FDSSX vs. FELG

In the year-to-date period, FDSSX achieves a -0.32% return, which is significantly higher than FELG's -1.21% return.

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FDSSX has a 0.68% expense ratio, which is higher than FELG's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector All Cap Fund (FDSSX) and Fidelity Enhanced Large Cap Growth ETF (FELG). 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 FDSSX Sharpe Ratio is 0.24, which is lower than the FELG Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of FDSSX and FELG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDSSX's dividend yield for the trailing twelve months is around 0.86%, more than FELG's 0.49% yield.

The maximum FDSSX drawdown since its inception was -56.46%, which is greater than FELG's maximum drawdown of -23.89%. Use the drawdown chart below to compare losses from any high point for FDSSX and FELG. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Stock Selector All Cap Fund (FDSSX) is 4.57%, while Fidelity Enhanced Large Cap Growth ETF (FELG) has a volatility of 6.06%. This indicates that FDSSX experiences smaller price fluctuations and is considered to be less risky than FELG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.