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 0.84, 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:
1.56
VOO:
2.25
FULVX:
2.15
VOO:
2.98
FULVX:
1.29
VOO:
1.42
FULVX:
1.79
VOO:
3.31
FULVX:
8.63
VOO:
14.77
FULVX:
1.60%
VOO:
1.90%
FULVX:
8.84%
VOO:
12.46%
FULVX:
-33.24%
VOO:
-33.99%
FULVX:
-7.73%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FULVX achieves a 11.80% return, which is significantly lower than VOO's 26.02% return.
FULVX
11.80%
-4.94%
3.02%
12.96%
5.50%
N/A
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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
Fidelity U.S. Low Volatility Equity Fund (FULVX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.57% and 3.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.