FPUKX vs. VOO
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Vanguard S&P 500 ETF (VOO).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. 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: FPUKX or VOO.
Correlation
The correlation between FPUKX and VOO is 0.94, 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
FPUKX vs. VOO - Performance Comparison
Key characteristics
FPUKX:
-0.39
VOO:
0.32
FPUKX:
-0.41
VOO:
0.57
FPUKX:
0.94
VOO:
1.08
FPUKX:
-0.28
VOO:
0.32
FPUKX:
-1.05
VOO:
1.42
FPUKX:
5.76%
VOO:
4.19%
FPUKX:
15.52%
VOO:
18.73%
FPUKX:
-37.25%
VOO:
-33.99%
FPUKX:
-18.83%
VOO:
-13.85%
Returns By Period
In the year-to-date period, FPUKX achieves a -8.22% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, FPUKX has underperformed VOO with an annualized return of 2.49%, while VOO has yielded a comparatively higher 11.66% annualized return.
FPUKX
-8.22%
-5.52%
-9.40%
-5.34%
2.40%
2.49%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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FPUKX vs. VOO - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FPUKX vs. VOO — Risk-Adjusted Performance Rank
FPUKX
VOO
FPUKX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) 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
FPUKX vs. VOO - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 1.54%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 1.54% | 1.81% | 1.78% | 1.70% | 1.09% | 1.17% | 1.61% | 1.93% | 1.42% | 1.86% | 8.08% | 9.90% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FPUKX vs. VOO - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.25%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FPUKX and VOO. For additional features, visit the drawdowns tool.
Volatility
FPUKX vs. VOO - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 8.70%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that FPUKX 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.