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:
0.24
VOO:
1.48
FPUKX:
0.38
VOO:
2.01
FPUKX:
1.06
VOO:
1.27
FPUKX:
0.20
VOO:
2.21
FPUKX:
0.82
VOO:
9.15
FPUKX:
3.76%
VOO:
2.04%
FPUKX:
12.64%
VOO:
12.65%
FPUKX:
-37.25%
VOO:
-33.99%
FPUKX:
-11.13%
VOO:
-3.06%
Returns By Period
In the year-to-date period, FPUKX achieves a 0.48% return, which is significantly lower than VOO's 1.41% return. Over the past 10 years, FPUKX has underperformed VOO with an annualized return of 3.50%, while VOO has yielded a comparatively higher 12.99% annualized return.
FPUKX
0.48%
-3.26%
-4.85%
3.12%
4.11%
3.50%
VOO
1.41%
-2.25%
6.55%
19.03%
16.72%
12.99%
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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 1.80%, more than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 1.80% | 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 | 1.23% | 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
Fidelity Puritan Fund Class K (FPUKX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.39% and 3.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.