FPURX vs. SPY
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and State Street SPDR S&P 500 ETF (SPY).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
FPURX vs. SPY - Performance Comparison
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FPURX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | -3.53% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, FPURX achieves a -3.53% return, which is significantly higher than SPY's -4.37% return. Over the past 10 years, FPURX has underperformed SPY with an annualized return of 10.27%, while SPY has yielded a comparatively higher 13.98% annualized return.
FPURX
- 1D
- -0.28%
- 1M
- -6.44%
- YTD
- -3.53%
- 6M
- -0.94%
- 1Y
- 12.60%
- 3Y*
- 13.60%
- 5Y*
- 7.81%
- 10Y*
- 10.27%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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FPURX vs. SPY - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FPURX vs. SPY — Risk / Return Rank
FPURX
SPY
FPURX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and State Street SPDR S&P 500 ETF (SPY). 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.
| FPURX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.93 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.45 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.53 | -0.16 |
Martin ratioReturn relative to average drawdown | 5.87 | 7.30 | -1.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FPURX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.93 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.69 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.78 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.56 | +0.15 |
Correlation
The correlation between FPURX and SPY is 0.92, 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
FPURX vs. SPY - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 7.08%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | 7.08% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
FPURX vs. SPY - Drawdown Comparison
The maximum FPURX drawdown since its inception was -31.76%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FPURX and SPY.
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Drawdown Indicators
| FPURX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -55.19% | +23.43% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -12.05% | +3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -22.53% | -24.50% | +1.97% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -33.72% | +9.79% |
Current DrawdownCurrent decline from peak | -7.24% | -6.24% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -4.66% | -9.09% | +4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.52% | -0.55% |
Volatility
FPURX vs. SPY - Volatility Comparison
The current volatility for Fidelity Puritan Fund (FPURX) is 3.89%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. This indicates that FPURX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPURX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 5.31% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 9.47% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.46% | 19.05% | -6.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 17.06% | -3.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.03% | 17.92% | -4.89% |