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 Fidelity. 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.
Performance
FLPSX vs. DON - Performance Comparison
Loading graphics...
FLPSX vs. DON - 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% |
DON WisdomTree US MidCap Dividend ETF | 2.25% | 3.86% | 14.20% | 14.04% | -4.72% | 30.29% | -5.40% | 23.31% | -8.26% | 14.86% |
Returns By Period
In the year-to-date period, FLPSX achieves a -1.04% return, which is significantly lower than DON's 2.25% return. Over the past 10 years, FLPSX has outperformed DON with an annualized return of 9.89%, while DON has yielded a comparatively lower 8.98% 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%
DON
- 1D
- 1.78%
- 1M
- -5.15%
- YTD
- 2.25%
- 6M
- 1.70%
- 1Y
- 8.75%
- 3Y*
- 11.36%
- 5Y*
- 7.79%
- 10Y*
- 8.98%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FLPSX vs. DON - Expense Ratio Comparison
FLPSX has a 0.82% expense ratio, which is higher than DON's 0.38% expense ratio.
Return for Risk
FLPSX vs. DON — Risk / Return Rank
FLPSX
DON
FLPSX vs. DON - Risk-Adjusted Trends 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.
| FLPSX | DON | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.48 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.34 | 0.81 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.11 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.69 | +0.36 |
Martin ratioReturn relative to average drawdown | 4.35 | 2.61 | +1.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FLPSX | DON | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.48 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.44 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.44 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.41 | +0.42 |
Correlation
The correlation between FLPSX and DON is 0.90, 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. DON - Dividend Comparison
FLPSX's dividend yield for the trailing twelve months is around 13.42%, more than DON's 2.41% 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% |
DON WisdomTree US MidCap Dividend ETF | 2.41% | 2.53% | 2.27% | 2.41% | 2.71% | 2.12% | 2.77% | 2.38% | 2.55% | 2.25% | 2.48% | 2.89% |
Drawdowns
FLPSX vs. DON - Drawdown Comparison
The maximum FLPSX drawdown since its inception was -54.81%, 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.
Loading graphics...
Drawdown Indicators
| FLPSX | DON | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -61.94% | +7.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -13.82% | +1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | -21.46% | +2.70% |
Max Drawdown (10Y)Largest decline over 10 years | -38.16% | -46.80% | +8.64% |
Current DrawdownCurrent decline from peak | -8.81% | -6.50% | -2.31% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -7.95% | +2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 3.66% | -0.63% |
Volatility
FLPSX vs. DON - Volatility Comparison
Fidelity Low-Priced Stock Fund (FLPSX) and WisdomTree US MidCap Dividend ETF (DON) have volatilities of 4.14% and 4.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FLPSX | DON | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 4.16% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 9.55% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.76% | 18.43% | -1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 17.86% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.32% | 20.26% | -2.94% |