FELV vs. FLCOX

In the year-to-date period, FELV achieves a 23.25% return, which is significantly higher than FLCOX's 21.51% return.

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FELV has a 0.18% expense ratio, which is higher than FLCOX's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Enhanced Large Cap Value ETF (FELV) and Fidelity Large Cap Value Index Fund (FLCOX). 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 FELV Sharpe Ratio is 2.96, which is comparable to the FLCOX Sharpe Ratio of 2.72. The chart below compares the historical Sharpe Ratios of FELV and FLCOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FELV's dividend yield for the trailing twelve months is around 1.48%, which matches FLCOX's 1.49% yield.

The maximum FELV drawdown since its inception was -5.34%, smaller than the maximum FLCOX drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for FELV and FLCOX. For additional features, visit the drawdowns tool.

Fidelity Enhanced Large Cap Value ETF (FELV) has a higher volatility of 4.03% compared to Fidelity Large Cap Value Index Fund (FLCOX) at 3.82%. This indicates that FELV's price experiences larger fluctuations and is considered to be riskier than FLCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.