SILVX vs. FZROX
Compare and contrast key facts about SGI U.S. Large Equity Fund (SILVX) and Fidelity ZERO Total Market Index Fund (FZROX).
SILVX is managed by Summit Global Investments. It was launched on Feb 29, 2012. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SILVX or FZROX.
Correlation
The correlation between SILVX and FZROX 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
SILVX vs. FZROX - Performance Comparison
Key characteristics
SILVX:
-0.15
FZROX:
1.91
SILVX:
-0.04
FZROX:
2.57
SILVX:
0.99
FZROX:
1.35
SILVX:
-0.12
FZROX:
2.91
SILVX:
-0.40
FZROX:
11.49
SILVX:
8.06%
FZROX:
2.17%
SILVX:
20.95%
FZROX:
13.05%
SILVX:
-31.81%
FZROX:
-34.96%
SILVX:
-22.30%
FZROX:
-0.09%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with SILVX at 4.22% and FZROX at 4.22%.
SILVX
4.22%
2.64%
-12.43%
-4.42%
-0.76%
3.40%
FZROX
4.22%
2.81%
11.29%
22.68%
13.82%
N/A
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SILVX vs. FZROX - Expense Ratio Comparison
SILVX has a 0.98% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
SILVX vs. FZROX — Risk-Adjusted Performance Rank
SILVX
FZROX
SILVX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI U.S. Large Equity Fund (SILVX) and Fidelity ZERO Total Market Index Fund (FZROX). 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
SILVX vs. FZROX - Dividend Comparison
SILVX's dividend yield for the trailing twelve months is around 0.58%, less than FZROX's 1.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SILVX SGI U.S. Large Equity Fund | 0.58% | 0.60% | 0.94% | 1.12% | 0.20% | 0.37% | 0.98% | 0.75% | 1.18% | 1.11% | 1.53% | 1.17% |
FZROX Fidelity ZERO Total Market Index Fund | 1.11% | 1.16% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SILVX vs. FZROX - Drawdown Comparison
The maximum SILVX drawdown since its inception was -31.81%, smaller than the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for SILVX and FZROX. For additional features, visit the drawdowns tool.
Volatility
SILVX vs. FZROX - Volatility Comparison
The current volatility for SGI U.S. Large Equity Fund (SILVX) is 2.44%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 3.24%. This indicates that SILVX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.