FVWSX vs. VOO
Compare and contrast key facts about Fidelity Series Opportunistic Insights Fund (FVWSX) and Vanguard S&P 500 ETF (VOO).
FVWSX is managed by Fidelity. It was launched on Dec 6, 2012. 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: FVWSX or VOO.
Correlation
The correlation between FVWSX and VOO is 0.91, 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
FVWSX vs. VOO - Performance Comparison
Key characteristics
FVWSX:
1.70
VOO:
2.21
FVWSX:
2.26
VOO:
2.93
FVWSX:
1.32
VOO:
1.41
FVWSX:
1.15
VOO:
3.25
FVWSX:
9.53
VOO:
14.47
FVWSX:
2.97%
VOO:
1.90%
FVWSX:
16.66%
VOO:
12.43%
FVWSX:
-43.63%
VOO:
-33.99%
FVWSX:
-9.91%
VOO:
-2.87%
Returns By Period
In the year-to-date period, FVWSX achieves a 28.21% return, which is significantly higher than VOO's 25.49% return. Over the past 10 years, FVWSX has underperformed VOO with an annualized return of 5.61%, while VOO has yielded a comparatively higher 13.04% annualized return.
FVWSX
28.21%
-5.88%
0.75%
29.93%
6.82%
5.61%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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FVWSX vs. VOO - Expense Ratio Comparison
FVWSX has a 0.00% expense ratio, which is lower than VOO's 0.03% expense ratio. Despite the difference, 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
FVWSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) 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
FVWSX vs. VOO - Dividend Comparison
FVWSX 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | 0.00% | 1.02% | 1.28% | 0.97% | 0.77% | 0.85% | 0.84% | 0.60% | 0.03% | 1.31% | 3.74% | 1.09% |
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
FVWSX vs. VOO - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -43.63%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FVWSX and VOO. For additional features, visit the drawdowns tool.
Volatility
FVWSX vs. VOO - Volatility Comparison
Fidelity Series Opportunistic Insights Fund (FVWSX) has a higher volatility of 6.21% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that FVWSX'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.