Correlation
The correlation between FDEQX and IVV is 0.96, 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.
FDEQX vs. IVV
Compare and contrast key facts about Fidelity Disciplined Equity Fund (FDEQX) and iShares Core S&P 500 ETF (IVV).
FDEQX is managed by Fidelity. It was launched on Dec 28, 1988. 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: FDEQX or IVV.
Performance
FDEQX vs. IVV - Performance Comparison
Loading data...
Key characteristics
FDEQX:
0.44
IVV:
0.73
FDEQX:
0.64
IVV:
1.03
FDEQX:
1.09
IVV:
1.15
FDEQX:
0.36
IVV:
0.68
FDEQX:
1.16
IVV:
2.57
FDEQX:
6.97%
IVV:
4.93%
FDEQX:
23.17%
IVV:
19.71%
FDEQX:
-54.93%
IVV:
-55.25%
FDEQX:
-5.22%
IVV:
-3.55%
Returns By Period
The year-to-date returns for both investments are quite close, with FDEQX having a 0.89% return and IVV slightly higher at 0.90%. Over the past 10 years, FDEQX has underperformed IVV with an annualized return of 11.48%, while IVV has yielded a comparatively higher 12.79% annualized return.
FDEQX
0.89%
8.47%
-1.79%
10.22%
15.53%
14.25%
11.48%
IVV
0.90%
6.13%
-1.49%
14.25%
14.30%
15.90%
12.79%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FDEQX vs. IVV - Expense Ratio Comparison
FDEQX has a 0.79% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
FDEQX vs. IVV — Risk-Adjusted Performance Rank
FDEQX
IVV
FDEQX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Disciplined Equity Fund (FDEQX) 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.
Loading data...
Dividends
FDEQX vs. IVV - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 9.15%, more than IVV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | 9.15% | 9.23% | 4.55% | 2.89% | 1.43% | 0.02% | 0.54% | 15.29% | 4.06% | 1.46% | 6.32% | 7.74% |
IVV iShares Core S&P 500 ETF | 1.31% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
FDEQX vs. IVV - Drawdown Comparison
The maximum FDEQX drawdown since its inception was -54.93%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FDEQX and IVV.
Loading data...
Volatility
FDEQX vs. IVV - Volatility Comparison
Fidelity Disciplined Equity Fund (FDEQX) has a higher volatility of 5.26% compared to iShares Core S&P 500 ETF (IVV) at 4.82%. This indicates that FDEQX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...