.83 | -0.29 |
Correlation
The correlation between FTRNX and VOO is 0.92, 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
FTRNX vs. VOO - Dividend Comparison
FTRNX's dividend yield for the trailing twelve months is around 6.85%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | 6.85% | 8.23% | 15.26% | 4.69% | 5.34% | 7.80% | 4.44% | 9.65% | 8.30% | 8.62% | 5.25% | 6.44% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FTRNX vs. VOO - Drawdown Comparison
The maximum FTRNX drawdown since its inception was -56.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FTRNX and VOO.
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Drawdown Indicators
| FTRNX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.26% | -33.99% | -22.27% |
Max Drawdown (1Y)Largest decline over 1 year | -14.92% | -11.98% | -2.94% |
Max Drawdown (5Y)Largest decline over 5 years | -39.05% | -24.52% | -14.53% |
Max Drawdown (10Y)Largest decline over 10 years | -39.05% | -33.99% | -5.06% |
Current DrawdownCurrent decline from peak | -11.00% | -5.55% | -5.45% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -3.72% | -6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 2.55% | +1.81% |
Volatility
FTRNX vs. VOO - Volatility Comparison
Fidelity Trend Fund (FTRNX) has a higher volatility of 8.93% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that FTRNX'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.
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Volatility by Period
| FTRNX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.93% | 5.34% | +3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 16.06% | 9.47% | +6.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.47% | 18.11% | +8.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.30% | 16.82% | +9.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 17.99% | +5.92% |