FBLEX vs. QQQM

In the year-to-date period, FBLEX achieves a 3.10% return, which is significantly higher than QQQM's 1.73% return.

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FBLEX has a 0.01% expense ratio, which is lower than QQQM's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Invesco NASDAQ 100 ETF (QQQM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FBLEX Sharpe Ratio is 0.89, which is higher than the QQQM Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of FBLEX and QQQM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBLEX's dividend yield for the trailing twelve months is around 12.83%, more than QQQM's 0.58% yield.

The maximum FBLEX drawdown since its inception was -39.73%, which is greater than QQQM's maximum drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for FBLEX and QQQM.

The current volatility for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) is 4.10%, while Invesco NASDAQ 100 ETF (QQQM) has a volatility of 5.59%. This indicates that FBLEX experiences smaller price fluctuations and is considered to be less risky than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.