FUQIX vs. VOO
Compare and contrast key facts about Fidelity SAI U.S. Quality Index Fund (FUQIX) and Vanguard S&P 500 ETF (VOO).
FUQIX is managed by Fidelity. It was launched on Oct 8, 2015. 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: FUQIX or VOO.
Correlation
The correlation between FUQIX and VOO is 0.95, 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
FUQIX vs. VOO - Performance Comparison
Key characteristics
FUQIX:
1.73
VOO:
2.22
FUQIX:
2.35
VOO:
2.95
FUQIX:
1.32
VOO:
1.42
FUQIX:
2.61
VOO:
3.27
FUQIX:
10.08
VOO:
14.57
FUQIX:
2.41%
VOO:
1.90%
FUQIX:
14.09%
VOO:
12.47%
FUQIX:
-31.19%
VOO:
-33.99%
FUQIX:
-3.92%
VOO:
-1.77%
Returns By Period
In the year-to-date period, FUQIX achieves a 24.12% return, which is significantly lower than VOO's 26.92% return.
FUQIX
24.12%
-1.49%
3.40%
24.32%
15.29%
N/A
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FUQIX vs. VOO - Expense Ratio Comparison
FUQIX has a 0.10% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FUQIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Quality Index Fund (FUQIX) 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
FUQIX vs. VOO - Dividend Comparison
FUQIX's dividend yield for the trailing twelve months is around 0.61%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUQIX Fidelity SAI U.S. Quality Index Fund | 0.61% | 1.17% | 1.42% | 1.08% | 1.71% | 2.15% | 1.53% | 1.46% | 1.28% | 0.29% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FUQIX vs. VOO - Drawdown Comparison
The maximum FUQIX drawdown since its inception was -31.19%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FUQIX and VOO. For additional features, visit the drawdowns tool.
Volatility
FUQIX vs. VOO - Volatility Comparison
Fidelity SAI U.S. Quality Index Fund (FUQIX) has a higher volatility of 4.03% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. This indicates that FUQIX'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.