FHOFX vs. SWPPX
Compare and contrast key facts about Fidelity Series Large Cap Growth Index Fund (FHOFX) and Schwab S&P 500 Index Fund (SWPPX).
FHOFX is managed by Fidelity. It was launched on Aug 17, 2018. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
FHOFX vs. SWPPX - Performance Comparison
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FHOFX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHOFX Fidelity Series Large Cap Growth Index Fund | -9.76% | 18.55% | 33.37% | 42.77% | -29.13% | 27.68% | 38.39% | 36.38% | -15.37% |
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -12.95% |
Returns By Period
In the year-to-date period, FHOFX achieves a -9.76% return, which is significantly lower than SWPPX's -4.39% return.
FHOFX
- 1D
- 3.74%
- 1M
- -5.51%
- YTD
- -9.76%
- 6M
- -9.24%
- 1Y
- 17.79%
- 3Y*
- 21.20%
- 5Y*
- 12.44%
- 10Y*
- —
SWPPX
- 1D
- 2.88%
- 1M
- -5.04%
- YTD
- -4.39%
- 6M
- -2.17%
- 1Y
- 17.28%
- 3Y*
- 18.27%
- 5Y*
- 11.76%
- 10Y*
- 14.04%
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FHOFX vs. SWPPX - Expense Ratio Comparison
FHOFX has a 0.00% expense ratio, which is lower than SWPPX's 0.02% 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. SWPPX — Risk / Return Rank
FHOFX
SWPPX
FHOFX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Growth Index Fund (FHOFX) and Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.97 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.49 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.52 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.03 | 7.29 | -3.25 |
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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.97 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.70 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.48 | +0.18 |
Correlation
The correlation between FHOFX and SWPPX is 0.94, 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. SWPPX - Dividend Comparison
FHOFX's dividend yield for the trailing twelve months is around 1.08%, less than SWPPX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHOFX Fidelity Series Large Cap Growth Index Fund | 1.08% | 0.97% | 0.55% | 0.83% | 1.41% | 3.02% | 2.91% | 1.30% | 0.56% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
FHOFX vs. SWPPX - Drawdown Comparison
The maximum FHOFX drawdown since its inception was -32.62%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for FHOFX and SWPPX.
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Drawdown Indicators
| FHOFX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.62% | -55.06% | +22.44% |
Max Drawdown (1Y)Largest decline over 1 year | -16.13% | -12.10% | -4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -32.62% | -24.51% | -8.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.80% | — |
Current DrawdownCurrent decline from peak | -12.99% | -6.26% | -6.73% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -10.00% | +2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 2.52% | +2.17% |
Volatility
FHOFX vs. SWPPX - Volatility Comparison
Fidelity Series Large Cap Growth Index Fund (FHOFX) has a higher volatility of 6.72% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.36%. This indicates that FHOFX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHOFX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 5.36% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.39% | 9.55% | +2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.59% | 18.32% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 16.94% | +4.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.30% | 18.21% | +5.09% |