FVLAX vs. VOO
Compare and contrast key facts about Fidelity Advisor Value Leaders Fund Class A (FVLAX) and Vanguard S&P 500 ETF (VOO).
FVLAX is managed by Fidelity. It was launched on Jun 17, 2003. 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: FVLAX or VOO.
Correlation
The correlation between FVLAX and VOO is 0.85, 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
FVLAX vs. VOO - Performance Comparison
Key characteristics
FVLAX:
-0.22
VOO:
1.98
FVLAX:
-0.18
VOO:
2.65
FVLAX:
0.97
VOO:
1.36
FVLAX:
-0.18
VOO:
2.98
FVLAX:
-0.46
VOO:
12.44
FVLAX:
6.79%
VOO:
2.02%
FVLAX:
14.30%
VOO:
12.69%
FVLAX:
-63.78%
VOO:
-33.99%
FVLAX:
-15.93%
VOO:
0.00%
Returns By Period
In the year-to-date period, FVLAX achieves a 0.50% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, FVLAX has underperformed VOO with an annualized return of 3.04%, while VOO has yielded a comparatively higher 13.30% annualized return.
FVLAX
0.50%
-0.54%
-11.68%
-4.75%
1.98%
3.04%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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FVLAX vs. VOO - Expense Ratio Comparison
FVLAX has a 1.15% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FVLAX vs. VOO — Risk-Adjusted Performance Rank
FVLAX
VOO
FVLAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Value Leaders Fund Class A (FVLAX) 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
FVLAX vs. VOO - Dividend Comparison
FVLAX's dividend yield for the trailing twelve months is around 1.51%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVLAX Fidelity Advisor Value Leaders Fund Class A | 1.51% | 1.52% | 1.36% | 0.60% | 0.72% | 0.61% | 1.02% | 1.18% | 0.64% | 0.45% | 3.48% | 0.80% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FVLAX vs. VOO - Drawdown Comparison
The maximum FVLAX drawdown since its inception was -63.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FVLAX and VOO. For additional features, visit the drawdowns tool.
Volatility
FVLAX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Value Leaders Fund Class A (FVLAX) is 2.58%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that FVLAX 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.