FECGX vs. SWPPX
Compare and contrast key facts about Fidelity Small Cap Growth Index Fund (FECGX) and Schwab S&P 500 Index Fund (SWPPX).
FECGX is managed by Fidelity. It was launched on Jul 11, 2019. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
FECGX vs. SWPPX - Performance Comparison
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FECGX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FECGX Fidelity Small Cap Growth Index Fund | -6.77% | 13.04% | 15.26% | 18.90% | -26.17% | 2.83% | 34.41% | 7.11% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 9.24% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FECGX having a -6.77% return and SWPPX slightly lower at -7.07%.
FECGX
- 1D
- -2.02%
- 1M
- -10.15%
- YTD
- -6.77%
- 6M
- -5.65%
- 1Y
- 18.56%
- 3Y*
- 10.79%
- 5Y*
- 0.89%
- 10Y*
- —
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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FECGX vs. SWPPX - Expense Ratio Comparison
FECGX has a 0.05% expense ratio, which is higher than SWPPX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FECGX vs. SWPPX — Risk / Return Rank
FECGX
SWPPX
FECGX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth Index Fund (FECGX) and Schwab S&P 500 Index Fund (SWPPX). 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.
| FECGX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.84 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.30 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.06 | -0.04 |
Martin ratioReturn relative to average drawdown | 3.51 | 5.14 | -1.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FECGX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.84 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.68 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.48 | -0.22 |
Correlation
The correlation between FECGX and SWPPX is 0.82, 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.
Dividends
FECGX vs. SWPPX - Dividend Comparison
FECGX's dividend yield for the trailing twelve months is around 0.58%, less than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FECGX Fidelity Small Cap Growth Index Fund | 0.58% | 0.54% | 1.25% | 0.81% | 0.80% | 3.43% | 1.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
FECGX vs. SWPPX - Drawdown Comparison
The maximum FECGX drawdown since its inception was -41.85%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for FECGX and SWPPX.
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Drawdown Indicators
| FECGX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.85% | -55.06% | +13.21% |
Max Drawdown (1Y)Largest decline over 1 year | -14.81% | -12.10% | -2.71% |
Max Drawdown (5Y)Largest decline over 5 years | -40.34% | -24.51% | -15.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.80% | — |
Current DrawdownCurrent decline from peak | -14.81% | -8.89% | -5.92% |
Average DrawdownAverage peak-to-trough decline | -16.11% | -10.00% | -6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 2.49% | +1.81% |
Volatility
FECGX vs. SWPPX - Volatility Comparison
Fidelity Small Cap Growth Index Fund (FECGX) has a higher volatility of 7.58% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that FECGX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FECGX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.58% | 4.29% | +3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 16.01% | 9.11% | +6.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.07% | 18.14% | +6.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.46% | 16.89% | +7.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.27% | 18.19% | +9.08% |