The Equity-Income Fund fund, symbol FEQIX, is an exchange traded fund (ETF) within the Fidelity family. There are many other funds which offer a similar return profile to FEQIX, available as an ETF from Vanguard, and a mutual fund from Vanguard Mutual Funds.

What is similar to FEQIX?

When comparing both daily movements and return profile, there are multiple funds which are very similar to Fidelity's Equity-Income Fund, but not exactly the same. VVIAX (Vanguard Mutual Funds Value Index Fund Admiral Shares), VTV (Vanguard Value ETF), and VIVIX (Vanguard Mutual Funds Value Index Fund Institutional Shares).
Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VIVIX Vanguard Mutual Funds Value Index Fund Institutional Shares
Extremely Similar VTV Vanguard Value ETF
Extremely Similar VVIAX Vanguard Mutual Funds Value Index Fund Admiral Shares

What is the Vanguard equivalent of FEQIX?

We track 1 Vanguard ETF which is extremely similar to Fidelity's FEQIX: VTV (Value ETF).

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VTV Vanguard Value ETF

What is the Vanguard Mutual Funds equivalent of FEQIX?

We track 2 Vanguard Mutual Funds mutual funds which are extremely similar to Fidelity's FEQIX: VVIAX (Value Index Fund Admiral Shares), and VIVIX (Value Index Fund Institutional Shares).

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VVIAX Vanguard Mutual Funds Value Index Fund Admiral Shares
Extremely Similar VIVIX Vanguard Mutual Funds Value Index Fund Institutional Shares

Which Fidelity funds are most similar to FEQIX?

Similarity Symbol Fund Family Fund Name Compare
Very Similar FLVEX Fidelity Large-Cap Value Enhanced Index Fund
Very Similar FSLVX Fidelity Stock Selector Large-Cap Value Fund
Very Similar FEQTX Fidelity Equity Dividend Income Fund
Similar FVDFX Fidelity Value Discovery Fund
Similar FGRTX Fidelity Mega-Cap Stock Fund

Which Non-Fidelity funds are most similar to FEQIX?

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VVIAX Vanguard Mutual Funds Value Index Fund Admiral Shares
Extremely Similar VTV Vanguard Value ETF
Extremely Similar VIVIX Vanguard Mutual Funds Value Index Fund Institutional Shares
Very Similar VSPVX Vanguard Mutual Funds S&P 500 Value Index Fund Institutional Shares
Very Similar VRVIX Vanguard Mutual Funds Russell 1000 Value Index Fund Institutional Shares

Which Fidelity funds are negatively correlated to FEQIX?

Correlation Symbol Fund Family Fund Name Compare
-33.7% FSTGX Fidelity Intermediate Government Income Fund
-29.1% FGOVX Fidelity Government Income Fund
-25.5% FFXSX Fidelity Limited Term Government Fund
-24.8% FNDSX Fidelity Sustainability Bond Index Fund
-7.7% FTHRX Fidelity Intermediate Bond
-7.4% FCBFX Fidelity Corporate Bond Fund
-5.8% FTBFX Fidelity Total Bond Fund
-5.1% FBNDX Fidelity Investment Grade Bond
-5.0% FMSFX Fidelity Mortgage Securities Fund
-3.0% FSHBX Fidelity Short-Term Bond Fund

Which Non-Fidelity funds are negatively correlated to FEQIX?

Correlation Symbol Fund Family Fund Name Compare
-96.1% SH PowerShares Short S&P500
-95.6% DOG PowerShares Short Dow30
-95.2% SDS PowerShares UltraShort S&P500
-94.7% DXD PowerShares UltraShort Dow30
-94.1% SPXU PowerShares UltraPro Short S&P500
-93.4% MYY PowerShares Short MidCap400
-93.1% SEF PowerShares Short Financials
-92.4% MZZ PowerShares UltraShort MidCap400
-92.0% SKF PowerShares UltraShort Financials
-90.1% EFZ PowerShares Short MSCI EAFE

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