FIFNX vs. QUAL
Compare and contrast key facts about Fidelity Founders Fund (FIFNX) and iShares Edge MSCI USA Quality Factor ETF (QUAL).
FIFNX is managed by Fidelity. It was launched on Feb 14, 2019. QUAL is a passively managed fund by iShares that tracks the performance of the MSCI USA Quality Index. It was launched on Jul 16, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIFNX or QUAL.
Key characteristics
| FIFNX | QUAL | |
|---|---|---|
| YTD Return | 33.26% | 25.96% |
| 1Y Return | 48.46% | 36.30% |
| 3Y Return (Ann) | 6.27% | 9.71% |
| 5Y Return (Ann) | 17.73% | 15.51% |
| Sharpe Ratio | 2.84 | 2.90 |
| Sortino Ratio | 3.67 | 3.98 |
| Omega Ratio | 1.51 | 1.53 |
| Calmar Ratio | 2.43 | 4.81 |
| Martin Ratio | 18.08 | 18.41 |
| Ulcer Index | 2.68% | 1.99% |
| Daily Std Dev | 17.08% | 12.68% |
| Max Drawdown | -34.82% | -34.06% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FIFNX and QUAL 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.
Performance
FIFNX vs. QUAL - Performance Comparison
In the year-to-date period, FIFNX achieves a 33.26% return, which is significantly higher than QUAL's 25.96% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIFNX vs. QUAL - Expense Ratio Comparison
FIFNX has a 0.90% expense ratio, which is higher than QUAL's 0.15% expense ratio.
Risk-Adjusted Performance
FIFNX vs. QUAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Founders Fund (FIFNX) and iShares Edge MSCI USA Quality Factor ETF (QUAL). 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.
Dividends
FIFNX vs. QUAL - Dividend Comparison
FIFNX's dividend yield for the trailing twelve months is around 0.08%, less than QUAL's 0.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFNX Fidelity Founders Fund | 0.08% | 0.11% | 0.67% | 0.23% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QUAL iShares Edge MSCI USA Quality Factor ETF | 0.98% | 1.23% | 1.59% | 1.20% | 1.39% | 1.60% | 2.00% | 1.76% | 1.96% | 1.63% | 1.35% | 0.63% |
Drawdowns
FIFNX vs. QUAL - Drawdown Comparison
The maximum FIFNX drawdown since its inception was -34.82%, roughly equal to the maximum QUAL drawdown of -34.06%. Use the drawdown chart below to compare losses from any high point for FIFNX and QUAL. For additional features, visit the drawdowns tool.
Volatility
FIFNX vs. QUAL - Volatility Comparison
Fidelity Founders Fund (FIFNX) has a higher volatility of 5.01% compared to iShares Edge MSCI USA Quality Factor ETF (QUAL) at 3.79%. This indicates that FIFNX's price experiences larger fluctuations and is considered to be riskier than QUAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.