FZFLX vs. IVOO

In the year-to-date period, FZFLX achieves a 0.00% return, which is significantly higher than IVOO's -1.16% return.

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FZFLX has a 0.05% expense ratio, which is lower than IVOO's 0.10% 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 SAI Small-Mid Cap 500 Index Fund (FZFLX) and Vanguard S&P Mid-Cap 400 ETF (IVOO). 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 FZFLX Sharpe Ratio is -0.03, which is lower than the IVOO Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of FZFLX and IVOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZFLX's dividend yield for the trailing twelve months is around 1.85%, more than IVOO's 1.61% yield.

The maximum FZFLX drawdown since its inception was -70.34%, which is greater than IVOO's maximum drawdown of -42.33%. Use the drawdown chart below to compare losses from any high point for FZFLX and IVOO. For additional features, visit the drawdowns tool.

Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) has a higher volatility of 5.57% compared to Vanguard S&P Mid-Cap 400 ETF (IVOO) at 5.22%. This indicates that FZFLX's price experiences larger fluctuations and is considered to be riskier than IVOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.