FETKX vs. FZROX
Compare and contrast key facts about Fidelity Equity Dividend Income Fund Class K (FETKX) and Fidelity ZERO Total Market Index Fund (FZROX).
FETKX is managed by Fidelity. It was launched on May 9, 2008. FZROX is managed by Fidelity.
Performance
FETKX vs. FZROX - Performance Comparison
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FETKX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FETKX Fidelity Equity Dividend Income Fund Class K | 0.64% | 7.33% | 12.57% | 11.71% | -0.93% | 22.32% | 1.95% | 27.40% | -11.72% |
FZROX Fidelity ZERO Total Market Index Fund | -3.98% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FETKX achieves a 0.64% return, which is significantly higher than FZROX's -3.98% 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%
FZROX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -1.97%
- 1Y
- 17.77%
- 3Y*
- 17.96%
- 5Y*
- 10.74%
- 10Y*
- —
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FETKX vs. FZROX - Expense Ratio Comparison
FETKX has a 0.49% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FETKX vs. FZROX — Risk / Return Rank
FETKX
FZROX
FETKX vs. FZROX - 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 ZERO Total Market Index Fund (FZROX). 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 | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.98 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.50 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 1.51 | -1.13 |
Martin ratioReturn relative to average drawdown | 1.40 | 7.28 | -5.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FETKX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.98 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.62 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.63 | -0.26 |
Correlation
The correlation between FETKX and FZROX is 0.79, 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. FZROX - Dividend Comparison
FETKX's dividend yield for the trailing twelve months is around 1.55%, more than FZROX's 1.07% 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% |
FZROX Fidelity ZERO Total Market Index Fund | 1.07% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FETKX vs. FZROX - Drawdown Comparison
The maximum FETKX drawdown since its inception was -56.51%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FETKX and FZROX.
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Drawdown Indicators
| FETKX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.51% | -34.96% | -21.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -12.44% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -16.07% | -25.12% | +9.05% |
Max Drawdown (10Y)Largest decline over 10 years | -39.14% | — | — |
Current DrawdownCurrent decline from peak | -7.23% | -6.16% | -1.07% |
Average DrawdownAverage peak-to-trough decline | -7.58% | -5.61% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.58% | +0.44% |
Volatility
FETKX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Equity Dividend Income Fund Class K (FETKX) is 3.18%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 5.52%. This indicates that FETKX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FETKX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 5.52% | -2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 9.81% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 18.68% | -3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.77% | 17.45% | -3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.59% | 20.28% | -3.69% |