FSKAX vs. FSPGX
Compare and contrast key facts about Fidelity Total Market Index Fund (FSKAX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FSKAX is managed by Fidelity. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSKAX or FSPGX.
Key characteristics
| FSKAX | FSPGX | |
|---|---|---|
| YTD Return | 25.32% | 31.29% |
| 1Y Return | 34.17% | 38.95% |
| 3Y Return (Ann) | 8.48% | 10.26% |
| 5Y Return (Ann) | 14.96% | 19.66% |
| Sharpe Ratio | 2.75 | 2.34 |
| Sortino Ratio | 3.66 | 3.03 |
| Omega Ratio | 1.51 | 1.43 |
| Calmar Ratio | 4.00 | 2.96 |
| Martin Ratio | 17.54 | 11.64 |
| Ulcer Index | 1.96% | 3.34% |
| Daily Std Dev | 12.54% | 16.65% |
| Max Drawdown | -35.01% | -32.66% |
| Current Drawdown | -1.12% | -0.69% |
Correlation
The correlation between FSKAX and FSPGX is 0.93, 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
FSKAX vs. FSPGX - Performance Comparison
In the year-to-date period, FSKAX achieves a 25.32% return, which is significantly lower than FSPGX's 31.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSKAX vs. FSPGX - Expense Ratio Comparison
FSKAX has a 0.02% expense ratio, which is lower than FSPGX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FSKAX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Market Index Fund (FSKAX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
FSKAX vs. FSPGX - Dividend Comparison
FSKAX's dividend yield for the trailing twelve months is around 1.15%, more than FSPGX's 0.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSKAX Fidelity Total Market Index Fund | 1.15% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% | 1.54% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.42% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSKAX vs. FSPGX - Drawdown Comparison
The maximum FSKAX drawdown since its inception was -35.01%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FSKAX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FSKAX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Total Market Index Fund (FSKAX) is 4.02%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 4.98%. This indicates that FSKAX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.