FNILX vs. SPYD

In the year-to-date period, FNILX achieves a 1.91% return, which is significantly higher than SPYD's 0.94% return.

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FNILX has a 0.00% expense ratio, which is lower than SPYD's 0.07% 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 SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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 0.73, which is comparable to the SPYD Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of FNILX and SPYD, 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 1.07%, less than SPYD's 4.42% yield.

The maximum FNILX drawdown since its inception was -33.75%, smaller than the maximum SPYD drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for FNILX and SPYD. For additional features, visit the drawdowns tool.

Fidelity ZERO Large Cap Index Fund (FNILX) has a higher volatility of 5.53% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 4.22%. This indicates that FNILX's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.