VYSVX vs. FNILX
Compare and contrast key facts about Vericimetry U.S. Small Cap Value Fund (VYSVX) and Fidelity ZERO Large Cap Index Fund (FNILX).
VYSVX is managed by Vericimetry Funds. It was launched on Dec 27, 2011. FNILX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VYSVX or FNILX.
Correlation
The correlation between VYSVX and FNILX is 0.74, 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
VYSVX vs. FNILX - Performance Comparison
Key characteristics
VYSVX:
0.07
FNILX:
1.75
VYSVX:
0.25
FNILX:
2.36
VYSVX:
1.03
FNILX:
1.32
VYSVX:
0.08
FNILX:
2.66
VYSVX:
0.21
FNILX:
11.01
VYSVX:
7.32%
FNILX:
2.08%
VYSVX:
21.10%
FNILX:
13.09%
VYSVX:
-54.88%
FNILX:
-33.75%
VYSVX:
-18.88%
FNILX:
-2.19%
Returns By Period
In the year-to-date period, VYSVX achieves a -1.28% return, which is significantly lower than FNILX's 2.44% return.
VYSVX
-1.28%
-5.01%
-9.22%
0.89%
4.70%
3.05%
FNILX
2.44%
-1.20%
7.91%
20.18%
14.33%
N/A
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VYSVX vs. FNILX - Expense Ratio Comparison
VYSVX has a 0.63% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Risk-Adjusted Performance
VYSVX vs. FNILX — Risk-Adjusted Performance Rank
VYSVX
FNILX
VYSVX vs. FNILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vericimetry U.S. Small Cap Value Fund (VYSVX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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
VYSVX vs. FNILX - Dividend Comparison
VYSVX's dividend yield for the trailing twelve months is around 1.24%, more than FNILX's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VYSVX Vericimetry U.S. Small Cap Value Fund | 1.24% | 1.23% | 1.39% | 1.21% | 1.02% | 1.06% | 1.04% | 1.00% | 0.59% | 0.67% | 0.98% | 0.66% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.06% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VYSVX vs. FNILX - Drawdown Comparison
The maximum VYSVX drawdown since its inception was -54.88%, which is greater than FNILX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for VYSVX and FNILX. For additional features, visit the drawdowns tool.
Volatility
VYSVX vs. FNILX - Volatility Comparison
Vericimetry U.S. Small Cap Value Fund (VYSVX) has a higher volatility of 4.54% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 3.47%. This indicates that VYSVX's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.