FEQIX vs. FSDIX
Compare and contrast key facts about Fidelity Equity-Income Fund (FEQIX) and Fidelity Strategic Dividend & Income Fund (FSDIX).
FEQIX is managed by Fidelity. It was launched on May 16, 1966. FSDIX is managed by Fidelity. It was launched on Dec 23, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEQIX or FSDIX.
Performance
FEQIX vs. FSDIX - Performance Comparison
Returns By Period
In the year-to-date period, FEQIX achieves a 18.74% return, which is significantly higher than FSDIX's 14.91% return. Over the past 10 years, FEQIX has outperformed FSDIX with an annualized return of 5.42%, while FSDIX has yielded a comparatively lower 4.99% annualized return.
FEQIX
18.74%
-1.51%
7.73%
22.69%
7.14%
5.42%
FSDIX
14.91%
-1.16%
8.70%
18.14%
5.33%
4.99%
Key characteristics
| FEQIX | FSDIX | |
|---|---|---|
| Sharpe Ratio | 2.34 | 2.20 |
| Sortino Ratio | 3.24 | 3.00 |
| Omega Ratio | 1.43 | 1.41 |
| Calmar Ratio | 2.40 | 1.40 |
| Martin Ratio | 16.50 | 12.26 |
| Ulcer Index | 1.40% | 1.52% |
| Daily Std Dev | 9.90% | 8.44% |
| Max Drawdown | -62.07% | -58.56% |
| Current Drawdown | -1.51% | -1.16% |
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FEQIX vs. FSDIX - Expense Ratio Comparison
FEQIX has a 0.57% expense ratio, which is lower than FSDIX's 0.68% expense ratio.
Correlation
The correlation between FEQIX and FSDIX is 0.92, 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.
Risk-Adjusted Performance
FEQIX vs. FSDIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund (FEQIX) and Fidelity Strategic Dividend & Income Fund (FSDIX). 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. FSDIX - Dividend Comparison
FEQIX's dividend yield for the trailing twelve months is around 1.56%, less than FSDIX's 2.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 1.56% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% | 2.18% |
FSDIX Fidelity Strategic Dividend & Income Fund | 2.58% | 2.81% | 2.65% | 2.23% | 2.65% | 2.17% | 3.36% | 2.71% | 2.78% | 4.39% | 9.15% | 3.90% |
Drawdowns
FEQIX vs. FSDIX - Drawdown Comparison
The maximum FEQIX drawdown since its inception was -62.07%, which is greater than FSDIX's maximum drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for FEQIX and FSDIX. For additional features, visit the drawdowns tool.
Volatility
FEQIX vs. FSDIX - Volatility Comparison
Fidelity Equity-Income Fund (FEQIX) has a higher volatility of 3.03% compared to Fidelity Strategic Dividend & Income Fund (FSDIX) at 2.25%. This indicates that FEQIX's price experiences larger fluctuations and is considered to be riskier than FSDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.