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FFLV vs VOE

Fidelity Fundamental Large Cap vs Vanguard Mid-Cap Value Index Fund

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

VOE

Vanguard Mid-Cap Value Index Fund

Vanguard

Annual cost

0.05%

Fund size

$36.7B

Key differences

  • VOE costs 0.33% less per year.
  • VOE is significantly larger than FFLV — larger funds tend to be more liquid and less likely to close.
  • FFLV covers global markets; VOE covers north america.
  • FFLV follows a active selection strategy; VOE uses index tracking.
  • VOE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FFLVVOE
Annual cost (TER)0.38%0.05%
Fund size (AUM)$17M$36.7B
Since20242006
Dividend yield1.48%1.88%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.7%+24.7%
CAGR 3YN/A+16.6%
CAGR 5YN/A+9.0%
Sharpe 3YN/A0.93
Volatility 1Y11.50%11.60%
Max drawdown-16.71%-43.18%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FFLV and VOE