FCNTX vs. IVV
Compare and contrast key facts about Fidelity Contrafund Fund (FCNTX) and iShares Core S&P 500 ETF (IVV).
FCNTX is managed by Fidelity. It was launched on May 17, 1967. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
FCNTX vs. IVV - Performance Comparison
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FCNTX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | -8.57% | 21.76% | 36.00% | 38.67% | -28.31% | 24.52% | 32.48% | 30.00% | -3.81% | 32.18% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, FCNTX achieves a -8.57% return, which is significantly lower than IVV's -4.38% return. Over the past 10 years, FCNTX has outperformed IVV with an annualized return of 15.63%, while IVV has yielded a comparatively lower 14.02% annualized return.
FCNTX
- 1D
- -0.22%
- 1M
- -9.40%
- YTD
- -8.57%
- 6M
- -6.17%
- 1Y
- 16.04%
- 3Y*
- 23.48%
- 5Y*
- 12.82%
- 10Y*
- 15.63%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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FCNTX vs. IVV - Expense Ratio Comparison
FCNTX has a 0.39% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
FCNTX vs. IVV — Risk / Return Rank
FCNTX
IVV
FCNTX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNTX) and iShares Core S&P 500 ETF (IVV). 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.
| FCNTX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.97 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.49 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.53 | -0.36 |
Martin ratioReturn relative to average drawdown | 4.57 | 7.32 | -2.75 |
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
| FCNTX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.97 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.70 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.78 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.42 | +0.33 |
Correlation
The correlation between FCNTX and IVV is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FCNTX vs. IVV - Dividend Comparison
FCNTX's dividend yield for the trailing twelve months is around 5.10%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | 5.10% | 5.21% | 4.19% | 3.78% | 11.87% | 10.80% | 8.01% | 4.16% | 7.46% | 6.08% | 3.81% | 5.33% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
FCNTX vs. IVV - Drawdown Comparison
The maximum FCNTX drawdown since its inception was -49.19%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FCNTX and IVV.
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Drawdown Indicators
| FCNTX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -55.25% | +6.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -12.06% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -32.59% | -24.53% | -8.06% |
Max Drawdown (10Y)Largest decline over 10 years | -32.59% | -33.90% | +1.31% |
Current DrawdownCurrent decline from peak | -11.30% | -6.26% | -5.04% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -10.85% | +2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.53% | +0.37% |
Volatility
FCNTX vs. IVV - Volatility Comparison
Fidelity Contrafund Fund (FCNTX) and iShares Core S&P 500 ETF (IVV) have volatilities of 5.19% and 5.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCNTX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 5.30% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 9.45% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.69% | 18.31% | +1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 16.89% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 18.04% | +1.57% |