FDRV vs. FTQGX

In the year-to-date period, FDRV achieves a 4.45% return, which is significantly higher than FTQGX's -7.11% return.

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FDRV has a 0.39% expense ratio, which is lower than FTQGX's 0.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Electric Vehicles and Future Transportation ETF (FDRV) and Fidelity Focused Stock Fund (FTQGX). 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 FDRV Sharpe Ratio is -0.05, which is lower than the FTQGX Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of FDRV and FTQGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDRV's dividend yield for the trailing twelve months is around 0.52%, less than FTQGX's 10.71% yield.

The maximum FDRV drawdown since its inception was -63.89%, roughly equal to the maximum FTQGX drawdown of -61.05%. Use the drawdown chart below to compare losses from any high point for FDRV and FTQGX.

Fidelity Electric Vehicles and Future Transportation ETF (FDRV) has a higher volatility of 8.18% compared to Fidelity Focused Stock Fund (FTQGX) at 5.52%. This indicates that FDRV's price experiences larger fluctuations and is considered to be riskier than FTQGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.