FHASX vs. SPY
Compare and contrast key facts about Fidelity Freedom Blend 2035 Fund (FHASX) and State Street SPDR S&P 500 ETF (SPY).
FHASX is managed by Fidelity. It was launched on Aug 31, 2018. 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
FHASX vs. SPY - Performance Comparison
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FHASX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHASX Fidelity Freedom Blend 2035 Fund | -2.51% | 18.32% | 13.29% | 17.57% | -18.33% | 14.11% | 16.71% | 25.44% | -13.80% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -13.02% |
Returns By Period
In the year-to-date period, FHASX achieves a -2.51% return, which is significantly higher than SPY's -4.37% return.
FHASX
- 1D
- -0.08%
- 1M
- -7.17%
- YTD
- -2.51%
- 6M
- 0.06%
- 1Y
- 14.67%
- 3Y*
- 12.97%
- 5Y*
- 6.57%
- 10Y*
- —
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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FHASX vs. SPY - Expense Ratio Comparison
FHASX has a 0.48% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FHASX vs. SPY — Risk / Return Rank
FHASX
SPY
FHASX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2035 Fund (FHASX) 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.
| FHASX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.93 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.45 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.53 | 0.00 |
Martin ratioReturn relative to average drawdown | 6.90 | 7.30 | -0.40 |
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
| FHASX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.93 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.69 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.56 | -0.01 |
Correlation
The correlation between FHASX and SPY is 0.92, 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
FHASX vs. SPY - Dividend Comparison
FHASX's dividend yield for the trailing twelve months is around 3.03%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHASX Fidelity Freedom Blend 2035 Fund | 3.03% | 2.95% | 4.66% | 2.04% | 5.70% | 7.94% | 4.87% | 3.48% | 0.00% | 0.00% | 0.00% | 0.00% |
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
FHASX vs. SPY - Drawdown Comparison
The maximum FHASX drawdown since its inception was -29.13%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FHASX and SPY.
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Drawdown Indicators
| FHASX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.13% | -55.19% | +26.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.86% | -12.05% | +3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -26.40% | -24.50% | -1.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.72% | — |
Current DrawdownCurrent decline from peak | -7.43% | -6.24% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -9.09% | +3.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 2.52% | -0.56% |
Volatility
FHASX vs. SPY - Volatility Comparison
The current volatility for Fidelity Freedom Blend 2035 Fund (FHASX) is 4.26%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. This indicates that FHASX 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
| FHASX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 5.31% | -1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.07% | 9.47% | -2.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.07% | 19.05% | -6.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.42% | 17.06% | -4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.77% | 17.92% | -3.15% |