FDFF vs. FXAIX
Compare and contrast key facts about Fidelity Disruptive Finance ETF (FDFF) and Fidelity 500 Index Fund (FXAIX).
FDFF is an actively managed fund by Fidelity. It was launched on Apr 16, 2020. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDFF or FXAIX.
Correlation
The correlation between FDFF and FXAIX is 0.71, 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
FDFF vs. FXAIX - Performance Comparison
Key characteristics
FDFF:
2.06
FXAIX:
1.97
FDFF:
2.82
FXAIX:
2.64
FDFF:
1.36
FXAIX:
1.36
FDFF:
3.32
FXAIX:
2.98
FDFF:
7.64
FXAIX:
12.34
FDFF:
4.52%
FXAIX:
2.04%
FDFF:
16.68%
FXAIX:
12.79%
FDFF:
-13.47%
FXAIX:
-33.79%
FDFF:
-1.25%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FDFF achieves a 5.74% return, which is significantly higher than FXAIX's 4.11% return.
FDFF
5.74%
3.33%
23.69%
30.54%
N/A
N/A
FXAIX
4.11%
2.06%
10.80%
23.78%
14.47%
13.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FDFF vs. FXAIX - Expense Ratio Comparison
FDFF has a 0.50% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FDFF vs. FXAIX — Risk-Adjusted Performance Rank
FDFF
FXAIX
FDFF vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Disruptive Finance ETF (FDFF) and Fidelity 500 Index Fund (FXAIX). 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
FDFF vs. FXAIX - Dividend Comparison
FDFF's dividend yield for the trailing twelve months is around 0.67%, less than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFF Fidelity Disruptive Finance ETF | 0.67% | 0.70% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FDFF vs. FXAIX - Drawdown Comparison
The maximum FDFF drawdown since its inception was -13.47%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FDFF and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FDFF vs. FXAIX - Volatility Comparison
Fidelity Disruptive Finance ETF (FDFF) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.21% and 3.21%, 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.