FEQIX vs. DUHP
Compare and contrast key facts about Fidelity Equity-Income Fund (FEQIX) and DFA Dimensional US High Profitability ETF (DUHP).
FEQIX is managed by Fidelity. It was launched on May 16, 1966. DUHP is an actively managed fund by Dimensional. It was launched on Feb 23, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEQIX or DUHP.
Correlation
The correlation between FEQIX and DUHP is 0.84, 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.
Performance
FEQIX vs. DUHP - Performance Comparison
Key characteristics
FEQIX:
0.28
DUHP:
0.46
FEQIX:
0.49
DUHP:
0.76
FEQIX:
1.07
DUHP:
1.11
FEQIX:
0.26
DUHP:
0.45
FEQIX:
0.88
DUHP:
1.86
FEQIX:
4.74%
DUHP:
4.34%
FEQIX:
14.99%
DUHP:
17.67%
FEQIX:
-62.07%
DUHP:
-20.05%
FEQIX:
-9.25%
DUHP:
-9.72%
Returns By Period
In the year-to-date period, FEQIX achieves a -0.07% return, which is significantly higher than DUHP's -4.27% return.
FEQIX
-0.07%
-3.56%
-5.80%
4.08%
9.82%
4.35%
DUHP
-4.27%
-3.53%
-5.14%
8.17%
N/A
N/A
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FEQIX vs. DUHP - Expense Ratio Comparison
FEQIX has a 0.57% expense ratio, which is higher than DUHP's 0.21% expense ratio.
Risk-Adjusted Performance
FEQIX vs. DUHP — Risk-Adjusted Performance Rank
FEQIX
DUHP
FEQIX vs. DUHP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund (FEQIX) and DFA Dimensional US High Profitability ETF (DUHP). 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
FEQIX vs. DUHP - Dividend Comparison
FEQIX's dividend yield for the trailing twelve months is around 1.75%, more than DUHP's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 1.75% | 1.73% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% |
DUHP DFA Dimensional US High Profitability ETF | 1.20% | 1.13% | 1.51% | 1.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FEQIX vs. DUHP - Drawdown Comparison
The maximum FEQIX drawdown since its inception was -62.07%, which is greater than DUHP's maximum drawdown of -20.05%. Use the drawdown chart below to compare losses from any high point for FEQIX and DUHP. For additional features, visit the drawdowns tool.
Volatility
FEQIX vs. DUHP - Volatility Comparison
The current volatility for Fidelity Equity-Income Fund (FEQIX) is 11.03%, while DFA Dimensional US High Profitability ETF (DUHP) has a volatility of 13.01%. This indicates that FEQIX experiences smaller price fluctuations and is considered to be less risky than DUHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.