FSRNX vs. FZIPX

In the year-to-date period, FSRNX achieves a 0.99% return, which is significantly higher than FZIPX's -1.18% return.

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FSRNX has a 0.07% expense ratio, which is higher than FZIPX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Index Fund (FSRNX) and Fidelity ZERO Extended Market Index Fund (FZIPX). 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.

The current FSRNX Sharpe Ratio is 0.51, which is higher than the FZIPX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of FSRNX and FZIPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSRNX's dividend yield for the trailing twelve months is around 2.83%, more than FZIPX's 1.23% yield.

The maximum FSRNX drawdown since its inception was -44.26%, roughly equal to the maximum FZIPX drawdown of -42.71%. Use the drawdown chart below to compare losses from any high point for FSRNX and FZIPX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Real Estate Index Fund (FSRNX) is 4.53%, while Fidelity ZERO Extended Market Index Fund (FZIPX) has a volatility of 6.12%. This indicates that FSRNX experiences smaller price fluctuations and is considered to be less risky than FZIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.