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.
Performance
FPUKX vs. VOO - Performance Comparison
Loading graphics...
FPUKX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | -1.23% | 12.31% | 19.03% | 20.26% | -17.26% | 18.99% | 20.70% | 21.40% | -4.15% | 18.37% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FPUKX achieves a -1.23% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, FPUKX has underperformed VOO with an annualized return of 10.61%, while VOO has yielded a comparatively higher 14.14% annualized return.
FPUKX
- 1D
- 2.39%
- 1M
- -4.03%
- YTD
- -1.23%
- 6M
- 1.27%
- 1Y
- 14.86%
- 3Y*
- 14.58%
- 5Y*
- 8.13%
- 10Y*
- 10.61%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FPUKX vs. VOO - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FPUKX vs. VOO — Risk / Return Rank
FPUKX
VOO
FPUKX vs. VOO - Risk-Adjusted Trends 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.
| FPUKX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.01 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.53 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.55 | +0.13 |
Martin ratioReturn relative to average drawdown | 7.16 | 7.31 | -0.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FPUKX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.01 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.71 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.79 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.83 | -0.17 |
Correlation
The correlation between FPUKX 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.
Dividends
FPUKX vs. VOO - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 6.99%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 6.99% | 6.91% | 11.37% | 5.42% | 9.47% | 13.20% | 5.17% | 4.38% | 15.38% | 3.84% | 3.82% | 7.60% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FPUKX vs. VOO - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.81%, 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.
Loading graphics...
Drawdown Indicators
| FPUKX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.81% | -33.99% | -3.82% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -11.98% | +3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -24.52% | +2.00% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -33.99% | +10.08% |
Current DrawdownCurrent decline from peak | -5.03% | -5.55% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.72% | -1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.55% | -0.56% |
Volatility
FPUKX vs. VOO - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 4.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. 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.
Loading graphics...
Volatility by Period
| FPUKX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 5.34% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 9.47% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.67% | 18.11% | -5.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 16.82% | -3.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.05% | 17.99% | -4.94% |