FKICX vs. SPY
Compare and contrast key facts about Fidelity Small Cap Stock K6 Fund (FKICX) and SPDR S&P 500 ETF (SPY).
FKICX is managed by Fidelity. It was launched on May 25, 2017. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKICX or SPY.
Correlation
The correlation between FKICX and SPY is 0.82, 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
FKICX vs. SPY - Performance Comparison
Key characteristics
FKICX:
-0.83
SPY:
1.91
FKICX:
-0.73
SPY:
2.57
FKICX:
0.76
SPY:
1.35
FKICX:
-0.71
SPY:
2.88
FKICX:
-2.01
SPY:
11.96
FKICX:
21.84%
SPY:
2.03%
FKICX:
53.05%
SPY:
12.68%
FKICX:
-61.56%
SPY:
-55.19%
FKICX:
-59.92%
SPY:
0.00%
Returns By Period
In the year-to-date period, FKICX achieves a 2.76% return, which is significantly lower than SPY's 4.34% return.
FKICX
2.76%
-0.94%
-47.11%
-44.58%
-12.19%
N/A
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
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FKICX vs. SPY - Expense Ratio Comparison
FKICX has a 0.60% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FKICX vs. SPY — Risk-Adjusted Performance Rank
FKICX
SPY
FKICX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock K6 Fund (FKICX) and 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.
Dividends
FKICX vs. SPY - Dividend Comparison
FKICX's dividend yield for the trailing twelve months is around 1.65%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKICX Fidelity Small Cap Stock K6 Fund | 1.65% | 1.69% | 0.16% | 0.00% | 0.45% | 0.27% | 0.81% | 0.54% | 0.24% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FKICX vs. SPY - Drawdown Comparison
The maximum FKICX drawdown since its inception was -61.56%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FKICX and SPY. For additional features, visit the drawdowns tool.
Volatility
FKICX vs. SPY - Volatility Comparison
Fidelity Small Cap Stock K6 Fund (FKICX) has a higher volatility of 4.39% compared to SPDR S&P 500 ETF (SPY) at 3.13%. This indicates that FKICX'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.