FCTDX vs. FIWGX
Compare and contrast key facts about Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Strategic Advisers Fidelity Core Income Fund (FIWGX).
FCTDX is managed by Fidelity. It was launched on Mar 20, 2018. FIWGX is managed by Fidelity. It was launched on Oct 16, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCTDX or FIWGX.
Key characteristics
| FCTDX | FIWGX | |
|---|---|---|
| YTD Return | 25.60% | 2.50% |
| 1Y Return | 33.43% | 8.33% |
| 3Y Return (Ann) | 8.93% | -1.70% |
| 5Y Return (Ann) | 15.68% | -0.08% |
| Sharpe Ratio | 2.68 | 1.30 |
| Sortino Ratio | 3.63 | 1.93 |
| Omega Ratio | 1.50 | 1.23 |
| Calmar Ratio | 3.95 | 0.49 |
| Martin Ratio | 17.37 | 4.73 |
| Ulcer Index | 1.93% | 1.60% |
| Daily Std Dev | 12.49% | 5.87% |
| Max Drawdown | -34.51% | -20.11% |
| Current Drawdown | -1.25% | -8.92% |
Correlation
The correlation between FCTDX and FIWGX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FCTDX vs. FIWGX - Performance Comparison
In the year-to-date period, FCTDX achieves a 25.60% return, which is significantly higher than FIWGX's 2.50% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCTDX vs. FIWGX - Expense Ratio Comparison
FCTDX has a 0.61% expense ratio, which is higher than FIWGX's 0.46% expense ratio.
Risk-Adjusted Performance
FCTDX vs. FIWGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Strategic Advisers Fidelity Core Income Fund (FIWGX). 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
FCTDX vs. FIWGX - Dividend Comparison
FCTDX's dividend yield for the trailing twelve months is around 0.94%, less than FIWGX's 4.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 0.94% | 1.05% | 1.22% | 0.80% | 1.33% | 1.50% | 1.15% |
FIWGX Strategic Advisers Fidelity Core Income Fund | 4.18% | 3.80% | 3.01% | 2.02% | 2.50% | 3.01% | 0.55% |
Drawdowns
FCTDX vs. FIWGX - Drawdown Comparison
The maximum FCTDX drawdown since its inception was -34.51%, which is greater than FIWGX's maximum drawdown of -20.11%. Use the drawdown chart below to compare losses from any high point for FCTDX and FIWGX. For additional features, visit the drawdowns tool.
Volatility
FCTDX vs. FIWGX - Volatility Comparison
Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) has a higher volatility of 3.87% compared to Strategic Advisers Fidelity Core Income Fund (FIWGX) at 1.77%. This indicates that FCTDX's price experiences larger fluctuations and is considered to be riskier than FIWGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.