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.
Key characteristics
| FVWSX | VOO | |
|---|---|---|
| YTD Return | 38.34% | 26.94% |
| 1Y Return | 45.36% | 35.06% |
| 3Y Return (Ann) | 2.18% | 10.23% |
| 5Y Return (Ann) | 7.67% | 15.77% |
| 10Y Return (Ann) | 6.68% | 13.41% |
| Sharpe Ratio | 3.06 | 3.08 |
| Sortino Ratio | 4.02 | 4.09 |
| Omega Ratio | 1.57 | 1.58 |
| Calmar Ratio | 1.72 | 4.46 |
| Martin Ratio | 17.95 | 20.36 |
| Ulcer Index | 2.64% | 1.85% |
| Daily Std Dev | 15.53% | 12.23% |
| Max Drawdown | -43.63% | -33.99% |
| Current Drawdown | -0.34% | -0.25% |
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
In the year-to-date period, FVWSX achieves a 38.34% return, which is significantly higher than VOO's 26.94% return. Over the past 10 years, FVWSX has underperformed VOO with an annualized return of 6.68%, while VOO has yielded a comparatively higher 13.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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's dividend yield for the trailing twelve months is around 0.74%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | 0.74% | 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 | 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
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 4.32% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. 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.