FNILX vs. BKLC

In the year-to-date period, FNILX achieves a 0.57% return, which is significantly lower than BKLC's 0.61% return.

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FNILX has a 0.00% expense ratio, which is lower than BKLC's 0.00% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity ZERO Large Cap Index Fund (FNILX) and BNY Mellon US Large Cap Core Equity ETF (BKLC). 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.

The current FNILX Sharpe Ratio is 0.75, which is comparable to the BKLC Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of FNILX and BKLC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNILX's dividend yield for the trailing twelve months is around 1.08%, less than BKLC's 1.22% yield.

The maximum FNILX drawdown since its inception was -33.75%, which is greater than BKLC's maximum drawdown of -26.14%. Use the drawdown chart below to compare losses from any high point for FNILX and BKLC. For additional features, visit the drawdowns tool.

Fidelity ZERO Large Cap Index Fund (FNILX) and BNY Mellon US Large Cap Core Equity ETF (BKLC) have volatilities of 6.20% and 6.31%, 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.