QDVSX vs. VOO
Compare and contrast key facts about Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans (QDVSX) and Vanguard S&P 500 ETF (VOO).
QDVSX is managed by T. Rowe Price. It was launched on Dec 12, 2019. 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: QDVSX or VOO.
Correlation
The correlation between QDVSX and VOO is 0.93, 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
QDVSX vs. VOO - Performance Comparison
Key characteristics
QDVSX:
1.26
VOO:
1.92
QDVSX:
1.76
VOO:
2.58
QDVSX:
1.23
VOO:
1.35
QDVSX:
1.72
VOO:
2.88
QDVSX:
5.67
VOO:
12.03
QDVSX:
2.99%
VOO:
2.02%
QDVSX:
13.51%
VOO:
12.69%
QDVSX:
-33.57%
VOO:
-33.99%
QDVSX:
-1.48%
VOO:
0.00%
Returns By Period
In the year-to-date period, QDVSX achieves a 6.29% return, which is significantly higher than VOO's 4.36% return.
QDVSX
6.29%
3.76%
3.33%
16.78%
13.05%
N/A
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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QDVSX vs. VOO - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
QDVSX vs. VOO — Risk-Adjusted Performance Rank
QDVSX
VOO
QDVSX vs. VOO - Risk-Adjusted Performance Comparison
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.
Dividends
QDVSX vs. VOO - Dividend Comparison
QDVSX's dividend yield for the trailing twelve months is around 1.55%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDVSX Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans | 1.55% | 1.64% | 1.68% | 1.66% | 1.02% | 1.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
QDVSX vs. VOO - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
QDVSX vs. VOO - Volatility Comparison
Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans (QDVSX) has a higher volatility of 3.68% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. This indicates that QDVSX'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.