VTHR vs. FSKAX
VTHR (Vanguard Russell 3000 ETF) and FSKAX (Fidelity Total Market Index Fund) are both Large Cap Blend Equities funds. Over the past 10 years, VTHR returned 14.94%/yr vs 14.91%/yr for FSKAX. With a 0.95 correlation, they move nearly in lockstep. VTHR charges 0.07%/yr vs 0.01%/yr for FSKAX.
Performance
VTHR vs. FSKAX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with VTHR having a 9.46% return and FSKAX slightly lower at 9.19%. Both investments have delivered pretty close results over the past 10 years, with VTHR having a 14.94% annualized return and FSKAX not far behind at 14.91%.
VTHR
- 1D
- 0.61%
- 1M
- -0.28%
- YTD
- 9.46%
- 6M
- 9.47%
- 1Y
- 25.83%
- 3Y*
- 20.45%
- 5Y*
- 12.17%
- 10Y*
- 14.94%
FSKAX
- 1D
- 1.89%
- 1M
- -0.76%
- YTD
- 9.19%
- 6M
- 9.26%
- 1Y
- 25.69%
- 3Y*
- 20.78%
- 5Y*
- 12.13%
- 10Y*
- 14.91%
VTHR vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTHR Vanguard Russell 3000 ETF | 9.46% | 16.99% | 23.57% | 25.92% | -19.20% | 25.49% | 20.93% | 30.82% | -5.65% | 21.06% |
FSKAX Fidelity Total Market Index Fund | 9.19% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Correlation
The correlation between VTHR and FSKAX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2011 | 0.95 |
The correlation between VTHR and FSKAX has been stable across timeframes, ranging from 0.95 to 0.99 - a consistent structural relationship.
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Return for Risk
VTHR vs. FSKAX — Risk / Return Rank
VTHR
FSKAX
VTHR vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 3000 ETF (VTHR) and Fidelity Total Market Index Fund (FSKAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VTHR | FSKAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.35 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.74 | 2.77 | -0.03 |
| Martin ratioReturn relative to average drawdown | 12.28 | 12.40 | -0.12 |
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Drawdowns
VTHR vs. FSKAX - Drawdown Comparison
The maximum VTHR drawdown since its inception was -34.61%, roughly equal to the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for VTHR and FSKAX.
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Drawdown Indicators
| VTHR | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.61% | -35.01% | +0.40% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -8.92% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -19.36% | -19.43% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -25.06% | -25.39% | +0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -34.61% | -35.01% | +0.40% |
Current DrawdownCurrent decline from peak | -2.02% | -2.58% | +0.56% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -4.01% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.99% | 0.00% |
Volatility
VTHR vs. FSKAX - Volatility Comparison
The current volatility for Vanguard Russell 3000 ETF (VTHR) is 4.33%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.64%. This indicates that VTHR experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTHR | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 4.64% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 9.99% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.70% | 12.79% | -0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.36% | 17.49% | -0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 18.49% | -0.63% |
VTHR vs. FSKAX - Expense Ratio Comparison
VTHR has a 0.07% expense ratio, which is higher than FSKAX'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%.
Dividends
VTHR vs. FSKAX - Dividend Comparison
VTHR's dividend yield for the trailing twelve months is around 1.02%, more than FSKAX's 0.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSKAX Fidelity Total Market Index Fund | 0.96% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
VTHR Vanguard Russell 3000 ETF | 1.02% | 1.08% | 1.19% | 1.47% | 1.52% | 1.16% | 1.37% | 1.65% | 1.89% | 1.63% | 1.82% | 1.84% |
Frequently Asked Questions
With a correlation of 0.99, VTHR and FSKAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FSKAX has higher volatility (4.64%) compared to VTHR (4.33%). In terms of maximum drawdown, VTHR dropped -34.61% vs FSKAX's -35.01%.
FSKAX currently has the higher Sharpe Ratio (1.93 vs 1.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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