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:
1.93
ITOT:
2.10
FPKFX:
2.69
ITOT:
2.79
FPKFX:
1.36
ITOT:
1.39
FPKFX:
2.85
ITOT:
3.18
FPKFX:
11.66
ITOT:
13.43
FPKFX:
1.72%
ITOT:
2.01%
FPKFX:
10.39%
ITOT:
12.87%
FPKFX:
-24.46%
ITOT:
-55.20%
FPKFX:
-3.33%
ITOT:
-3.03%
Returns By Period
In the year-to-date period, FPKFX achieves a 18.70% return, which is significantly lower than ITOT's 24.93% return.
FPKFX
18.70%
-0.49%
5.23%
19.21%
11.19%
N/A
ITOT
24.93%
0.06%
10.15%
25.61%
14.09%
12.59%
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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 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 1.43%, more than ITOT's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | 1.43% | 1.67% | 1.62% | 1.11% | 1.04% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.22% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% | 2.06% |
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 3.13%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 4.07%. 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.