FVWSX vs. VOO

In the year-to-date period, FVWSX achieves a 2.75% return, which is significantly higher than VOO's -0.19% return. Over the past 10 years, FVWSX has outperformed VOO with an annualized return of 14.84%, while VOO has yielded a comparatively lower 12.67% annualized return.

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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%.

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.

The current FVWSX Sharpe Ratio is 0.81, which is comparable to the VOO Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of FVWSX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FVWSX's dividend yield for the trailing twelve months is around 0.71%, less than VOO's 1.30% yield.

The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum VOO 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.

Fidelity Series Opportunistic Insights Fund (FVWSX) has a higher volatility of 6.68% compared to Vanguard S&P 500 ETF (VOO) at 6.36%. 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.