FLPSX vs. DON
Compare and contrast key facts about Fidelity Low-Priced Stock Fund (FLPSX) and WisdomTree US MidCap Dividend ETF (DON).
FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989. DON is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree MidCap Dividend Index. It was launched on Jun 16, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLPSX or DON.
Performance
FLPSX vs. DON - Performance Comparison
Returns By Period
In the year-to-date period, FLPSX achieves a 10.41% return, which is significantly lower than DON's 18.23% return. Both investments have delivered pretty close results over the past 10 years, with FLPSX having a 9.26% annualized return and DON not far ahead at 9.59%.
FLPSX
10.41%
-1.75%
0.93%
19.14%
11.30%
9.26%
DON
18.23%
1.53%
10.14%
29.62%
10.21%
9.59%
Key characteristics
| FLPSX | DON | |
|---|---|---|
| Sharpe Ratio | 1.54 | 2.02 |
| Sortino Ratio | 2.18 | 2.85 |
| Omega Ratio | 1.27 | 1.36 |
| Calmar Ratio | 2.58 | 4.22 |
| Martin Ratio | 8.87 | 12.01 |
| Ulcer Index | 2.19% | 2.47% |
| Daily Std Dev | 12.58% | 14.70% |
| Max Drawdown | -52.95% | -61.94% |
| Current Drawdown | -3.04% | -2.16% |
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FLPSX vs. DON - Expense Ratio Comparison
FLPSX has a 0.82% expense ratio, which is higher than DON's 0.38% expense ratio.
Correlation
The correlation between FLPSX and DON is 0.89, 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.
Risk-Adjusted Performance
FLPSX vs. DON - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund (FLPSX) and WisdomTree US MidCap Dividend ETF (DON). 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
FLPSX vs. DON - Dividend Comparison
FLPSX's dividend yield for the trailing twelve months is around 2.15%, less than DON's 2.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPSX Fidelity Low-Priced Stock Fund | 2.15% | 2.02% | 1.20% | 1.54% | 1.77% | 1.77% | 1.94% | 1.45% | 1.20% | 5.15% | 6.91% | 7.46% |
DON WisdomTree US MidCap Dividend ETF | 2.23% | 2.41% | 2.71% | 2.12% | 2.77% | 2.38% | 2.55% | 2.25% | 2.48% | 2.89% | 2.56% | 2.28% |
Drawdowns
FLPSX vs. DON - Drawdown Comparison
The maximum FLPSX drawdown since its inception was -52.95%, smaller than the maximum DON drawdown of -61.94%. Use the drawdown chart below to compare losses from any high point for FLPSX and DON. For additional features, visit the drawdowns tool.
Volatility
FLPSX vs. DON - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock Fund (FLPSX) is 4.21%, while WisdomTree US MidCap Dividend ETF (DON) has a volatility of 5.27%. This indicates that FLPSX experiences smaller price fluctuations and is considered to be less risky than DON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.