FZFLX vs. VOO
Compare and contrast key facts about Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) and Vanguard S&P 500 ETF (VOO).
FZFLX is managed by Fidelity. It was launched on Aug 12, 2015. 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: FZFLX or VOO.
Correlation
The correlation between FZFLX and VOO is 0.87, 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
FZFLX vs. VOO - Performance Comparison
Key characteristics
FZFLX:
-0.58
VOO:
0.34
FZFLX:
-0.68
VOO:
0.53
FZFLX:
0.91
VOO:
1.07
FZFLX:
-0.16
VOO:
0.42
FZFLX:
-1.76
VOO:
1.60
FZFLX:
5.92%
VOO:
3.13%
FZFLX:
17.89%
VOO:
14.67%
FZFLX:
-70.34%
VOO:
-33.99%
FZFLX:
-64.37%
VOO:
-12.03%
Returns By Period
In the year-to-date period, FZFLX achieves a -10.66% return, which is significantly lower than VOO's -7.97% return.
FZFLX
-10.66%
-6.86%
-10.49%
-10.83%
-6.23%
N/A
VOO
-7.97%
-6.52%
-4.67%
4.91%
18.59%
11.99%
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FZFLX vs. VOO - Expense Ratio Comparison
FZFLX has a 0.05% expense ratio, which is higher than VOO's 0.03% expense ratio. However, 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
FZFLX vs. VOO — Risk-Adjusted Performance Rank
FZFLX
VOO
FZFLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) 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
FZFLX vs. VOO - Dividend Comparison
FZFLX's dividend yield for the trailing twelve months is around 2.07%, more than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZFLX Fidelity SAI Small-Mid Cap 500 Index Fund | 2.07% | 1.85% | 1.49% | 1.99% | 2.00% | 1.20% | 3.48% | 1.69% | 1.04% | 0.81% | 1.21% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.41% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FZFLX vs. VOO - Drawdown Comparison
The maximum FZFLX drawdown since its inception was -70.34%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FZFLX and VOO. For additional features, visit the drawdowns tool.
Volatility
FZFLX vs. VOO - Volatility Comparison
Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) has a higher volatility of 9.65% compared to Vanguard S&P 500 ETF (VOO) at 7.31%. This indicates that FZFLX'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.