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.
Correlation
The correlation between FDEQX and IVV is 0.95, 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
FDEQX vs. IVV - Performance Comparison
Key characteristics
FDEQX:
0.59
IVV:
1.89
FDEQX:
0.84
IVV:
2.55
FDEQX:
1.13
IVV:
1.35
FDEQX:
0.89
IVV:
2.84
FDEQX:
2.22
IVV:
11.79
FDEQX:
4.86%
IVV:
2.03%
FDEQX:
18.42%
IVV:
12.65%
FDEQX:
-54.60%
IVV:
-55.25%
FDEQX:
-8.89%
IVV:
-0.39%
Returns By Period
In the year-to-date period, FDEQX achieves a 3.62% return, which is significantly lower than IVV's 4.21% return. Over the past 10 years, FDEQX has underperformed IVV with an annualized return of 8.52%, while IVV has yielded a comparatively higher 13.25% annualized return.
FDEQX
3.62%
-0.64%
0.22%
12.04%
10.49%
8.52%
IVV
4.21%
1.28%
10.52%
24.47%
14.68%
13.25%
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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.
Dividends
FDEQX vs. IVV - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 0.27%, less than IVV's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | 0.27% | 0.28% | 0.37% | 0.26% | 0.00% | 0.02% | 0.54% | 1.75% | 1.17% | 1.46% | 7.45% | 8.86% |
IVV iShares Core S&P 500 ETF | 1.25% | 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 -54.60%, 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. For additional features, visit the drawdowns tool.
Volatility
FDEQX vs. IVV - Volatility Comparison
Fidelity Disciplined Equity Fund (FDEQX) has a higher volatility of 5.43% compared to iShares Core S&P 500 ETF (IVV) at 2.91%. 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.