Performance
FXAIX vs. VOO - Performance Comparison
The year-to-date returns for both investments are quite close, with FXAIX having a 11.29% return and VOO slightly higher at 11.30%. Both investments have delivered pretty close results over the past 10 years, with FXAIX having a 12.76% annualized return and VOO not far behind at 12.68%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
FXAIX
VOO
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FXAIX vs. VOO - Expense Ratio Comparison
FXAIX has a 0.02% expense ratio, which is lower than VOO's 0.03% expense ratio. Despite the difference, 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
FXAIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) and Vanguard S&P 500 ETF (VOO). 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.
FXAIX vs. VOO - Sharpe Ratio Comparison
The current FXAIX Sharpe Ratio is 2.47, which roughly equals the VOO Sharpe Ratio of 2.46. The chart below compares the 12-month rolling Sharpe Ratio of FXAIX and VOO.
FXAIX
VOO
Dividends
FXAIX vs. VOO - Dividend Comparison
FXAIX's dividend yield for the trailing twelve months is around 1.32%, which matches VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.32% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FXAIX vs. VOO - Drawdown Comparison
The maximum FXAIX drawdown since its inception was -33.79%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FXAIX and VOO. For additional features, visit the drawdowns tool.
FXAIX
VOO
Volatility
FXAIX vs. VOO - Volatility Comparison
Fidelity 500 Index Fund (FXAIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 2.70% and 2.73%, 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.
FXAIX
VOO
