FHOFX vs. SPYG
Compare and contrast key facts about Fidelity Series Large Cap Growth Index Fund (FHOFX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG).
FHOFX is managed by Fidelity. It was launched on Aug 17, 2018. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Performance
FHOFX vs. SPYG - Performance Comparison
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FHOFX vs. SPYG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHOFX Fidelity Series Large Cap Growth Index Fund | -13.01% | 18.55% | 33.37% | 42.77% | -29.13% | 27.68% | 38.39% | 36.38% | -15.37% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -8.12% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -13.93% |
Returns By Period
In the year-to-date period, FHOFX achieves a -13.01% return, which is significantly lower than SPYG's -8.12% return.
FHOFX
- 1D
- -0.42%
- 1M
- -8.63%
- YTD
- -13.01%
- 6M
- -12.04%
- 1Y
- 14.54%
- 3Y*
- 19.73%
- 5Y*
- 11.97%
- 10Y*
- —
SPYG
- 1D
- 4.08%
- 1M
- -5.34%
- YTD
- -8.12%
- 6M
- -6.05%
- 1Y
- 22.51%
- 3Y*
- 21.85%
- 5Y*
- 12.24%
- 10Y*
- 15.75%
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FHOFX vs. SPYG - Expense Ratio Comparison
FHOFX has a 0.00% expense ratio, which is lower than SPYG's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FHOFX vs. SPYG — Risk / Return Rank
FHOFX
SPYG
FHOFX vs. SPYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Growth Index Fund (FHOFX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.
| FHOFX | SPYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.01 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.58 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.66 | -0.94 |
Martin ratioReturn relative to average drawdown | 2.52 | 6.54 | -4.02 |
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
| FHOFX | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.01 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.58 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.31 | +0.32 |
Correlation
The correlation between FHOFX and SPYG is 0.99, 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
FHOFX vs. SPYG - Dividend Comparison
FHOFX's dividend yield for the trailing twelve months is around 1.12%, more than SPYG's 0.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHOFX Fidelity Series Large Cap Growth Index Fund | 1.12% | 0.97% | 0.55% | 0.83% | 1.41% | 3.02% | 2.91% | 1.30% | 0.56% | 0.00% | 0.00% | 0.00% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Drawdowns
FHOFX vs. SPYG - Drawdown Comparison
The maximum FHOFX drawdown since its inception was -32.62%, smaller than the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for FHOFX and SPYG.
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Drawdown Indicators
| FHOFX | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.62% | -67.63% | +35.01% |
Max Drawdown (1Y)Largest decline over 1 year | -16.13% | -13.76% | -2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -32.62% | -32.67% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.67% | — |
Current DrawdownCurrent decline from peak | -16.13% | -10.24% | -5.89% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -24.48% | +16.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 3.50% | +1.12% |
Volatility
FHOFX vs. SPYG - Volatility Comparison
The current volatility for Fidelity Series Large Cap Growth Index Fund (FHOFX) is 5.35%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.20%. This indicates that FHOFX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHOFX | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 7.20% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 12.83% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.33% | 22.39% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.50% | 21.13% | +0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.27% | 20.57% | +2.70% |