FHAUX vs. SPY
Compare and contrast key facts about Fidelity Freedom Blend 2025 Fund (FHAUX) and State Street 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.
Performance
FHAUX vs. SPY - Performance Comparison
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FHAUX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHAUX Fidelity Freedom Blend 2025 Fund | -1.95% | 15.91% | 7.88% | 14.03% | -17.27% | 9.71% | 14.06% | 20.01% | -9.80% |
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, FHAUX achieves a -1.95% return, which is significantly higher than SPY's -4.37% return.
FHAUX
- 1D
- 0.08%
- 1M
- -6.08%
- YTD
- -1.95%
- 6M
- 0.21%
- 1Y
- 12.10%
- 3Y*
- 9.76%
- 5Y*
- 4.41%
- 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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FHAUX vs. SPY - Expense Ratio Comparison
FHAUX has a 0.45% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FHAUX vs. SPY — Risk / Return Rank
FHAUX
SPY
FHAUX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2025 Fund (FHAUX) 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.
| FHAUX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.93 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.45 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.53 | +0.05 |
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
| FHAUX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.93 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.69 | -0.24 |
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 | 0.00 |
Correlation
The correlation between FHAUX and SPY is 0.88, 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
FHAUX vs. SPY - Dividend Comparison
FHAUX's dividend yield for the trailing twelve months is around 2.55%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHAUX Fidelity Freedom Blend 2025 Fund | 2.55% | 2.50% | 2.23% | 2.30% | 5.51% | 6.83% | 4.21% | 3.10% | 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
FHAUX vs. SPY - Drawdown Comparison
The maximum FHAUX drawdown since its inception was -23.99%, 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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Drawdown Indicators
| FHAUX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.99% | -55.19% | +31.20% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -12.05% | +4.75% |
Max Drawdown (5Y)Largest decline over 5 years | -23.99% | -24.50% | +0.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.72% | — |
Current DrawdownCurrent decline from peak | -6.23% | -6.24% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -9.09% | +3.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 2.52% | -0.85% |
Volatility
FHAUX vs. SPY - Volatility Comparison
The current volatility for Fidelity Freedom Blend 2025 Fund (FHAUX) is 3.69%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. 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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Volatility by Period
| FHAUX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 5.31% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 5.81% | 9.47% | -3.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.76% | 19.05% | -9.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.91% | 17.06% | -7.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.94% | 17.92% | -6.98% |