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.
Performance
FPKFX vs. ITOT - Performance Comparison
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FPKFX vs. ITOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | -1.56% | 11.37% | 18.95% | 20.29% | -17.11% | 19.10% | 20.22% | 9.41% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | -3.31% | 17.00% | 23.80% | 26.12% | -19.47% | 25.68% | 20.71% | 12.40% |
Returns By Period
In the year-to-date period, FPKFX achieves a -1.56% return, which is significantly higher than ITOT's -3.31% return.
FPKFX
- 1D
- 2.47%
- 1M
- -4.17%
- YTD
- -1.56%
- 6M
- 0.42%
- 1Y
- 13.71%
- 3Y*
- 14.16%
- 5Y*
- 7.99%
- 10Y*
- —
ITOT
- 1D
- 0.72%
- 1M
- -4.34%
- YTD
- -3.31%
- 6M
- -1.32%
- 1Y
- 18.51%
- 3Y*
- 18.11%
- 5Y*
- 10.62%
- 10Y*
- 13.65%
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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.
Return for Risk
FPKFX vs. ITOT — Risk / Return Rank
FPKFX
ITOT
FPKFX vs. ITOT - Risk-Adjusted Trends 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.
| FPKFX | ITOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.00 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.52 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.53 | -0.02 |
Martin ratioReturn relative to average drawdown | 6.41 | 7.25 | -0.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FPKFX | ITOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.00 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.61 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.54 | +0.23 |
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.
Dividends
FPKFX vs. ITOT - Dividend Comparison
FPKFX's dividend yield for the trailing twelve months is around 4.26%, more than ITOT's 1.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | 4.26% | 4.19% | 3.83% | 1.67% | 1.62% | 4.34% | 1.40% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.12% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
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.
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Drawdown Indicators
| FPKFX | ITOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -55.20% | +30.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.65% | -12.34% | +3.69% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -25.36% | +3.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -5.19% | -5.51% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -7.02% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.61% | -0.56% |
Volatility
FPKFX vs. ITOT - Volatility Comparison
The current volatility for Fidelity Puritan K6 Fund (FPKFX) is 4.85%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 5.49%. 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.
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Volatility by Period
| FPKFX | ITOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 5.49% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 8.09% | 9.78% | -1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.06% | 18.68% | -5.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.63% | 17.36% | -4.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.39% | 18.25% | -3.86% |