FLCPX vs. SPLG
Compare and contrast key facts about Fidelity SAI U.S. Large Cap Index Fund (FLCPX) and SPDR Portfolio S&P 500 ETF (SPLG).
FLCPX is managed by Fidelity. It was launched on Feb 2, 2016. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCPX or SPLG.
Correlation
The correlation between FLCPX and SPLG is 0.98, 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
FLCPX vs. SPLG - Performance Comparison
Key characteristics
FLCPX:
1.69
SPLG:
2.21
FLCPX:
2.25
SPLG:
2.93
FLCPX:
1.32
SPLG:
1.41
FLCPX:
1.70
SPLG:
3.35
FLCPX:
8.61
SPLG:
13.99
FLCPX:
2.60%
SPLG:
2.02%
FLCPX:
13.23%
SPLG:
12.73%
FLCPX:
-33.87%
SPLG:
-54.52%
FLCPX:
-5.53%
SPLG:
-1.39%
Returns By Period
The year-to-date returns for both stocks are quite close, with FLCPX having a 1.98% return and SPLG slightly lower at 1.96%.
FLCPX
1.98%
1.20%
3.51%
19.84%
7.66%
N/A
SPLG
1.96%
2.26%
9.58%
27.08%
14.31%
13.52%
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FLCPX vs. SPLG - Expense Ratio Comparison
FLCPX has a 0.02% expense ratio, which is lower than SPLG's 0.03% 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%.
Risk-Adjusted Performance
FLCPX vs. SPLG — Risk-Adjusted Performance Rank
FLCPX
SPLG
FLCPX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Large Cap Index Fund (FLCPX) and SPDR Portfolio S&P 500 ETF (SPLG). 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
FLCPX vs. SPLG - Dividend Comparison
FLCPX's dividend yield for the trailing twelve months is around 1.28%, more than SPLG's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 1.28% | 1.30% | 1.62% | 1.94% | 1.50% | 1.79% | 1.74% | 2.10% | 1.34% | 0.76% | 0.00% | 0.00% |
SPLG SPDR Portfolio S&P 500 ETF | 1.25% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
FLCPX vs. SPLG - Drawdown Comparison
The maximum FLCPX drawdown since its inception was -33.87%, smaller than the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for FLCPX and SPLG. For additional features, visit the drawdowns tool.
Volatility
FLCPX vs. SPLG - Volatility Comparison
Fidelity SAI U.S. Large Cap Index Fund (FLCPX) has a higher volatility of 5.78% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 5.05%. This indicates that FLCPX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.