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
Key characteristics
FCOM:
2.16
FXAIX:
2.20
FCOM:
2.85
FXAIX:
2.91
FCOM:
1.38
FXAIX:
1.40
FCOM:
1.94
FXAIX:
3.35
FCOM:
14.94
FXAIX:
13.95
FCOM:
2.38%
FXAIX:
2.03%
FCOM:
16.47%
FXAIX:
12.85%
FCOM:
-46.76%
FXAIX:
-33.79%
FCOM:
-2.44%
FXAIX:
-0.53%
Returns By Period
In the year-to-date period, FCOM achieves a 2.74% return, which is significantly lower than FXAIX's 2.91% return. Over the past 10 years, FCOM has underperformed FXAIX with an annualized return of 10.69%, while FXAIX has yielded a comparatively higher 13.48% annualized return.
FCOM
2.74%
1.70%
16.60%
33.12%
10.97%
10.69%
FXAIX
2.91%
2.09%
9.61%
26.43%
14.56%
13.48%
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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.
Dividends
FCOM vs. FXAIX - Dividend Comparison
FCOM's dividend yield for the trailing twelve months is around 0.85%, less than FXAIX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCOM Fidelity MSCI Communication Services Index ETF | 0.85% | 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 | 1.21% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 4.15% | 3.95% |
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.
Volatility
FCOM vs. FXAIX - Volatility Comparison
Fidelity MSCI Communication Services Index ETF (FCOM) and Fidelity 500 Index Fund (FXAIX) have volatilities of 5.39% and 5.14%, 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.