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.
Performance
FUQIX vs. VOO - Performance Comparison
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FUQIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUQIX Fidelity SAI U.S. Quality Index Fund | -10.98% | 16.76% | 24.32% | 29.63% | -18.09% | 28.28% | 20.67% | 34.66% | -3.39% | 25.77% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FUQIX achieves a -10.98% return, which is significantly lower than VOO's -4.42% return. Both investments have delivered pretty close results over the past 10 years, with FUQIX having a 13.89% annualized return and VOO not far ahead at 14.05%.
FUQIX
- 1D
- 0.14%
- 1M
- -9.20%
- YTD
- -10.98%
- 6M
- -9.40%
- 1Y
- 6.59%
- 3Y*
- 15.42%
- 5Y*
- 11.09%
- 10Y*
- 13.89%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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%.
Return for Risk
FUQIX vs. VOO — Risk / Return Rank
FUQIX
VOO
FUQIX vs. VOO - Risk-Adjusted Trends 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.
| FUQIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.98 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.50 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.53 | -1.10 |
Martin ratioReturn relative to average drawdown | 1.69 | 7.29 | -5.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FUQIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.98 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.78 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.83 | -0.07 |
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.
Dividends
FUQIX vs. VOO - Dividend Comparison
FUQIX's dividend yield for the trailing twelve months is around 4.08%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUQIX Fidelity SAI U.S. Quality Index Fund | 4.08% | 3.63% | 12.80% | 2.38% | 1.42% | 8.55% | 9.46% | 13.68% | 2.41% | 3.79% | 1.57% | 0.29% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| FUQIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.19% | -33.99% | +2.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -11.98% | -0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -24.96% | -24.52% | -0.44% |
Max Drawdown (10Y)Largest decline over 10 years | -31.19% | -33.99% | +2.80% |
Current DrawdownCurrent decline from peak | -12.19% | -6.29% | -5.90% |
Average DrawdownAverage peak-to-trough decline | -4.29% | -3.72% | -0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 2.52% | +0.66% |
Volatility
FUQIX vs. VOO - Volatility Comparison
The current volatility for Fidelity SAI U.S. Quality Index Fund (FUQIX) is 4.47%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that FUQIX 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.
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Volatility by Period
| FUQIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 5.29% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 9.44% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.91% | 18.10% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.06% | 16.82% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 17.99% | +0.22% |