QDVSX vs. VOO

In the year-to-date period, QDVSX achieves a 3.08% return, which is significantly higher than VOO's 0.90% return.

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QDVSX 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 Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans (QDVSX) 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 QDVSX Sharpe Ratio is 0.28, which is lower than the VOO Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of QDVSX 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.

QDVSX's dividend yield for the trailing twelve months is around 4.78%, more than VOO's 1.29% yield.

The maximum QDVSX drawdown since its inception was -33.57%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for QDVSX and VOO.

The current volatility for Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans (QDVSX) is 4.55%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that QDVSX 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.