FDWM vs. FXAIX

In the year-to-date period, FDWM achieves a 0.08% return, which is significantly lower than FXAIX's 1.05% return.

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FDWM has a 0.59% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Women's Leadership ETF (FDWM) 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.

The current FDWM Sharpe Ratio is 0.19, which is lower than the FXAIX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of FDWM and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDWM's dividend yield for the trailing twelve months is around 0.55%, less than FXAIX's 1.26% yield.

The maximum FDWM drawdown since its inception was -29.13%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FDWM and FXAIX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Women's Leadership ETF (FDWM) is 5.67%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.16%. This indicates that FDWM experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.