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FLDR vs VIOV

Comparison between FIDELITY LOW DURATION BOND FACTOR ETF (FLDR, ETF) and VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF).

5-Year PerformanceVIOV has outperformed FLDR, delivering a return of +8.2% compared to +3.7%

FLDR vs VIOV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FLDR
$1.90B
Winner
VIOV
$2B
Expense Ratio
FLDR
0.15%
Winner
VIOV
0.10%
Max Drawdown
Winner
FLDR
12.31%
VIOV
48.88%
Sharpe Ratio
FLDR
0.25
Winner
VIOV
1.71
5Y Beta
Winner
FLDR
0.01
VIOV
0.97
P/E Ratio
FLDR
N/A
VIOV
61.91
Forward P/E
FLDR
N/A
VIOV
13.60
5Y Dividends CAGR
Winner
FLDR
53.16%
VIOV
11.76%
5Y EPS CAGR
FLDR
N/A
VIOV
4.00%
Debt to Equity
FLDR
N/A
VIOV
29.86%
P/S Ratio
FLDR
N/A
VIOV
0.95
P/B Ratio
FLDR
N/A
VIOV
1.67

FLDR vs VIOV - Historical Returns

Returns include dividend reinvestment.

1M
FLDR
+0.13%
Winner
VIOV
+1.84%
3M
FLDR
+0.86%
Winner
VIOV
+6.36%
6M
FLDR
+1.61%
Winner
VIOV
+9.57%
1Y
FLDR
+4.11%
Winner
VIOV
+38.08%
5Y(CAGR)
FLDR
+3.73%
Winner
VIOV
+8.21%
10Y(CAGR)
FLDR
+3.21%
Winner
VIOV
+10.27%
Max(CAGR)
FLDR
+3.21%
Winner
VIOV
+12.02%

FLDR vs VIOV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearFLDRVIOV
2026+1.98%+21.14%
2025+5.39%+7.23%
2024+5.78%+7.72%
2023+6.34%+15.11%
2022-0.31%-12.67%
2021-0.16%+32.30%
2020+1.98%+2.90%
2019+4.34%+23.35%
2018+0.94%-13.65%
2017N/A+10.58%
2016N/A+33.52%
2015N/A-5.30%
2014N/A+8.67%
2013N/A+36.44%
2012N/A+15.46%
2011N/A-3.29%
2010N/A+24.60%

FLDR vs VIOV Drawdown Comparison

The maximum drawdown for FLDR was -12.23%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.

The current FLDR drawdown is -0.10%. The current VIOV drawdown is -1.61%.

RankFLDRVIOV
#1-12.23%
Mar 5, 2020 - Jun 12, 2020
-47.36%
Aug 22, 2018 - Jan 6, 2021
#2-2.33%
Aug 3, 2021 - Jan 12, 2023
-28.44%
Nov 25, 2024 - Dec 10, 2025
#3-1.06%
Oct 23, 2018 - Feb 8, 2019
-25.80%
Jul 7, 2011 - Feb 1, 2012
#4-0.76%
Apr 3, 2025 - May 16, 2025
-24.20%
Nov 5, 2021 - Jul 16, 2024
#5-0.68%
Mar 13, 2023 - Apr 5, 2023
-20.52%
Jun 23, 2015 - Jul 11, 2016
#6-0.53%
Dec 11, 2020 - Jul 8, 2021
-13.85%
Mar 27, 2012 - Sep 7, 2012
#7-0.47%
Feb 27, 2026 - Apr 8, 2026
-12.69%
Jun 8, 2021 - Nov 5, 2021
#8-0.28%
Oct 11, 2023 - Nov 1, 2023
-11.15%
Jul 3, 2014 - Dec 22, 2014
#9-0.28%
Sep 4, 2019 - Sep 24, 2019
-10.18%
Mar 12, 2021 - Jun 1, 2021
#10-0.27%
Oct 2, 2024 - Oct 30, 2024
-9.67%
Apr 7, 2011 - Jul 7, 2011
#11-0.24%
Mar 28, 2024 - Apr 29, 2024
-9.57%
Sep 14, 2012 - Jan 2, 2013
#12-0.23%
Sep 29, 2023 - Oct 11, 2023
-9.33%
Feb 6, 2026 - Apr 17, 2026
#13-0.22%
Sep 3, 2020 - Dec 11, 2020
-9.10%
Jul 31, 2024 - Sep 19, 2024
#14-0.22%
Sep 11, 2018 - Oct 11, 2018
-8.69%
Jan 22, 2018 - May 11, 2018
#15-0.21%
Dec 6, 2024 - Jan 2, 2025
-7.15%
Jul 25, 2017 - Sep 22, 2017

Correlation

Correlation between FLDR and VIOV is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2010 - 2026)

FLDR vs VIOV dividend yield comparison.

YearFLDRVIOV
20262.34%0.75%
20254.66%1.69%
20245.50%1.78%
20235.28%2.18%
20222.09%1.81%
20210.51%1.59%
20201.22%1.42%
20192.69%1.60%
20181.38%1.76%
20170.00%1.43%
20160.00%1.17%
20150.00%1.32%
20140.00%1.27%
20130.00%0.91%
20120.00%1.31%
20110.00%1.09%
20100.00%1.20%

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