VSLU vs. FXAIX
Compare and contrast key facts about Applied Finance Valuation Large Cap ETF (VSLU) and Fidelity 500 Index Fund (FXAIX).
VSLU is an actively managed fund by Applied Finance Group. It was launched on Apr 29, 2021. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSLU or FXAIX.
Correlation
The correlation between VSLU and FXAIX is 0.96, 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
VSLU vs. FXAIX - Performance Comparison
Key characteristics
VSLU:
1.87
FXAIX:
1.97
VSLU:
2.53
FXAIX:
2.64
VSLU:
1.34
FXAIX:
1.36
VSLU:
3.24
FXAIX:
2.98
VSLU:
12.48
FXAIX:
12.34
VSLU:
1.86%
FXAIX:
2.04%
VSLU:
12.38%
FXAIX:
12.79%
VSLU:
-23.86%
FXAIX:
-33.79%
VSLU:
-0.45%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, VSLU achieves a 3.36% return, which is significantly lower than FXAIX's 4.11% return.
VSLU
3.36%
2.58%
9.33%
21.45%
N/A
N/A
FXAIX
4.11%
2.86%
10.80%
23.21%
14.39%
13.13%
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VSLU vs. FXAIX - Expense Ratio Comparison
VSLU has a 0.49% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
VSLU vs. FXAIX — Risk-Adjusted Performance Rank
VSLU
FXAIX
VSLU vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Applied Finance Valuation Large Cap ETF (VSLU) 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
VSLU vs. FXAIX - Dividend Comparison
VSLU's dividend yield for the trailing twelve months is around 0.58%, less than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSLU Applied Finance Valuation Large Cap ETF | 0.58% | 0.60% | 0.60% | 0.99% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
VSLU vs. FXAIX - Drawdown Comparison
The maximum VSLU drawdown since its inception was -23.86%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for VSLU and FXAIX. For additional features, visit the drawdowns tool.
Volatility
VSLU vs. FXAIX - Volatility Comparison
The current volatility for Applied Finance Valuation Large Cap ETF (VSLU) is 2.97%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.21%. This indicates that VSLU 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.