FCPI vs. FXAIX
Compare and contrast key facts about Fidelity Stocks for Inflation ETF (FCPI) and Fidelity 500 Index Fund (FXAIX).
FCPI is a passively managed fund by Fidelity that tracks the performance of the Fidelity Stocks for Inflation Factor Index. It was launched on Nov 5, 2019. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPI or FXAIX.
Correlation
The correlation between FCPI and FXAIX is 0.90, 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
FCPI vs. FXAIX - Performance Comparison
Key characteristics
FCPI:
2.08
FXAIX:
1.90
FCPI:
2.75
FXAIX:
2.56
FCPI:
1.37
FXAIX:
1.35
FCPI:
3.75
FXAIX:
2.87
FCPI:
11.44
FXAIX:
11.90
FCPI:
2.45%
FXAIX:
2.04%
FCPI:
13.49%
FXAIX:
12.79%
FCPI:
-37.26%
FXAIX:
-33.79%
FCPI:
0.00%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FCPI achieves a 7.38% return, which is significantly higher than FXAIX's 4.38% return.
FCPI
7.38%
2.51%
11.97%
27.35%
14.33%
N/A
FXAIX
4.38%
2.32%
10.23%
24.10%
14.52%
13.11%
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FCPI vs. FXAIX - Expense Ratio Comparison
FCPI has a 0.29% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FCPI vs. FXAIX — Risk-Adjusted Performance Rank
FCPI
FXAIX
FCPI vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stocks for Inflation ETF (FCPI) 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
FCPI vs. FXAIX - Dividend Comparison
FCPI's dividend yield for the trailing twelve months is around 1.20%, which matches FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPI Fidelity Stocks for Inflation ETF | 1.20% | 1.29% | 1.88% | 1.77% | 1.19% | 3.53% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FCPI vs. FXAIX - Drawdown Comparison
The maximum FCPI drawdown since its inception was -37.26%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCPI and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FCPI vs. FXAIX - Volatility Comparison
Fidelity Stocks for Inflation ETF (FCPI) has a higher volatility of 4.90% compared to Fidelity 500 Index Fund (FXAIX) at 3.19%. This indicates that FCPI's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.