Fidelity Strategic Dividend & Income Fund (FSDIX) Alternatives
Fidelity Strategic Dividend & Income Fund (FSDIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FSDIX
FSDIX charges 0.68% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FSDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FSDIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FSDIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FSDIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FSDIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FSDIX vs BWBIX |
Best Risk-Adjusted Alternatives to FSDIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FSDIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FSDIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FSDIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FSDIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FSDIX vs PMAIX |
Top Performing FSDIX Alternatives (YTD)
FSDIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FSDIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FSDIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FSDIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FSDIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FSDIX vs CONWX |
Lowest Volatility Alternatives to FSDIX
FSDIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FSDIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FSDIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FSDIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FSDIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FSDIX vs SICIX |
Lowest Drawdown Alternatives to FSDIX
FSDIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FSDIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FSDIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FSDIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FSDIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FSDIX vs SICIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FSDIX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FSDIX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FSDIX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FSDIX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FSDIX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FSDIX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FSDIX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FSDIX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FSDIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FSDIX vs FTIHX |
Often Compared With FSDIX
What investors most often compare with FSDIX, based on PortfoliosLab usage data.
Compare FSDIX with Any Fund or Stock
Compare FSDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.