FPKFX vs. SPY
Compare and contrast key facts about Fidelity Puritan K6 Fund (FPKFX) and SPDR S&P 500 ETF (SPY).
FPKFX is managed by Fidelity. It was launched on Jun 14, 2019. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPKFX or SPY.
Correlation
The correlation between FPKFX and SPY 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. SPY - Performance Comparison
Key characteristics
FPKFX:
1.58
SPY:
1.88
FPKFX:
2.22
SPY:
2.53
FPKFX:
1.29
SPY:
1.35
FPKFX:
2.43
SPY:
2.83
FPKFX:
9.36
SPY:
11.74
FPKFX:
1.83%
SPY:
2.02%
FPKFX:
10.79%
SPY:
12.64%
FPKFX:
-24.46%
SPY:
-55.19%
FPKFX:
-1.01%
SPY:
-0.42%
Returns By Period
In the year-to-date period, FPKFX achieves a 2.97% return, which is significantly lower than SPY's 4.15% return.
FPKFX
2.97%
-0.24%
7.70%
17.89%
10.88%
N/A
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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FPKFX vs. SPY - Expense Ratio Comparison
FPKFX has a 0.32% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FPKFX vs. SPY — Risk-Adjusted Performance Rank
FPKFX
SPY
FPKFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
FPKFX's dividend yield for the trailing twelve months is around 1.89%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | 1.89% | 1.94% | 1.67% | 1.62% | 1.11% | 1.04% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FPKFX vs. SPY - Drawdown Comparison
The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FPKFX and SPY. For additional features, visit the drawdowns tool.
Volatility
FPKFX vs. SPY - Volatility Comparison
Fidelity Puritan K6 Fund (FPKFX) has a higher volatility of 3.19% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that FPKFX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.