FSPGX vs. FELG
Compare and contrast key facts about Fidelity Large Cap Growth Index Fund (FSPGX) and Fidelity Enhanced Large Cap Growth ETF (FELG).
FSPGX is managed by Fidelity. FELG is an actively managed fund by Fidelity. It was launched on Nov 20, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPGX or FELG.
Correlation
The correlation between FSPGX and FELG is 0.95, 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
FSPGX vs. FELG - Performance Comparison
Loading data...
Key characteristics
FSPGX:
12.83%
FELG:
11.14%
FSPGX:
-0.90%
FELG:
-0.95%
FSPGX:
0.00%
FELG:
-0.18%
Returns By Period
FSPGX
N/A
N/A
N/A
N/A
N/A
N/A
FELG
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSPGX vs. FELG - Expense Ratio Comparison
FSPGX has a 0.04% expense ratio, which is lower than FELG's 0.18% 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
FSPGX vs. FELG — Risk-Adjusted Performance Rank
FSPGX
FELG
FSPGX vs. FELG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Growth Index Fund (FSPGX) and Fidelity Enhanced Large Cap Growth ETF (FELG). 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.
Loading data...
Dividends
FSPGX vs. FELG - Dividend Comparison
FSPGX's dividend yield for the trailing twelve months is around 0.40%, less than FELG's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSPGX Fidelity Large Cap Growth Index Fund | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FELG Fidelity Enhanced Large Cap Growth ETF | 0.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSPGX vs. FELG - Drawdown Comparison
The maximum FSPGX drawdown since its inception was -0.90%, smaller than the maximum FELG drawdown of -0.95%. Use the drawdown chart below to compare losses from any high point for FSPGX and FELG. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FSPGX vs. FELG - Volatility Comparison
Loading data...