FIKFX vs. SPYG
Compare and contrast key facts about Fidelity Freedom Index Income Fund Investor Class (FIKFX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG).
FIKFX is managed by Fidelity. It was launched on Oct 2, 2009. 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
FIKFX vs. SPYG - Performance Comparison
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FIKFX vs. SPYG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIKFX Fidelity Freedom Index Income Fund Investor Class | -0.05% | 9.23% | 4.96% | 8.28% | -11.09% | 2.79% | 8.54% | 10.59% | -0.76% | 6.66% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -6.91% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -0.12% | 27.24% |
Returns By Period
In the year-to-date period, FIKFX achieves a -0.05% return, which is significantly higher than SPYG's -6.91% return. Over the past 10 years, FIKFX has underperformed SPYG with an annualized return of 3.93%, while SPYG has yielded a comparatively higher 15.90% annualized return.
FIKFX
- 1D
- 0.74%
- 1M
- -1.99%
- YTD
- -0.05%
- 6M
- 1.03%
- 1Y
- 6.95%
- 3Y*
- 6.20%
- 5Y*
- 2.67%
- 10Y*
- 3.93%
SPYG
- 1D
- 1.32%
- 1M
- -4.24%
- YTD
- -6.91%
- 6M
- -5.21%
- 1Y
- 23.24%
- 3Y*
- 22.39%
- 5Y*
- 12.53%
- 10Y*
- 15.90%
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FIKFX vs. SPYG - Expense Ratio Comparison
FIKFX has a 0.12% expense ratio, which is higher than SPYG's 0.04% expense ratio. However, 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
FIKFX vs. SPYG — Risk / Return Rank
FIKFX
SPYG
FIKFX vs. SPYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index Income Fund Investor Class (FIKFX) 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.
| FIKFX | SPYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.04 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.30 | 1.62 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 1.75 | +0.44 |
Martin ratioReturn relative to average drawdown | 9.11 | 6.81 | +2.31 |
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
| FIKFX | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.04 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.60 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.78 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.32 | +0.64 |
Correlation
The correlation between FIKFX and SPYG is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FIKFX vs. SPYG - Dividend Comparison
FIKFX's dividend yield for the trailing twelve months is around 3.41%, more than SPYG's 0.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.41% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.57% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Drawdowns
FIKFX vs. SPYG - Drawdown Comparison
The maximum FIKFX drawdown since its inception was -15.03%, smaller than the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for FIKFX and SPYG.
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Drawdown Indicators
| FIKFX | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.03% | -67.63% | +52.60% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -13.76% | +10.44% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -32.67% | +17.64% |
Max Drawdown (10Y)Largest decline over 10 years | -15.03% | -32.67% | +17.64% |
Current DrawdownCurrent decline from peak | -2.37% | -9.06% | +6.69% |
Average DrawdownAverage peak-to-trough decline | -1.74% | -24.48% | +22.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 3.55% | -2.75% |
Volatility
FIKFX vs. SPYG - Volatility Comparison
The current volatility for Fidelity Freedom Index Income Fund Investor Class (FIKFX) is 2.05%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.32%. This indicates that FIKFX 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
| FIKFX | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 7.32% | -5.27% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 12.90% | -10.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 22.42% | -18.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.07% | 21.13% | -16.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.40% | 20.57% | -16.17% |