FFEGX vs. ITOT
Compare and contrast key facts about Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
FFEGX is managed by Fidelity. It was launched on Oct 2, 2009. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFEGX or ITOT.
Correlation
The correlation between FFEGX and ITOT is 0.93, 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
FFEGX vs. ITOT - Performance Comparison
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Key characteristics
FFEGX:
0.79
ITOT:
0.64
FFEGX:
1.24
ITOT:
1.07
FFEGX:
1.17
ITOT:
1.16
FFEGX:
0.93
ITOT:
0.70
FFEGX:
3.99
ITOT:
2.64
FFEGX:
2.19%
ITOT:
5.13%
FFEGX:
10.55%
ITOT:
20.02%
FFEGX:
-31.96%
ITOT:
-55.20%
FFEGX:
-0.96%
ITOT:
-5.01%
Returns By Period
In the year-to-date period, FFEGX achieves a 2.78% return, which is significantly higher than ITOT's -0.59% return.
FFEGX
2.78%
5.34%
0.38%
8.28%
8.13%
N/A
ITOT
-0.59%
9.91%
-2.90%
12.78%
17.01%
12.07%
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FFEGX vs. ITOT - Expense Ratio Comparison
FFEGX has a 0.08% expense ratio, which is higher than ITOT's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FFEGX vs. ITOT — Risk-Adjusted Performance Rank
FFEGX
ITOT
FFEGX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.
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Dividends
FFEGX vs. ITOT - Dividend Comparison
FFEGX's dividend yield for the trailing twelve months is around 2.47%, more than ITOT's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEGX Fidelity Freedom Index 2030 Fund Institutional Premium Class | 2.47% | 2.71% | 2.31% | 2.45% | 2.22% | 2.43% | 16.77% | 2.32% | 1.88% | 2.00% | 2.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.28% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
FFEGX vs. ITOT - Drawdown Comparison
The maximum FFEGX drawdown since its inception was -31.96%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FFEGX and ITOT. For additional features, visit the drawdowns tool.
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Volatility
FFEGX vs. ITOT - Volatility Comparison
The current volatility for Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) is 2.85%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 6.27%. This indicates that FFEGX experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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