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.
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
Key characteristics
FPKFX:
1.93
VOO:
2.25
FPKFX:
2.69
VOO:
2.98
FPKFX:
1.36
VOO:
1.42
FPKFX:
2.85
VOO:
3.31
FPKFX:
11.66
VOO:
14.77
FPKFX:
1.72%
VOO:
1.90%
FPKFX:
10.39%
VOO:
12.46%
FPKFX:
-24.46%
VOO:
-33.99%
FPKFX:
-3.33%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FPKFX achieves a 18.70% return, which is significantly lower than VOO's 26.02% return.
FPKFX
18.70%
-0.49%
5.23%
19.21%
11.19%
N/A
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 1.43%, more than VOO's 0.91% 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 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 3.13%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. 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.