FCTDX vs. QQQ
Compare and contrast key facts about Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Invesco QQQ (QQQ).
FCTDX is managed by Fidelity. It was launched on Mar 20, 2018. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCTDX or QQQ.
Key characteristics
| FCTDX | QQQ | |
|---|---|---|
| YTD Return | 25.60% | 24.75% |
| 1Y Return | 33.43% | 32.82% |
| 3Y Return (Ann) | 8.93% | 9.58% |
| 5Y Return (Ann) | 15.68% | 21.02% |
| Sharpe Ratio | 2.68 | 1.91 |
| Sortino Ratio | 3.63 | 2.55 |
| Omega Ratio | 1.50 | 1.35 |
| Calmar Ratio | 3.95 | 2.43 |
| Martin Ratio | 17.37 | 8.85 |
| Ulcer Index | 1.93% | 3.72% |
| Daily Std Dev | 12.49% | 17.21% |
| Max Drawdown | -34.51% | -82.98% |
| Current Drawdown | -1.25% | -1.06% |
Correlation
The correlation between FCTDX and QQQ is 0.89, 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
FCTDX vs. QQQ - Performance Comparison
The year-to-date returns for both stocks are quite close, with FCTDX having a 25.60% return and QQQ slightly lower at 24.75%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCTDX vs. QQQ - Expense Ratio Comparison
FCTDX has a 0.61% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
FCTDX vs. QQQ - 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 Invesco QQQ (QQQ). 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. QQQ - Dividend Comparison
FCTDX's dividend yield for the trailing twelve months is around 0.94%, more than QQQ's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 0.94% | 1.05% | 1.22% | 0.80% | 1.33% | 1.50% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.60% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
FCTDX vs. QQQ - Drawdown Comparison
The maximum FCTDX drawdown since its inception was -34.51%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for FCTDX and QQQ. For additional features, visit the drawdowns tool.
Volatility
FCTDX vs. QQQ - Volatility Comparison
The current volatility for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) is 3.87%, while Invesco QQQ (QQQ) has a volatility of 4.99%. This indicates that FCTDX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.