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.
Performance
FSDIX vs. FSRRX - Performance Comparison
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FSDIX vs. FSRRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSDIX Fidelity Strategic Dividend & Income Fund | 3.35% | 6.52% | 11.52% | 9.45% | -9.84% | 19.03% | 11.23% | 22.50% | -4.33% | 11.23% |
FSRRX Fidelity Strategic Real Return Fund | 5.76% | 10.45% | 5.84% | 4.59% | -3.34% | 15.84% | 3.74% | 10.48% | -3.99% | 3.00% |
Returns By Period
In the year-to-date period, FSDIX achieves a 3.35% return, which is significantly lower than FSRRX's 5.76% return. Over the past 10 years, FSDIX has outperformed FSRRX with an annualized return of 8.58%, while FSRRX has yielded a comparatively lower 5.75% annualized return.
FSDIX
- 1D
- -0.27%
- 1M
- -5.65%
- YTD
- 3.35%
- 6M
- -0.38%
- 1Y
- 8.54%
- 3Y*
- 9.57%
- 5Y*
- 6.48%
- 10Y*
- 8.58%
FSRRX
- 1D
- 0.21%
- 1M
- -0.53%
- YTD
- 5.76%
- 6M
- 8.09%
- 1Y
- 13.17%
- 3Y*
- 8.68%
- 5Y*
- 6.94%
- 10Y*
- 5.75%
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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.
Return for Risk
FSDIX vs. FSRRX — Risk / Return Rank
FSDIX
FSRRX
FSDIX vs. FSRRX - Risk-Adjusted Trends 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.
| FSDIX | FSRRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 2.14 | -1.44 |
Sortino ratioReturn per unit of downside risk | 0.96 | 2.77 | -1.81 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.45 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 2.32 | -1.47 |
Martin ratioReturn relative to average drawdown | 3.41 | 12.34 | -8.93 |
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
| FSDIX | FSRRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 2.14 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 1.01 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.86 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.58 | -0.07 |
Correlation
The correlation between FSDIX and FSRRX is 0.63, 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.
Dividends
FSDIX vs. FSRRX - Dividend Comparison
FSDIX's dividend yield for the trailing twelve months is around 1.74%, less than FSRRX's 4.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDIX Fidelity Strategic Dividend & Income Fund | 1.74% | 1.80% | 5.27% | 5.71% | 4.23% | 8.43% | 5.67% | 6.68% | 8.19% | 6.57% | 4.92% | 6.38% |
FSRRX Fidelity Strategic Real Return Fund | 4.43% | 4.68% | 4.82% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 9.39% | 1.57% | 2.34% | 1.75% |
Drawdowns
FSDIX vs. FSRRX - Drawdown Comparison
The maximum FSDIX drawdown since its inception was -58.92%, which is greater than FSRRX's maximum drawdown of -33.42%. Use the drawdown chart below to compare losses from any high point for FSDIX and FSRRX.
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Drawdown Indicators
| FSDIX | FSRRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.92% | -33.42% | -25.50% |
Max Drawdown (1Y)Largest decline over 1 year | -9.50% | -5.80% | -3.70% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -12.78% | -4.30% |
Max Drawdown (10Y)Largest decline over 10 years | -29.99% | -19.93% | -10.06% |
Current DrawdownCurrent decline from peak | -5.75% | -0.74% | -5.01% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -4.25% | -2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 1.09% | +1.26% |
Volatility
FSDIX vs. FSRRX - Volatility Comparison
Fidelity Strategic Dividend & Income Fund (FSDIX) has a higher volatility of 3.31% compared to Fidelity Strategic Real Return Fund (FSRRX) at 1.68%. 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.
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Volatility by Period
| FSDIX | FSRRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 1.68% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 3.87% | +4.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.16% | 6.32% | +6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.23% | 6.91% | +4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.55% | 6.73% | +5.82% |