May 4, 2011 – Oct 2, 2026, FXAIX sets the start date
Growth of $10,000
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Key metrics
| Return | FXAIX | VOO |
|---|---|---|
| Final balance | $75,314 | $75,300 |
| Total return | +653.14% | +653.00% |
| CAGR | +14.00% | +13.99% |
| Calendar years | FXAIX | VOO |
|---|---|---|
| Best year | +32.38% | +32.39% |
| Worst year | −18.14% | −18.17% |
| Positive years | 12 of 14 | 12 of 14 |
| Risk | FXAIX | VOO |
|---|---|---|
| Max drawdown | −33.79% | −33.99% |
| Longest drawdown | 1.9 years | 1.9 years |
| Volatility (annualized) | 17.20% | 17.13% |
| Risk-adjusted | FXAIX | VOO |
|---|---|---|
| Sharpe ratio | 0.85 | 0.85 |
| Sortino ratio | 1.20 | 1.20 |
| Calmar ratio | 0.41 | 0.41 |
Trailing returns
| Period | FXAIX | VOO | FXAIX − VOO |
|---|---|---|---|
| YTD | +13.49% | +13.80% | −0.31% |
| 1Y | +16.03% | +16.33% | −0.30% |
| 3Y | +23.14% | +23.24% | −0.10% |
| 5Y | +13.67% | +13.72% | −0.05% |
| 10Y | +15.40% | +15.41% | −0.02% |
| 15Y | +15.72% | +15.67% | +0.05% |
Rolling returns
| Period | FXAIX median | VOO median | More often ahead |
|---|---|---|---|
| 1Y | +16.52% | +16.47% | FXAIX 69% |
| 3Y | +13.23% | +13.19% | FXAIX 88% |
| 5Y | +13.83% | +13.73% | FXAIX 98% |
| 10Y | +13.38% | +13.33% | FXAIX >99% |
Worst drawdowns · FXAIX
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.8% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.5% | Jan 2022 | Oct 2022 | Dec 2023 | 1.9 years |
| −19.4% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −18.8% | Jul 2011 | Oct 2011 | Feb 2012 | 7 months |
| −18.8% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.5% | Jan 2022 | Oct 2022 | Dec 2023 | 1.9 years |
| −19.5% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −18.7% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −18.5% | Jul 2011 | Oct 2011 | Feb 2012 | 7 months |
Annual returns
| Year | FXAIX | VOO | FXAIX − VOO |
|---|---|---|---|
| 2017 | +21.82% | +21.77% | +0.05% |
| 2018 | −4.43% | −4.50% | +0.07% |
| 2019 | +31.48% | +31.37% | +0.12% |
| 2020 | +18.42% | +18.32% | +0.09% |
| 2021 | +28.71% | +28.79% | −0.09% |
| 2022 | −18.14% | −18.17% | +0.04% |
| 2023 | +26.29% | +26.32% | −0.03% |
| 2024 | +25.01% | +24.98% | +0.04% |
| 2025 | +17.84% | +17.82% | +0.02% |
| 2026to Oct 2 | +13.49% | +13.80% | −0.31% |
About FXAIX vs VOO
Both track the S&P 500. FXAIX is a Fidelity mutual fund, bought and sold once a day at the closing price. VOO is a Vanguard ETF that trades all day like a stock. In a taxable account, an ETF usually passes on fewer capital gains.
FXAIX returned 14.00% a year from May 2011 to Oct 2026, against 13.99% for VOO. Both fell furthest in 2020, FXAIX by 33.8% and VOO by 34.0%. FXAIX beat VOO in 9 of 14 full years and in nearly every rolling 10-year period.
Uses daily closing prices with dividends reinvested. Fund fees are included, but not taxes or trading costs. The comparison starts on May 4, 2011, when FXAIX's prices begin.