FETKX vs. FSKAX
Compare and contrast key facts about Fidelity Equity Dividend Income Fund Class K (FETKX) and Fidelity Total Market Index Fund (FSKAX).
FETKX is managed by Fidelity. It was launched on May 9, 2008. FSKAX is managed by Fidelity.
Performance
FETKX vs. FSKAX - Performance Comparison
Loading graphics...
FETKX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FETKX Fidelity Equity Dividend Income Fund Class K | 0.64% | 7.33% | 12.57% | 11.71% | -0.93% | 22.32% | 1.95% | 27.40% | -9.22% | 13.32% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FETKX achieves a 0.64% return, which is significantly higher than FSKAX's -6.77% return. Over the past 10 years, FETKX has underperformed FSKAX with an annualized return of 9.61%, while FSKAX has yielded a comparatively higher 13.23% annualized return.
FETKX
- 1D
- 0.20%
- 1M
- -7.23%
- YTD
- 0.64%
- 6M
- -0.36%
- 1Y
- 4.27%
- 3Y*
- 10.29%
- 5Y*
- 8.40%
- 10Y*
- 9.61%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FETKX vs. FSKAX - Expense Ratio Comparison
FETKX has a 0.49% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FETKX vs. FSKAX — Risk / Return Rank
FETKX
FSKAX
FETKX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity Dividend Income Fund Class K (FETKX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FETKX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.83 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.29 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 1.04 | -0.66 |
Martin ratioReturn relative to average drawdown | 1.40 | 5.05 | -3.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FETKX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.83 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.59 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.72 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.78 | -0.41 |
Correlation
The correlation between FETKX and FSKAX is 0.86, 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
FETKX vs. FSKAX - Dividend Comparison
FETKX's dividend yield for the trailing twelve months is around 1.55%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FETKX Fidelity Equity Dividend Income Fund Class K | 1.55% | 1.56% | 8.47% | 5.31% | 7.74% | 11.62% | 2.52% | 8.49% | 14.43% | 9.47% | 6.22% | 6.09% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FETKX vs. FSKAX - Drawdown Comparison
The maximum FETKX drawdown since its inception was -56.51%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FETKX and FSKAX.
Loading graphics...
Drawdown Indicators
| FETKX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.51% | -35.01% | -21.50% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -12.42% | +1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -16.07% | -25.39% | +9.32% |
Max Drawdown (10Y)Largest decline over 10 years | -39.14% | -35.01% | -4.13% |
Current DrawdownCurrent decline from peak | -7.23% | -8.92% | +1.69% |
Average DrawdownAverage peak-to-trough decline | -7.58% | -4.05% | -3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.57% | +0.45% |
Volatility
FETKX vs. FSKAX - Volatility Comparison
The current volatility for Fidelity Equity Dividend Income Fund Class K (FETKX) is 3.18%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.42%. This indicates that FETKX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FETKX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 4.42% | -1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 9.40% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 18.50% | -3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.77% | 17.38% | -3.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.59% | 18.42% | -1.83% |