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IVOO vs. FZFLX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

IVOO vs. FZFLX

Last updated May 12, 2025

Compare and contrast key facts about Vanguard S&P Mid-Cap 400 ETF (IVOO) and Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX).

IVOO is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Index. It was launched on Sep 7, 2010. FZFLX is managed by Fidelity. It was launched on Aug 12, 2015.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVOO or FZFLX.

Correlation

The correlation between IVOO and FZFLX is 1.00, 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

IVOO vs. FZFLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard S&P Mid-Cap 400 ETF (IVOO) and Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

IVOO:

13.60%

FZFLX:

14.49%

Max Drawdown

IVOO:

-0.80%

FZFLX:

-0.67%

Current Drawdown

IVOO:

-0.12%

FZFLX:

0.00%

Returns By Period

IVOO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FZFLX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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IVOO vs. FZFLX - Expense Ratio Comparison

IVOO has a 0.10% expense ratio, which is higher than FZFLX's 0.05% 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%.

IVOO
Vanguard S&P Mid-Cap 400 ETF
FZFLX
Fidelity SAI Small-Mid Cap 500 Index Fund

Risk-Adjusted Performance

IVOO vs. FZFLX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IVOO
The Risk-Adjusted Performance Rank of IVOO is 2020
Overall Rank
The Sharpe Ratio Rank of IVOO is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of IVOO is 2121
Sortino Ratio Rank
The Omega Ratio Rank of IVOO is 2121
Omega Ratio Rank
The Calmar Ratio Rank of IVOO is 2020
Calmar Ratio Rank
The Martin Ratio Rank of IVOO is 2020
Martin Ratio Rank
FZFLX
The Risk-Adjusted Performance Rank of FZFLX is 1515
Overall Rank
The Sharpe Ratio Rank of FZFLX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of FZFLX is 1515
Sortino Ratio Rank
The Omega Ratio Rank of FZFLX is 1515
Omega Ratio Rank
The Calmar Ratio Rank of FZFLX is 1919
Calmar Ratio Rank
The Martin Ratio Rank of FZFLX is 1414
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IVOO vs. FZFLX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 ETF (IVOO) and Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX). 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.

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Dividends

IVOO vs. FZFLX - Dividend Comparison

IVOO's dividend yield for the trailing twelve months is around 1.68%, less than FZFLX's 1.94% yield.

TTM20242023202220212020201920182017201620152014
IVOO
Vanguard S&P Mid-Cap 400 ETF		1.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FZFLX
Fidelity SAI Small-Mid Cap 500 Index Fund		1.94%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IVOO vs. FZFLX - Drawdown Comparison

The maximum IVOO drawdown since its inception was -0.80%, which is greater than FZFLX's maximum drawdown of -0.67%. Use the drawdown chart below to compare losses from any high point for IVOO and FZFLX. For additional features, visit the drawdowns tool.

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Volatility

IVOO vs. FZFLX - Volatility Comparison

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