VOO vs. FXAIX

In the year-to-date period, VOO achieves a 1.73% return, which is significantly higher than FXAIX's 0.61% return. Both investments have delivered pretty close results over the past 10 years, with VOO having a 12.85% annualized return and FXAIX not far behind at 12.55%.

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VOO has a 0.03% expense ratio, which is higher than FXAIX's 0.02% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 ETF (VOO) and Fidelity 500 Index Fund (FXAIX). 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 VOO Sharpe Ratio is 0.72, which is comparable to the FXAIX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of VOO and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VOO's dividend yield for the trailing twelve months is around 1.28%, less than FXAIX's 1.55% yield.

The maximum VOO drawdown since its inception was -33.99%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for VOO and FXAIX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard S&P 500 ETF (VOO) is 5.49%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.18%. This indicates that VOO experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.