FPKFX vs. ITOT
Compare and contrast key facts about Fidelity Puritan K6 Fund (FPKFX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
FPKFX is managed by Fidelity. It was launched on Jun 14, 2019. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPKFX or ITOT.
Correlation
The correlation between FPKFX and ITOT is 0.95, 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.
Performance
FPKFX vs. ITOT - Performance Comparison
Key characteristics
FPKFX:
0.19
ITOT:
0.27
FPKFX:
0.36
ITOT:
0.51
FPKFX:
1.05
ITOT:
1.07
FPKFX:
0.18
ITOT:
0.27
FPKFX:
0.74
ITOT:
1.18
FPKFX:
3.71%
ITOT:
4.43%
FPKFX:
14.33%
ITOT:
19.33%
FPKFX:
-24.46%
ITOT:
-55.20%
FPKFX:
-12.01%
ITOT:
-14.46%
Returns By Period
In the year-to-date period, FPKFX achieves a -8.47% return, which is significantly higher than ITOT's -10.48% return.
FPKFX
-8.47%
-5.61%
-8.39%
3.51%
10.14%
N/A
ITOT
-10.48%
-7.13%
-9.84%
6.08%
14.25%
11.01%
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FPKFX vs. ITOT - Expense Ratio Comparison
FPKFX has a 0.32% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
FPKFX vs. ITOT — Risk-Adjusted Performance Rank
FPKFX
ITOT
FPKFX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
FPKFX vs. ITOT - Dividend Comparison
FPKFX's dividend yield for the trailing twelve months is around 1.49%, more than ITOT's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | 1.49% | 1.94% | 1.67% | 1.62% | 1.11% | 1.04% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.42% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
FPKFX vs. ITOT - Drawdown Comparison
The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FPKFX and ITOT. For additional features, visit the drawdowns tool.
Volatility
FPKFX vs. ITOT - Volatility Comparison
The current volatility for Fidelity Puritan K6 Fund (FPKFX) is 9.06%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 13.74%. This indicates that FPKFX experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.