FLPSX vs. DIA
Compare and contrast key facts about Fidelity Low-Priced Stock Fund (FLPSX) and SPDR Dow Jones Industrial Average ETF (DIA).
FLPSX is managed by Fidelity. It was launched on Dec 27, 1989. DIA is a passively managed fund by State Street that tracks the performance of the Dow Jones Industrial Average. It was launched on Jan 14, 1998.
Performance
FLPSX vs. DIA - Performance Comparison
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FLPSX vs. DIA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLPSX Fidelity Low-Priced Stock Fund | -1.04% | 14.69% | 7.23% | 14.41% | -5.69% | 24.46% | 9.34% | 25.75% | -10.80% | 18.88% |
DIA SPDR Dow Jones Industrial Average ETF | -3.25% | 14.71% | 14.82% | 16.02% | -7.02% | 20.83% | 9.59% | 24.70% | -3.74% | 28.08% |
Returns By Period
In the year-to-date period, FLPSX achieves a -1.04% return, which is significantly higher than DIA's -3.25% return. Over the past 10 years, FLPSX has underperformed DIA with an annualized return of 9.89%, while DIA has yielded a comparatively higher 12.22% annualized return.
FLPSX
- 1D
- -0.37%
- 1M
- -8.40%
- YTD
- -1.04%
- 6M
- 0.58%
- 1Y
- 15.02%
- 3Y*
- 11.25%
- 5Y*
- 7.50%
- 10Y*
- 9.89%
DIA
- 1D
- 2.46%
- 1M
- -5.20%
- YTD
- -3.25%
- 6M
- 0.64%
- 1Y
- 12.04%
- 3Y*
- 13.58%
- 5Y*
- 8.82%
- 10Y*
- 12.22%
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FLPSX vs. DIA - Expense Ratio Comparison
FLPSX has a 0.82% expense ratio, which is higher than DIA's 0.16% expense ratio.
Return for Risk
FLPSX vs. DIA — Risk / Return Rank
FLPSX
DIA
FLPSX vs. DIA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund (FLPSX) and SPDR Dow Jones Industrial Average ETF (DIA). 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.
| FLPSX | DIA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.72 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.14 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.22 | -0.17 |
Martin ratioReturn relative to average drawdown | 4.35 | 4.51 | -0.16 |
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
| FLPSX | DIA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.72 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.60 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.70 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.47 | +0.36 |
Correlation
The correlation between FLPSX and DIA 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.
Dividends
FLPSX vs. DIA - Dividend Comparison
FLPSX's dividend yield for the trailing twelve months is around 13.42%, more than DIA's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPSX Fidelity Low-Priced Stock Fund | 13.42% | 13.28% | 16.24% | 18.29% | 9.45% | 12.11% | 11.14% | 8.14% | 13.45% | 7.45% | 4.85% | 4.04% |
DIA SPDR Dow Jones Industrial Average ETF | 1.52% | 1.43% | 1.61% | 1.81% | 1.91% | 1.58% | 1.87% | 1.85% | 2.24% | 1.97% | 2.26% | 2.33% |
Drawdowns
FLPSX vs. DIA - Drawdown Comparison
The maximum FLPSX drawdown since its inception was -54.81%, which is greater than DIA's maximum drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for FLPSX and DIA.
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Drawdown Indicators
| FLPSX | DIA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -51.87% | -2.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -10.79% | -1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | -20.76% | +2.00% |
Max Drawdown (10Y)Largest decline over 10 years | -38.16% | -36.70% | -1.46% |
Current DrawdownCurrent decline from peak | -8.81% | -7.40% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -7.18% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.92% | +0.11% |
Volatility
FLPSX vs. DIA - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock Fund (FLPSX) is 4.14%, while SPDR Dow Jones Industrial Average ETF (DIA) has a volatility of 4.92%. This indicates that FLPSX experiences smaller price fluctuations and is considered to be less risky than DIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLPSX | DIA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 4.92% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 9.23% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.76% | 16.84% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 14.73% | +2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.32% | 17.51% | -0.19% |