FFEGX vs. SPYV

In the year-to-date period, FFEGX achieves a 4.21% return, which is significantly higher than SPYV's -0.55% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FFEGX has a 0.08% expense ratio, which is higher than SPYV's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) and SPDR Portfolio S&P 500 Value ETF (SPYV). 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.

The current FFEGX Sharpe Ratio is 0.94, which is higher than the SPYV Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of FFEGX and SPYV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFEGX's dividend yield for the trailing twelve months is around 2.94%, more than SPYV's 2.16% yield.

The maximum FFEGX drawdown since its inception was -31.96%, smaller than the maximum SPYV drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for FFEGX and SPYV.

The current volatility for Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) is 2.35%, while SPDR Portfolio S&P 500 Value ETF (SPYV) has a volatility of 4.38%. This indicates that FFEGX experiences smaller price fluctuations and is considered to be less risky than SPYV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.