FPURX vs. SPY
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPURX or SPY.
Correlation
The correlation between FPURX and SPY is 0.90, 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
FPURX vs. SPY - Performance Comparison
Key characteristics
FPURX:
0.92
SPY:
2.20
FPURX:
1.19
SPY:
2.91
FPURX:
1.19
SPY:
1.41
FPURX:
0.62
SPY:
3.35
FPURX:
3.34
SPY:
13.99
FPURX:
3.46%
SPY:
2.01%
FPURX:
12.62%
SPY:
12.79%
FPURX:
-33.59%
SPY:
-55.19%
FPURX:
-9.75%
SPY:
-1.35%
Returns By Period
In the year-to-date period, FPURX achieves a 2.29% return, which is significantly higher than SPY's 1.96% return. Over the past 10 years, FPURX has underperformed SPY with an annualized return of 4.00%, while SPY has yielded a comparatively higher 13.29% annualized return.
FPURX
2.29%
1.64%
-2.12%
9.96%
3.15%
4.00%
SPY
1.96%
1.09%
8.43%
25.46%
14.30%
13.29%
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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.
Risk-Adjusted Performance
FPURX vs. SPY — Risk-Adjusted Performance Rank
FPURX
SPY
FPURX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and 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.
Dividends
FPURX vs. SPY - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 1.71%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | 1.71% | 1.75% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 9.35% | 10.58% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FPURX vs. SPY - Drawdown Comparison
The maximum FPURX drawdown since its inception was -33.59%, 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. For additional features, visit the drawdowns tool.
Volatility
FPURX vs. SPY - Volatility Comparison
The current volatility for Fidelity Puritan Fund (FPURX) is 4.08%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. 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.