Correlation
The correlation between FHAUX and SPY is 0.89, 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.
FHAUX vs. SPY
Compare and contrast key facts about Fidelity Freedom Blend 2025 Fund (FHAUX) and SPDR S&P 500 ETF (SPY).
FHAUX 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHAUX or SPY.
Performance
FHAUX vs. SPY - Performance Comparison
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Key characteristics
FHAUX:
0.90
SPY:
0.70
FHAUX:
1.20
SPY:
1.02
FHAUX:
1.16
SPY:
1.15
FHAUX:
0.87
SPY:
0.68
FHAUX:
3.85
SPY:
2.57
FHAUX:
2.16%
SPY:
4.93%
FHAUX:
10.24%
SPY:
20.42%
FHAUX:
-27.57%
SPY:
-55.19%
FHAUX:
-0.09%
SPY:
-3.55%
Returns By Period
In the year-to-date period, FHAUX achieves a 4.73% return, which is significantly higher than SPY's 0.87% return.
FHAUX
4.73%
2.84%
1.78%
9.14%
6.43%
4.99%
N/A
SPY
0.87%
6.28%
-1.56%
14.21%
14.25%
15.81%
12.73%
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FHAUX vs. SPY - Expense Ratio Comparison
FHAUX has a 0.45% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FHAUX vs. SPY — Risk-Adjusted Performance Rank
FHAUX
SPY
FHAUX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2025 Fund (FHAUX) and 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.
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Dividends
FHAUX vs. SPY - Dividend Comparison
FHAUX's dividend yield for the trailing twelve months is around 2.23%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHAUX Fidelity Freedom Blend 2025 Fund | 2.23% | 2.23% | 2.30% | 5.51% | 6.83% | 4.32% | 3.10% | 2.25% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FHAUX vs. SPY - Drawdown Comparison
The maximum FHAUX drawdown since its inception was -27.57%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FHAUX and SPY.
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Volatility
FHAUX vs. SPY - Volatility Comparison
The current volatility for Fidelity Freedom Blend 2025 Fund (FHAUX) is 2.19%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. This indicates that FHAUX 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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