FENY vs. SJM
Compare and contrast key facts about Fidelity MSCI Energy Index ETF (FENY) and The J. M. Smucker Company (SJM).
FENY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Energy Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FENY or SJM.
Correlation
The correlation between FENY and SJM is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FENY vs. SJM - Performance Comparison
Key characteristics
FENY:
0.10
SJM:
-0.05
FENY:
0.26
SJM:
0.10
FENY:
1.03
SJM:
1.01
FENY:
0.13
SJM:
-0.04
FENY:
0.27
SJM:
-0.17
FENY:
7.00%
SJM:
7.70%
FENY:
19.00%
SJM:
24.54%
FENY:
-74.35%
SJM:
-45.66%
FENY:
-2.92%
SJM:
-21.29%
Returns By Period
The year-to-date returns for both stocks are quite close, with FENY having a 8.82% return and SJM slightly lower at 8.68%. Over the past 10 years, FENY has outperformed SJM with an annualized return of 5.23%, while SJM has yielded a comparatively lower 3.17% annualized return.
FENY
8.82%
7.96%
5.00%
0.55%
32.05%
5.23%
SJM
8.68%
5.67%
1.45%
0.03%
4.34%
3.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
FENY vs. SJM — Risk-Adjusted Performance Rank
FENY
SJM
FENY vs. SJM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Energy Index ETF (FENY) and The J. M. Smucker Company (SJM). 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.
Dividends
FENY vs. SJM - Dividend Comparison
FENY's dividend yield for the trailing twelve months is around 2.88%, less than SJM's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FENY Fidelity MSCI Energy Index ETF | 2.88% | 3.05% | 3.33% | 3.33% | 3.69% | 4.60% | 6.43% | 3.21% | 2.94% | 2.29% | 3.05% | 1.91% |
SJM The J. M. Smucker Company | 3.63% | 3.89% | 3.29% | 2.54% | 2.78% | 3.08% | 3.32% | 3.49% | 2.46% | 2.22% | 2.12% | 2.42% |
Drawdowns
FENY vs. SJM - Drawdown Comparison
The maximum FENY drawdown since its inception was -74.35%, which is greater than SJM's maximum drawdown of -45.66%. Use the drawdown chart below to compare losses from any high point for FENY and SJM. For additional features, visit the drawdowns tool.
Volatility
FENY vs. SJM - Volatility Comparison
The current volatility for Fidelity MSCI Energy Index ETF (FENY) is 4.81%, while The J. M. Smucker Company (SJM) has a volatility of 8.11%. This indicates that FENY experiences smaller price fluctuations and is considered to be less risky than SJM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.