FSDIX vs. FSRRX
Compare and contrast key facts about Fidelity Strategic Dividend & Income Fund (FSDIX) and Fidelity Strategic Real Return Fund (FSRRX).
FSDIX is managed by Fidelity. It was launched on Dec 23, 2003. FSRRX is managed by Fidelity. It was launched on Sep 7, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSDIX or FSRRX.
Correlation
The correlation between FSDIX and FSRRX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSDIX vs. FSRRX - Performance Comparison
Key characteristics
FSDIX:
0.42
FSRRX:
0.92
FSDIX:
0.65
FSRRX:
1.24
FSDIX:
1.09
FSRRX:
1.18
FSDIX:
0.35
FSRRX:
1.00
FSDIX:
1.19
FSRRX:
4.66
FSDIX:
4.29%
FSRRX:
1.25%
FSDIX:
12.35%
FSRRX:
6.36%
FSDIX:
-58.56%
FSRRX:
-37.85%
FSDIX:
-8.54%
FSRRX:
-1.75%
Returns By Period
In the year-to-date period, FSDIX achieves a -0.87% return, which is significantly lower than FSRRX's 1.64% return. Over the past 10 years, FSDIX has outperformed FSRRX with an annualized return of 3.90%, while FSRRX has yielded a comparatively lower 3.13% annualized return.
FSDIX
-0.87%
-2.72%
-5.66%
5.32%
6.61%
3.90%
FSRRX
1.64%
-1.30%
0.49%
5.82%
8.20%
3.13%
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FSDIX vs. FSRRX - Expense Ratio Comparison
FSDIX has a 0.68% expense ratio, which is lower than FSRRX's 0.70% expense ratio.
Risk-Adjusted Performance
FSDIX vs. FSRRX — Risk-Adjusted Performance Rank
FSDIX
FSRRX
FSDIX vs. FSRRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Dividend & Income Fund (FSDIX) and Fidelity Strategic Real Return Fund (FSRRX). 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
FSDIX vs. FSRRX - Dividend Comparison
FSDIX's dividend yield for the trailing twelve months is around 2.65%, less than FSRRX's 4.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDIX Fidelity Strategic Dividend & Income Fund | 2.65% | 2.57% | 2.81% | 2.65% | 2.23% | 2.65% | 2.17% | 3.36% | 2.71% | 2.78% | 4.39% | 9.15% |
FSRRX Fidelity Strategic Real Return Fund | 4.77% | 4.82% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 9.39% | 2.61% | 2.34% | 1.63% | 2.53% |
Drawdowns
FSDIX vs. FSRRX - Drawdown Comparison
The maximum FSDIX drawdown since its inception was -58.56%, which is greater than FSRRX's maximum drawdown of -37.85%. Use the drawdown chart below to compare losses from any high point for FSDIX and FSRRX. For additional features, visit the drawdowns tool.
Volatility
FSDIX vs. FSRRX - Volatility Comparison
Fidelity Strategic Dividend & Income Fund (FSDIX) has a higher volatility of 8.73% compared to Fidelity Strategic Real Return Fund (FSRRX) at 4.39%. This indicates that FSDIX's price experiences larger fluctuations and is considered to be riskier than FSRRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.