FKIFX vs. AVUV
Compare and contrast key facts about Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) and Avantis US Small Cap Value ETF (AVUV).
FKIFX is managed by Fidelity. It was launched on Oct 2, 2009. AVUV is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Value. It was launched on Sep 24, 2019.
Performance
FKIFX vs. AVUV - Performance Comparison
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FKIFX vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FKIFX Fidelity Freedom Index 2010 Fund Investor Class | -0.96% | 10.21% | 5.70% | 9.83% | -12.94% | 5.05% | 10.41% | 3.06% |
AVUV Avantis US Small Cap Value ETF | 8.60% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.50% |
Returns By Period
In the year-to-date period, FKIFX achieves a -0.96% return, which is significantly lower than AVUV's 8.60% return.
FKIFX
- 1D
- 0.30%
- 1M
- -3.39%
- YTD
- -0.96%
- 6M
- 0.40%
- 1Y
- 7.23%
- 3Y*
- 6.75%
- 5Y*
- 3.04%
- 10Y*
- 4.98%
AVUV
- 1D
- 2.03%
- 1M
- -1.97%
- YTD
- 8.60%
- 6M
- 11.68%
- 1Y
- 28.72%
- 3Y*
- 16.19%
- 5Y*
- 10.38%
- 10Y*
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FKIFX vs. AVUV - Expense Ratio Comparison
FKIFX has a 0.12% expense ratio, which is lower than AVUV's 0.25% 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
FKIFX vs. AVUV — Risk / Return Rank
FKIFX
AVUV
FKIFX vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) and Avantis US Small Cap Value ETF (AVUV). 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.
| FKIFX | AVUV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.23 | +0.25 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.80 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.87 | +0.12 |
Martin ratioReturn relative to average drawdown | 8.14 | 7.37 | +0.76 |
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
| FKIFX | AVUV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.23 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.45 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.52 | +0.29 |
Correlation
The correlation between FKIFX and AVUV is 0.59, 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
FKIFX vs. AVUV - Dividend Comparison
FKIFX's dividend yield for the trailing twelve months is around 4.57%, more than AVUV's 1.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKIFX Fidelity Freedom Index 2010 Fund Investor Class | 4.57% | 4.53% | 4.99% | 3.28% | 3.71% | 3.61% | 2.56% | 16.42% | 4.74% | 1.84% | 1.84% | 1.78% |
AVUV Avantis US Small Cap Value ETF | 1.41% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FKIFX vs. AVUV - Drawdown Comparison
The maximum FKIFX drawdown since its inception was -17.50%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for FKIFX and AVUV.
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Drawdown Indicators
| FKIFX | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.50% | -49.42% | +31.92% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -15.43% | +11.75% |
Max Drawdown (5Y)Largest decline over 5 years | -17.50% | -28.79% | +11.29% |
Max Drawdown (10Y)Largest decline over 10 years | -17.50% | — | — |
Current DrawdownCurrent decline from peak | -3.39% | -4.14% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -8.14% | +5.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 3.91% | -3.01% |
Volatility
FKIFX vs. AVUV - Volatility Comparison
The current volatility for Fidelity Freedom Index 2010 Fund Investor Class (FKIFX) is 2.04%, while Avantis US Small Cap Value ETF (AVUV) has a volatility of 5.51%. This indicates that FKIFX experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKIFX | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 5.51% | -3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 3.14% | 13.11% | -9.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.04% | 23.46% | -18.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.09% | 22.95% | -16.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.11% | 28.60% | -22.49% |