FPFD vs. FFIDX
Compare and contrast key facts about Fidelity Preferred Securities & Income ETF (FPFD) and Fidelity Fund (FFIDX).
FPFD is an actively managed fund by Fidelity. It was launched on Jun 15, 2021. FFIDX is managed by Fidelity. It was launched on Apr 30, 1930.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPFD or FFIDX.
Correlation
The correlation between FPFD and FFIDX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FPFD vs. FFIDX - Performance Comparison
Key characteristics
FPFD:
2.28
FFIDX:
1.98
FPFD:
3.31
FFIDX:
2.61
FPFD:
1.43
FFIDX:
1.37
FPFD:
0.95
FFIDX:
2.71
FPFD:
10.15
FFIDX:
10.78
FPFD:
0.89%
FFIDX:
2.82%
FPFD:
3.95%
FFIDX:
15.32%
FPFD:
-20.83%
FFIDX:
-55.18%
FPFD:
-2.37%
FFIDX:
-3.39%
Returns By Period
In the year-to-date period, FPFD achieves a 8.78% return, which is significantly lower than FFIDX's 28.63% return.
FPFD
8.78%
-0.43%
3.05%
8.82%
N/A
N/A
FFIDX
28.63%
0.38%
5.25%
29.01%
16.21%
13.59%
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FPFD vs. FFIDX - Expense Ratio Comparison
FPFD has a 0.59% expense ratio, which is higher than FFIDX's 0.45% expense ratio.
Risk-Adjusted Performance
FPFD vs. FFIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Preferred Securities & Income ETF (FPFD) and Fidelity Fund (FFIDX). 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
FPFD vs. FFIDX - Dividend Comparison
FPFD's dividend yield for the trailing twelve months is around 4.71%, while FFIDX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPFD Fidelity Preferred Securities & Income ETF | 4.71% | 5.09% | 5.22% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FFIDX Fidelity Fund | 0.00% | 0.66% | 0.67% | 0.26% | 0.75% | 0.83% | 1.08% | 1.00% | 1.06% | 5.15% | 12.31% | 8.52% |
Drawdowns
FPFD vs. FFIDX - Drawdown Comparison
The maximum FPFD drawdown since its inception was -20.83%, smaller than the maximum FFIDX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for FPFD and FFIDX. For additional features, visit the drawdowns tool.
Volatility
FPFD vs. FFIDX - Volatility Comparison
The current volatility for Fidelity Preferred Securities & Income ETF (FPFD) is 1.24%, while Fidelity Fund (FFIDX) has a volatility of 4.37%. This indicates that FPFD experiences smaller price fluctuations and is considered to be less risky than FFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.