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.
Key characteristics
| FPKFX | ITOT | |
|---|---|---|
| YTD Return | 20.74% | 26.74% |
| 1Y Return | 29.18% | 38.99% |
| 3Y Return (Ann) | 6.27% | 8.91% |
| 5Y Return (Ann) | 12.40% | 15.42% |
| Sharpe Ratio | 3.01 | 3.24 |
| Sortino Ratio | 4.21 | 4.29 |
| Omega Ratio | 1.56 | 1.60 |
| Calmar Ratio | 4.05 | 4.83 |
| Martin Ratio | 18.47 | 21.09 |
| Ulcer Index | 1.66% | 1.95% |
| Daily Std Dev | 10.14% | 12.65% |
| Max Drawdown | -24.46% | -55.21% |
| Current Drawdown | -0.06% | 0.00% |
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
In the year-to-date period, FPKFX achieves a 20.74% return, which is significantly lower than ITOT's 26.74% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 3.20%, more than ITOT's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | 3.20% | 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 | 1.20% | 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 -55.21%. 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 2.80%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 4.03%. 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.