FDIFX vs. ARKK

In the year-to-date period, FDIFX achieves a 5.04% return, which is significantly higher than ARKK's -0.70% return. Over the past 10 years, FDIFX has underperformed ARKK with an annualized return of 5.75%, while ARKK has yielded a comparatively higher 11.10% annualized return.

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FDIFX has a 0.58% expense ratio, which is lower than ARKK's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2020 Fund Class I (FDIFX) and ARK Innovation ETF (ARKK). 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.

The current FDIFX Sharpe Ratio is 1.04, which is higher than the ARKK Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of FDIFX and ARKK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDIFX's dividend yield for the trailing twelve months is around 5.72%, while ARKK has not paid dividends to shareholders.

The maximum FDIFX drawdown since its inception was -47.10%, smaller than the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for FDIFX and ARKK.

The current volatility for Fidelity Advisor Freedom 2020 Fund Class I (FDIFX) is 1.81%, while ARK Innovation ETF (ARKK) has a volatility of 12.13%. This indicates that FDIFX experiences smaller price fluctuations and is considered to be less risky than ARKK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.