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:
0.71
VOO:
1.95
FZFLX:
1.06
VOO:
2.60
FZFLX:
1.13
VOO:
1.36
FZFLX:
0.17
VOO:
2.97
FZFLX:
2.80
VOO:
12.47
FZFLX:
3.89%
VOO:
2.01%
FZFLX:
15.39%
VOO:
12.89%
FZFLX:
-70.34%
VOO:
-33.99%
FZFLX:
-58.56%
VOO:
-1.30%
Returns By Period
In the year-to-date period, FZFLX achieves a 3.92% return, which is significantly higher than VOO's 2.71% return.
FZFLX
3.92%
3.92%
1.69%
10.15%
-10.91%
N/A
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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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 1.78%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZFLX Fidelity SAI Small-Mid Cap 500 Index Fund | 1.78% | 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 | 1.21% | 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
The current volatility for Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) is 3.80%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.21%. This indicates that FZFLX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.