VTSAX vs. FSKAX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Fidelity Total Market Index Fund (FSKAX).
VTSAX is managed by Vanguard. It was launched on Nov 13, 2000. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTSAX or FSKAX.
Correlation
The correlation between VTSAX and FSKAX is 1.00, 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
VTSAX vs. FSKAX - Performance Comparison
Key characteristics
VTSAX:
1.90
FSKAX:
1.90
VTSAX:
2.54
FSKAX:
2.54
VTSAX:
1.35
FSKAX:
1.35
VTSAX:
2.87
FSKAX:
2.87
VTSAX:
12.36
FSKAX:
12.38
VTSAX:
1.99%
FSKAX:
2.00%
VTSAX:
12.93%
FSKAX:
12.99%
VTSAX:
-55.34%
FSKAX:
-35.01%
VTSAX:
-4.05%
FSKAX:
-4.05%
Returns By Period
The year-to-date returns for both investments are quite close, with VTSAX having a 23.58% return and FSKAX slightly higher at 23.70%. Both investments have delivered pretty close results over the past 10 years, with VTSAX having a 12.46% annualized return and FSKAX not far behind at 12.34%.
VTSAX
23.58%
-0.42%
8.49%
23.68%
13.88%
12.46%
FSKAX
23.70%
-0.40%
8.56%
23.81%
13.88%
12.34%
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VTSAX vs. FSKAX - Expense Ratio Comparison
VTSAX has a 0.04% 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%.
Risk-Adjusted Performance
VTSAX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) 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.
Dividends
VTSAX vs. FSKAX - Dividend Comparison
VTSAX's dividend yield for the trailing twelve months is around 1.28%, more than FSKAX's 0.18% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Total Stock Market Index Fund Admiral Shares | 1.28% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Fidelity Total Market Index Fund | 0.18% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% | 1.54% |
Drawdowns
VTSAX vs. FSKAX - Drawdown Comparison
The maximum VTSAX drawdown since its inception was -55.34%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for VTSAX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
VTSAX vs. FSKAX - Volatility Comparison
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 3.93% and 3.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.