FULVX vs. VIGIX
Compare and contrast key facts about Fidelity U.S. Low Volatility Equity Fund (FULVX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
FULVX is managed by Fidelity. It was launched on Nov 5, 2019. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FULVX or VIGIX.
Correlation
The correlation between FULVX and VIGIX is 0.72, 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
FULVX vs. VIGIX - Performance Comparison
Key characteristics
FULVX:
1.72
VIGIX:
1.92
FULVX:
2.39
VIGIX:
2.50
FULVX:
1.32
VIGIX:
1.35
FULVX:
2.29
VIGIX:
2.60
FULVX:
10.13
VIGIX:
10.20
FULVX:
1.48%
VIGIX:
3.30%
FULVX:
8.72%
VIGIX:
17.48%
FULVX:
-33.24%
VIGIX:
-57.17%
FULVX:
-5.87%
VIGIX:
-3.64%
Returns By Period
In the year-to-date period, FULVX achieves a 14.04% return, which is significantly lower than VIGIX's 33.20% return.
FULVX
14.04%
-2.64%
6.01%
14.58%
5.93%
N/A
VIGIX
33.20%
3.24%
9.96%
32.98%
18.66%
15.77%
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FULVX vs. VIGIX - Expense Ratio Comparison
FULVX has a 0.66% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Risk-Adjusted Performance
FULVX vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity U.S. Low Volatility Equity Fund (FULVX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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
FULVX vs. VIGIX - Dividend Comparison
FULVX has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.48%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FULVX Fidelity U.S. Low Volatility Equity Fund | 0.00% | 1.10% | 1.22% | 0.63% | 0.62% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.33% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
Drawdowns
FULVX vs. VIGIX - Drawdown Comparison
The maximum FULVX drawdown since its inception was -33.24%, smaller than the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for FULVX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
FULVX vs. VIGIX - Volatility Comparison
The current volatility for Fidelity U.S. Low Volatility Equity Fund (FULVX) is 3.13%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 4.93%. This indicates that FULVX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.