FCOM vs. FXAIX
Compare and contrast key facts about Fidelity MSCI Communication Services Index ETF (FCOM) and Fidelity 500 Index Fund (FXAIX).
FCOM is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Telecommunication Services 25/50 Index. It was launched on Oct 21, 2013. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCOM or FXAIX.
Correlation
The correlation between FCOM and FXAIX is 0.76, 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.
Performance
FCOM vs. FXAIX - Performance Comparison
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Key characteristics
FCOM:
0.97
FXAIX:
0.63
FCOM:
1.47
FXAIX:
1.13
FCOM:
1.21
FXAIX:
1.17
FCOM:
1.00
FXAIX:
0.76
FCOM:
3.34
FXAIX:
2.94
FCOM:
6.30%
FXAIX:
4.88%
FCOM:
21.04%
FXAIX:
19.75%
FCOM:
-46.76%
FXAIX:
-33.79%
FCOM:
-5.85%
FXAIX:
-3.85%
Returns By Period
In the year-to-date period, FCOM achieves a 2.86% return, which is significantly higher than FXAIX's 0.61% return. Over the past 10 years, FCOM has underperformed FXAIX with an annualized return of 10.41%, while FXAIX has yielded a comparatively higher 12.55% annualized return.
FCOM
2.86%
15.01%
5.98%
20.30%
13.55%
10.41%
FXAIX
0.61%
11.77%
0.98%
12.65%
17.34%
12.55%
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FCOM vs. FXAIX - Expense Ratio Comparison
FCOM has a 0.08% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FCOM vs. FXAIX — Risk-Adjusted Performance Rank
FCOM
FXAIX
FCOM vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Communication Services Index ETF (FCOM) and Fidelity 500 Index Fund (FXAIX). 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.
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Dividends
FCOM vs. FXAIX - Dividend Comparison
FCOM's dividend yield for the trailing twelve months is around 0.90%, less than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCOM Fidelity MSCI Communication Services Index ETF | 0.90% | 0.87% | 0.77% | 1.04% | 0.90% | 0.68% | 0.86% | 2.78% | 7.54% | 2.25% | 2.92% | 2.69% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% |
Drawdowns
FCOM vs. FXAIX - Drawdown Comparison
The maximum FCOM drawdown since its inception was -46.76%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCOM and FXAIX. For additional features, visit the drawdowns tool.
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Volatility
FCOM vs. FXAIX - Volatility Comparison
The current volatility for Fidelity MSCI Communication Services Index ETF (FCOM) is 5.55%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.18%. This indicates that FCOM experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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