FPKFX vs. VOO
Compare and contrast key facts about Fidelity Puritan K6 Fund (FPKFX) and Vanguard S&P 500 ETF (VOO).
FPKFX is managed by Fidelity. It was launched on Jun 14, 2019. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPKFX or VOO.
Key characteristics
FPKFX | VOO | |
---|---|---|
YTD Return | 15.58% | 19.30% |
1Y Return | 23.57% | 28.36% |
3Y Return (Ann) | 6.52% | 10.06% |
5Y Return (Ann) | 11.82% | 15.26% |
Sharpe Ratio | 2.21 | 2.26 |
Daily Std Dev | 10.66% | 12.63% |
Max Drawdown | -24.46% | -33.99% |
Current Drawdown | -0.12% | -0.28% |
Correlation
The correlation between FPKFX and VOO 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. VOO - Performance Comparison
In the year-to-date period, FPKFX achieves a 15.58% return, which is significantly lower than VOO's 19.30% 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. VOO - Expense Ratio Comparison
FPKFX has a 0.32% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FPKFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FPKFX's dividend yield for the trailing twelve months is around 1.66%, more than VOO's 1.28% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Puritan K6 Fund | 1.66% | 1.67% | 1.62% | 4.34% | 1.40% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FPKFX vs. VOO - Drawdown Comparison
The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FPKFX and VOO. For additional features, visit the drawdowns tool.
Volatility
FPKFX vs. VOO - Volatility Comparison
The current volatility for Fidelity Puritan K6 Fund (FPKFX) is 3.06%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.92%. This indicates that FPKFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.