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:
1.40
VOO:
1.92
FVWSX:
1.90
VOO:
2.58
FVWSX:
1.26
VOO:
1.35
FVWSX:
1.53
VOO:
2.88
FVWSX:
6.19
VOO:
12.03
FVWSX:
3.77%
VOO:
2.02%
FVWSX:
16.68%
VOO:
12.69%
FVWSX:
-43.63%
VOO:
-33.99%
FVWSX:
-2.93%
VOO:
0.00%
Returns By Period
In the year-to-date period, FVWSX achieves a 6.99% return, which is significantly higher than VOO's 4.36% return. Over the past 10 years, FVWSX has underperformed VOO with an annualized return of 5.96%, while VOO has yielded a comparatively higher 13.28% annualized return.
FVWSX
6.99%
3.81%
7.61%
23.30%
7.01%
5.96%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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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 Rank
FVWSX
VOO
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 0.68%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | 0.68% | 0.72% | 1.02% | 1.28% | 0.97% | 0.77% | 0.85% | 0.84% | 0.60% | 0.03% | 1.31% | 3.74% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 4.68% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. 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.