FFVFX vs. SPY
Compare and contrast key facts about Fidelity Freedom 2015 Fund (FFVFX) and State Street SPDR S&P 500 ETF (SPY).
FFVFX is managed by Fidelity. It was launched on Nov 6, 2003. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
FFVFX vs. SPY - Performance Comparison
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FFVFX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFVFX Fidelity Freedom 2015 Fund | -0.99% | 13.19% | 6.20% | 11.38% | -14.63% | 7.31% | 12.46% | 16.28% | -4.56% | 12.99% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, FFVFX achieves a -0.99% return, which is significantly higher than SPY's -4.37% return. Over the past 10 years, FFVFX has underperformed SPY with an annualized return of 6.14%, while SPY has yielded a comparatively higher 13.98% annualized return.
FFVFX
- 1D
- 0.17%
- 1M
- -4.53%
- YTD
- -0.99%
- 6M
- 0.85%
- 1Y
- 9.95%
- 3Y*
- 8.16%
- 5Y*
- 3.66%
- 10Y*
- 6.14%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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FFVFX vs. SPY - Expense Ratio Comparison
FFVFX has a 0.54% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FFVFX vs. SPY — Risk / Return Rank
FFVFX
SPY
FFVFX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2015 Fund (FFVFX) and State Street SPDR S&P 500 ETF (SPY). 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.
| FFVFX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 0.93 | +0.55 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.45 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.22 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.53 | +0.41 |
Martin ratioReturn relative to average drawdown | 8.15 | 7.30 | +0.85 |
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
| FFVFX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 0.93 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.69 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.78 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.56 | 0.00 |
Correlation
The correlation between FFVFX and SPY is 0.87, 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
FFVFX vs. SPY - Dividend Comparison
FFVFX's dividend yield for the trailing twelve months is around 6.54%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFVFX Fidelity Freedom 2015 Fund | 6.54% | 6.48% | 3.94% | 2.61% | 8.38% | 10.74% | 6.83% | 6.70% | 7.96% | 3.71% | 3.72% | 5.55% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
FFVFX vs. SPY - Drawdown Comparison
The maximum FFVFX drawdown since its inception was -39.04%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FFVFX and SPY.
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Drawdown Indicators
| FFVFX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.04% | -55.19% | +16.15% |
Max Drawdown (1Y)Largest decline over 1 year | -5.04% | -12.05% | +7.01% |
Max Drawdown (5Y)Largest decline over 5 years | -20.44% | -24.50% | +4.06% |
Max Drawdown (10Y)Largest decline over 10 years | -20.44% | -33.72% | +13.28% |
Current DrawdownCurrent decline from peak | -4.53% | -6.24% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -4.34% | -9.09% | +4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 2.52% | -1.32% |
Volatility
FFVFX vs. SPY - Volatility Comparison
The current volatility for Fidelity Freedom 2015 Fund (FFVFX) is 2.79%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. This indicates that FFVFX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFVFX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 5.31% | -2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 4.23% | 9.47% | -5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.86% | 19.05% | -12.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.50% | 17.06% | -9.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.62% | 17.92% | -10.30% |