FULVX vs. VOO
Compare and contrast key facts about Fidelity U.S. Low Volatility Equity Fund (FULVX) and Vanguard S&P 500 ETF (VOO).
FULVX is managed by Fidelity. It was launched on Nov 5, 2019. 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: FULVX or VOO.
Correlation
The correlation between FULVX and VOO 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.
Performance
FULVX vs. VOO - Performance Comparison
Key characteristics
FULVX:
1.41
VOO:
2.21
FULVX:
1.95
VOO:
2.92
FULVX:
1.25
VOO:
1.41
FULVX:
1.24
VOO:
3.34
FULVX:
5.00
VOO:
14.07
FULVX:
2.53%
VOO:
2.01%
FULVX:
9.00%
VOO:
12.80%
FULVX:
-33.24%
VOO:
-33.99%
FULVX:
-6.58%
VOO:
-1.36%
Returns By Period
In the year-to-date period, FULVX achieves a 1.26% return, which is significantly lower than VOO's 1.98% return.
FULVX
1.26%
0.67%
2.88%
11.93%
3.34%
N/A
VOO
1.98%
1.13%
8.46%
25.58%
14.35%
13.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FULVX vs. VOO - Expense Ratio Comparison
FULVX has a 0.66% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FULVX vs. VOO — Risk-Adjusted Performance Rank
FULVX
VOO
FULVX vs. VOO - 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 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
FULVX vs. VOO - Dividend Comparison
FULVX's dividend yield for the trailing twelve months is around 0.57%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FULVX Fidelity U.S. Low Volatility Equity Fund | 0.57% | 0.58% | 1.10% | 1.22% | 0.63% | 0.62% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
FULVX vs. VOO - Drawdown Comparison
The maximum FULVX drawdown since its inception was -33.24%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FULVX and VOO. For additional features, visit the drawdowns tool.
Volatility
FULVX vs. VOO - Volatility Comparison
The current volatility for Fidelity U.S. Low Volatility Equity Fund (FULVX) is 3.80%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. This indicates that FULVX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.