FFEGX vs. SPYV
Compare and contrast key facts about Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) and SPDR Portfolio S&P 500 Value ETF (SPYV).
FFEGX is managed by Fidelity. It was launched on Oct 2, 2009. SPYV is a passively managed fund by State Street that tracks the performance of the S&P 500 Value. It was launched on Sep 25, 2000.
Performance
FFEGX vs. SPYV - Performance Comparison
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FFEGX vs. SPYV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFEGX Fidelity Freedom Index 2030 Fund Institutional Premium Class | -2.61% | 15.93% | 9.55% | 15.16% | -16.81% | 10.94% | 14.38% | 22.10% | -5.55% | 18.03% |
SPYV SPDR Portfolio S&P 500 Value ETF | -0.03% | 13.18% | 12.24% | 22.20% | -5.28% | 24.91% | 1.38% | 31.70% | -9.01% | 15.40% |
Returns By Period
In the year-to-date period, FFEGX achieves a -2.61% return, which is significantly lower than SPYV's -0.03% return. Over the past 10 years, FFEGX has underperformed SPYV with an annualized return of 8.20%, while SPYV has yielded a comparatively higher 11.40% annualized return.
FFEGX
- 1D
- 0.14%
- 1M
- -6.14%
- YTD
- -2.61%
- 6M
- -0.50%
- 1Y
- 11.91%
- 3Y*
- 10.39%
- 5Y*
- 5.21%
- 10Y*
- 8.20%
SPYV
- 1D
- 1.69%
- 1M
- -4.55%
- YTD
- -0.03%
- 6M
- 3.21%
- 1Y
- 12.90%
- 3Y*
- 13.84%
- 5Y*
- 10.46%
- 10Y*
- 11.40%
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FFEGX vs. SPYV - Expense Ratio Comparison
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%.
Return for Risk
FFEGX vs. SPYV — Risk / Return Rank
FFEGX
SPYV
FFEGX vs. SPYV - Risk-Adjusted Trends Comparison
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.
| FFEGX | SPYV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.83 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.25 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.15 | +0.36 |
Martin ratioReturn relative to average drawdown | 6.76 | 5.45 | +1.31 |
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
| FFEGX | SPYV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.83 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.73 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.67 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.41 | +0.24 |
Correlation
The correlation between FFEGX and SPYV is 0.85, 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
FFEGX vs. SPYV - Dividend Comparison
FFEGX's dividend yield for the trailing twelve months is around 3.46%, more than SPYV's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEGX Fidelity Freedom Index 2030 Fund Institutional Premium Class | 3.46% | 3.37% | 2.71% | 2.31% | 2.45% | 2.22% | 2.43% | 16.77% | 2.18% | 1.88% | 2.00% | 2.00% |
SPYV SPDR Portfolio S&P 500 Value ETF | 1.82% | 1.77% | 2.29% | 1.75% | 2.22% | 2.10% | 2.38% | 2.25% | 2.97% | 2.77% | 2.39% | 2.53% |
Drawdowns
FFEGX vs. SPYV - Drawdown Comparison
The maximum FFEGX drawdown since its inception was -23.85%, 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.
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Drawdown Indicators
| FFEGX | SPYV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.85% | -58.45% | +34.60% |
Max Drawdown (1Y)Largest decline over 1 year | -7.42% | -12.03% | +4.61% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -17.89% | -5.37% |
Max Drawdown (10Y)Largest decline over 10 years | -23.85% | -36.89% | +13.04% |
Current DrawdownCurrent decline from peak | -6.30% | -4.55% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -4.21% | -8.77% | +4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 2.54% | -0.88% |
Volatility
FFEGX vs. SPYV - Volatility Comparison
The current volatility for Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) is 3.53%, while SPDR Portfolio S&P 500 Value ETF (SPYV) has a volatility of 3.84%. 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.
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Volatility by Period
| FFEGX | SPYV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 3.84% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 5.83% | 7.76% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.06% | 15.54% | -5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.24% | 14.44% | -4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.20% | 16.96% | -5.76% |