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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRNX or VOO.
Correlation
The correlation between FTRNX and VOO is 0.91, 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
FTRNX vs. VOO - Performance Comparison
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Key characteristics
FTRNX:
-0.07
VOO:
0.58
FTRNX:
0.16
VOO:
0.96
FTRNX:
1.02
VOO:
1.14
FTRNX:
-0.04
VOO:
0.62
FTRNX:
-0.09
VOO:
2.36
FTRNX:
15.96%
VOO:
4.90%
FTRNX:
32.62%
VOO:
19.45%
FTRNX:
-55.96%
VOO:
-33.99%
FTRNX:
-21.98%
VOO:
-4.62%
Returns By Period
In the year-to-date period, FTRNX achieves a -5.31% return, which is significantly lower than VOO's -0.22% return. Over the past 10 years, FTRNX has underperformed VOO with an annualized return of 7.10%, while VOO has yielded a comparatively higher 12.59% annualized return.
FTRNX
-5.31%
22.14%
-17.68%
-2.36%
13.85%
8.72%
7.10%
VOO
-0.22%
13.42%
-0.65%
11.15%
16.14%
16.32%
12.59%
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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.
Risk-Adjusted Performance
FTRNX vs. VOO — Risk-Adjusted Performance Rank
FTRNX
VOO
FTRNX vs. VOO - Risk-Adjusted Performance 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.
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Dividends
FTRNX vs. VOO - Dividend Comparison
FTRNX's dividend yield for the trailing twelve months is around 0.71%, less than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | 0.71% | 0.46% | 0.05% | 0.01% | 0.00% | 0.04% | 0.23% | 0.26% | 0.35% | 0.46% | 2.49% | 3.12% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FTRNX vs. VOO - Drawdown Comparison
The maximum FTRNX drawdown since its inception was -55.96%, 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. For additional features, visit the drawdowns tool.
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Volatility
FTRNX vs. VOO - Volatility Comparison
Fidelity Trend Fund (FTRNX) has a higher volatility of 6.96% compared to Vanguard S&P 500 ETF (VOO) at 4.80%. 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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