FCPI vs. SPY
Compare and contrast key facts about Fidelity Stocks for Inflation ETF (FCPI) and SPDR S&P 500 ETF (SPY).
FCPI and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both FCPI and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPI or SPY.
Correlation
The correlation between FCPI and SPY 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. SPY - Performance Comparison
Key characteristics
FCPI:
1.78
SPY:
1.75
FCPI:
2.36
SPY:
2.36
FCPI:
1.32
SPY:
1.32
FCPI:
3.25
SPY:
2.66
FCPI:
9.90
SPY:
11.01
FCPI:
2.46%
SPY:
2.03%
FCPI:
13.70%
SPY:
12.77%
FCPI:
-37.26%
SPY:
-55.19%
FCPI:
-3.01%
SPY:
-2.12%
Returns By Period
In the year-to-date period, FCPI achieves a 4.20% return, which is significantly higher than SPY's 2.36% return.
FCPI
4.20%
-2.12%
6.75%
22.11%
13.75%
N/A
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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FCPI vs. SPY - Expense Ratio Comparison
FCPI has a 0.29% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FCPI vs. SPY — Risk-Adjusted Performance Rank
FCPI
SPY
FCPI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stocks for Inflation ETF (FCPI) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
FCPI's dividend yield for the trailing twelve months is around 1.24%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPI Fidelity Stocks for Inflation ETF | 1.24% | 1.29% | 1.88% | 1.77% | 1.19% | 3.53% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FCPI vs. SPY - Drawdown Comparison
The maximum FCPI drawdown since its inception was -37.26%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FCPI and SPY. For additional features, visit the drawdowns tool.
Volatility
FCPI vs. SPY - Volatility Comparison
Fidelity Stocks for Inflation ETF (FCPI) has a higher volatility of 5.40% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that FCPI's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.