FDEQX vs. IWY
Compare and contrast key facts about Fidelity Disciplined Equity Fund (FDEQX) and iShares Russell Top 200 Growth ETF (IWY).
FDEQX is managed by Fidelity. It was launched on Dec 28, 1988. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEQX or IWY.
Correlation
The correlation between FDEQX and IWY 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.
Performance
FDEQX vs. IWY - Performance Comparison
Key characteristics
FDEQX:
0.62
IWY:
1.50
FDEQX:
0.88
IWY:
2.01
FDEQX:
1.13
IWY:
1.27
FDEQX:
0.93
IWY:
1.99
FDEQX:
2.40
IWY:
7.26
FDEQX:
4.75%
IWY:
3.80%
FDEQX:
18.47%
IWY:
18.39%
FDEQX:
-54.60%
IWY:
-32.68%
FDEQX:
-7.92%
IWY:
-1.09%
Returns By Period
In the year-to-date period, FDEQX achieves a 4.72% return, which is significantly higher than IWY's 2.78% return. Over the past 10 years, FDEQX has underperformed IWY with an annualized return of 8.77%, while IWY has yielded a comparatively higher 17.84% annualized return.
FDEQX
4.72%
4.69%
1.64%
11.48%
10.38%
8.77%
IWY
2.78%
4.88%
13.75%
27.97%
18.98%
17.84%
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FDEQX vs. IWY - Expense Ratio Comparison
FDEQX has a 0.79% expense ratio, which is higher than IWY's 0.20% expense ratio.
Risk-Adjusted Performance
FDEQX vs. IWY — Risk-Adjusted Performance Rank
FDEQX
IWY
FDEQX vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Disciplined Equity Fund (FDEQX) and iShares Russell Top 200 Growth ETF (IWY). 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. IWY - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 0.27%, less than IWY's 0.41% 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% |
IWY iShares Russell Top 200 Growth ETF | 0.41% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% |
Drawdowns
FDEQX vs. IWY - Drawdown Comparison
The maximum FDEQX drawdown since its inception was -54.60%, which is greater than IWY's maximum drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for FDEQX and IWY. For additional features, visit the drawdowns tool.
Volatility
FDEQX vs. IWY - Volatility Comparison
Fidelity Disciplined Equity Fund (FDEQX) and iShares Russell Top 200 Growth ETF (IWY) have volatilities of 5.92% and 5.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.