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
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Key characteristics
FPUKX:
-0.24
VOO:
0.52
FPUKX:
-0.19
VOO:
0.89
FPUKX:
0.97
VOO:
1.13
FPUKX:
-0.16
VOO:
0.57
FPUKX:
-0.53
VOO:
2.18
FPUKX:
6.41%
VOO:
4.85%
FPUKX:
15.47%
VOO:
19.11%
FPUKX:
-37.26%
VOO:
-33.99%
FPUKX:
-14.63%
VOO:
-7.67%
Returns By Period
The year-to-date returns for both investments are quite close, with FPUKX having a -3.47% return and VOO slightly higher at -3.41%. Over the past 10 years, FPUKX has underperformed VOO with an annualized return of 3.09%, while VOO has yielded a comparatively higher 12.42% annualized return.
FPUKX
-3.47%
5.21%
-6.23%
-3.60%
3.00%
3.09%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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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.
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Dividends
FPUKX vs. VOO - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 1.92%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 1.92% | 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 | 1.34% | 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 -37.26%, 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.
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Volatility
FPUKX vs. VOO - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 4.28%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. 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.
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