FCNSX vs. XLG
Compare and contrast key facts about Fidelity Series Canada Fund (FCNSX) and Invesco S&P 500 Top 50 ETF (XLG).
FCNSX is managed by Fidelity. It was launched on Aug 15, 2017. XLG is a passively managed fund by Invesco that tracks the performance of the S&P 500 Top 50 Index. It was launched on May 4, 2005.
Performance
FCNSX vs. XLG - Performance Comparison
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FCNSX vs. XLG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCNSX Fidelity Series Canada Fund | 3.19% | 28.56% | 9.88% | 15.95% | -6.88% | 28.62% | 4.47% | 27.78% | -15.01% | 10.10% |
XLG Invesco S&P 500 Top 50 ETF | -7.18% | 19.51% | 33.49% | 38.16% | -24.29% | 30.77% | 24.15% | 32.04% | -3.59% | 9.16% |
Returns By Period
In the year-to-date period, FCNSX achieves a 3.19% return, which is significantly higher than XLG's -7.18% return.
FCNSX
- 1D
- 2.36%
- 1M
- -5.30%
- YTD
- 3.19%
- 6M
- 8.68%
- 1Y
- 28.88%
- 3Y*
- 17.33%
- 5Y*
- 12.51%
- 10Y*
- —
XLG
- 1D
- 0.70%
- 1M
- -3.74%
- YTD
- -7.18%
- 6M
- -4.55%
- 1Y
- 19.62%
- 3Y*
- 21.92%
- 5Y*
- 13.96%
- 10Y*
- 15.72%
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FCNSX vs. XLG - Expense Ratio Comparison
FCNSX has a 0.00% expense ratio, which is lower than XLG's 0.20% 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%.
Return for Risk
FCNSX vs. XLG — Risk / Return Rank
FCNSX
XLG
FCNSX vs. XLG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Canada Fund (FCNSX) and Invesco S&P 500 Top 50 ETF (XLG). 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.
| FCNSX | XLG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 0.99 | +0.93 |
Sortino ratioReturn per unit of downside risk | 2.60 | 1.54 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.22 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 1.63 | +1.34 |
Martin ratioReturn relative to average drawdown | 13.75 | 5.71 | +8.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCNSX | XLG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 0.99 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.75 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.59 | +0.02 |
Correlation
The correlation between FCNSX and XLG is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FCNSX vs. XLG - Dividend Comparison
FCNSX's dividend yield for the trailing twelve months is around 1.99%, more than XLG's 0.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNSX Fidelity Series Canada Fund | 1.99% | 2.06% | 3.05% | 3.42% | 3.12% | 2.20% | 2.14% | 2.24% | 2.51% | 1.07% | 0.00% | 0.00% |
XLG Invesco S&P 500 Top 50 ETF | 0.70% | 0.64% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% |
Drawdowns
FCNSX vs. XLG - Drawdown Comparison
The maximum FCNSX drawdown since its inception was -41.47%, smaller than the maximum XLG drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for FCNSX and XLG.
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Drawdown Indicators
| FCNSX | XLG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.47% | -52.39% | +10.92% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -12.41% | +2.06% |
Max Drawdown (5Y)Largest decline over 5 years | -21.35% | -28.02% | +6.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.46% | — |
Current DrawdownCurrent decline from peak | -5.30% | -8.93% | +3.63% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -7.69% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 3.54% | -1.31% |
Volatility
FCNSX vs. XLG - Volatility Comparison
The current volatility for Fidelity Series Canada Fund (FCNSX) is 5.03%, while Invesco S&P 500 Top 50 ETF (XLG) has a volatility of 5.82%. This indicates that FCNSX experiences smaller price fluctuations and is considered to be less risky than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCNSX | XLG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 5.82% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 10.65% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.79% | 19.97% | -4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 18.68% | -2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.67% | 18.81% | -0.14% |