VSDA vs. FXAIX
Compare and contrast key facts about VictoryShares Dividend Accelerator ETF (VSDA) and Fidelity 500 Index Fund (FXAIX).
VSDA is a passively managed fund by Crestview that tracks the performance of the Nasdaq Victory Dividend Accelerator Index. It was launched on Apr 18, 2017. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSDA or FXAIX.
Key characteristics
| VSDA | FXAIX | |
|---|---|---|
| YTD Return | 2.06% | 5.67% |
| 1Y Return | 8.04% | 23.72% |
| 3Y Return (Ann) | 5.77% | 7.94% |
| 5Y Return (Ann) | 10.51% | 13.14% |
| Sharpe Ratio | 0.79 | 1.91 |
| Daily Std Dev | 10.61% | 11.69% |
| Max Drawdown | -32.11% | -33.79% |
| Current Drawdown | -3.89% | -4.41% |
Correlation
The correlation between VSDA and FXAIX is 0.75, 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
VSDA vs. FXAIX - Performance Comparison
In the year-to-date period, VSDA achieves a 2.06% return, which is significantly lower than FXAIX's 5.67% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VSDA vs. FXAIX - Expense Ratio Comparison
VSDA has a 0.35% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
VSDA vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Dividend Accelerator ETF (VSDA) 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.
Dividends
VSDA vs. FXAIX - Dividend Comparison
VSDA's dividend yield for the trailing twelve months is around 2.03%, more than FXAIX's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSDA VictoryShares Dividend Accelerator ETF | 2.03% | 1.92% | 1.83% | 1.40% | 1.49% | 1.36% | 1.69% | 1.23% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.39% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
VSDA vs. FXAIX - Drawdown Comparison
The maximum VSDA drawdown since its inception was -32.11%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for VSDA and FXAIX. For additional features, visit the drawdowns tool.
Volatility
VSDA vs. FXAIX - Volatility Comparison
The current volatility for VictoryShares Dividend Accelerator ETF (VSDA) is 2.47%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.85%. This indicates that VSDA 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.