FHCDX vs. SPY
Compare and contrast key facts about Fidelity Freedom Blend 2060 Fund Class K6 (FHCDX) and State Street SPDR S&P 500 ETF (SPY).
FHCDX 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
FHCDX vs. SPY - Performance Comparison
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FHCDX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHCDX Fidelity Freedom Blend 2060 Fund Class K6 | -3.66% | 22.85% | 16.96% | 20.69% | -18.85% | 16.45% | 18.05% | 26.63% | -11.79% |
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, FHCDX achieves a -3.66% return, which is significantly higher than SPY's -4.37% return.
FHCDX
- 1D
- -0.34%
- 1M
- -9.12%
- YTD
- -3.66%
- 6M
- -0.29%
- 1Y
- 18.45%
- 3Y*
- 15.91%
- 5Y*
- 8.47%
- 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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FHCDX vs. SPY - Expense Ratio Comparison
FHCDX has a 0.29% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FHCDX vs. SPY — Risk / Return Rank
FHCDX
SPY
FHCDX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2060 Fund Class K6 (FHCDX) 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.
| FHCDX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.93 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.45 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.53 | -0.15 |
Martin ratioReturn relative to average drawdown | 6.34 | 7.30 | -0.96 |
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
| FHCDX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.93 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.69 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.56 | +0.05 |
Correlation
The correlation between FHCDX and SPY is 0.93, 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
FHCDX vs. SPY - Dividend Comparison
FHCDX's dividend yield for the trailing twelve months is around 2.61%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCDX Fidelity Freedom Blend 2060 Fund Class K6 | 2.61% | 2.52% | 5.51% | 2.05% | 5.98% | 8.10% | 4.24% | 3.04% | 3.50% | 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
FHCDX vs. SPY - Drawdown Comparison
The maximum FHCDX drawdown since its inception was -31.28%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FHCDX and SPY.
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Drawdown Indicators
| FHCDX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.28% | -55.19% | +23.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.39% | -12.05% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -24.50% | -3.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.72% | — |
Current DrawdownCurrent decline from peak | -9.68% | -6.24% | -3.44% |
Average DrawdownAverage peak-to-trough decline | -5.94% | -9.09% | +3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.52% | +0.06% |
Volatility
FHCDX vs. SPY - Volatility Comparison
Fidelity Freedom Blend 2060 Fund Class K6 (FHCDX) has a higher volatility of 5.61% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that FHCDX's price experiences larger fluctuations and is considered to be riskier 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
| FHCDX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 5.31% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 9.47% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.07% | 19.05% | -2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.95% | 17.06% | -2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 17.92% | -1.01% |