FDEEX vs. IVV
Compare and contrast key facts about Fidelity Freedom 2055 Fund (FDEEX) and iShares Core S&P 500 ETF (IVV).
FDEEX is managed by Fidelity. It was launched on Jun 1, 2011. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEEX or IVV.
Performance
FDEEX vs. IVV - Performance Comparison
Returns By Period
In the year-to-date period, FDEEX achieves a 16.40% return, which is significantly lower than IVV's 26.56% return. Over the past 10 years, FDEEX has underperformed IVV with an annualized return of 5.11%, while IVV has yielded a comparatively higher 13.20% annualized return.
FDEEX
16.40%
0.80%
6.26%
23.43%
5.57%
5.11%
IVV
26.56%
3.04%
13.24%
32.78%
15.74%
13.20%
Key characteristics
FDEEX | IVV | |
---|---|---|
Sharpe Ratio | 2.06 | 2.70 |
Sortino Ratio | 2.86 | 3.60 |
Omega Ratio | 1.37 | 1.50 |
Calmar Ratio | 1.15 | 3.90 |
Martin Ratio | 12.83 | 17.52 |
Ulcer Index | 1.83% | 1.87% |
Daily Std Dev | 11.40% | 12.16% |
Max Drawdown | -35.11% | -55.25% |
Current Drawdown | -1.80% | -0.52% |
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FDEEX vs. IVV - Expense Ratio Comparison
FDEEX has a 0.75% expense ratio, which is higher than IVV's 0.03% expense ratio.
Correlation
The correlation between FDEEX and IVV is 0.93, 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.
Risk-Adjusted Performance
FDEEX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund (FDEEX) and iShares Core S&P 500 ETF (IVV). 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
FDEEX vs. IVV - Dividend Comparison
FDEEX's dividend yield for the trailing twelve months is around 1.07%, less than IVV's 1.24% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Freedom 2055 Fund | 1.07% | 1.25% | 2.11% | 2.24% | 1.01% | 1.48% | 1.58% | 1.10% | 1.38% | 3.59% | 6.52% | 5.45% |
iShares Core S&P 500 ETF | 1.24% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
FDEEX vs. IVV - Drawdown Comparison
The maximum FDEEX drawdown since its inception was -35.11%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FDEEX and IVV. For additional features, visit the drawdowns tool.
Volatility
FDEEX vs. IVV - Volatility Comparison
The current volatility for Fidelity Freedom 2055 Fund (FDEEX) is 3.12%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.98%. This indicates that FDEEX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.