FTQGX vs. SPY
Compare and contrast key facts about Fidelity Focused Stock Fund (FTQGX) and SPDR S&P 500 ETF (SPY).
FTQGX is managed by Fidelity. It was launched on Nov 12, 1996. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTQGX or SPY.
Correlation
The correlation between FTQGX and SPY is 0.89, 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
FTQGX vs. SPY - Performance Comparison
Key characteristics
FTQGX:
1.34
SPY:
2.20
FTQGX:
1.79
SPY:
2.91
FTQGX:
1.25
SPY:
1.41
FTQGX:
1.30
SPY:
3.35
FTQGX:
5.87
SPY:
13.99
FTQGX:
5.04%
SPY:
2.01%
FTQGX:
22.08%
SPY:
12.79%
FTQGX:
-61.00%
SPY:
-55.19%
FTQGX:
-10.10%
SPY:
-1.35%
Returns By Period
In the year-to-date period, FTQGX achieves a 4.36% return, which is significantly higher than SPY's 1.96% return. Over the past 10 years, FTQGX has underperformed SPY with an annualized return of 8.82%, while SPY has yielded a comparatively higher 13.44% annualized return.
FTQGX
4.36%
4.08%
1.95%
26.43%
8.11%
8.82%
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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FTQGX vs. SPY - Expense Ratio Comparison
FTQGX has a 0.86% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FTQGX vs. SPY — Risk-Adjusted Performance Rank
FTQGX
SPY
FTQGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Focused Stock Fund (FTQGX) and SPDR S&P 500 ETF (SPY). 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
FTQGX vs. SPY - Dividend Comparison
FTQGX's dividend yield for the trailing twelve months is around 0.35%, less than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTQGX Fidelity Focused Stock Fund | 0.35% | 0.36% | 0.61% | 0.85% | 0.00% | 0.02% | 0.08% | 0.13% | 0.45% | 0.56% | 6.16% | 10.44% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FTQGX vs. SPY - Drawdown Comparison
The maximum FTQGX drawdown since its inception was -61.00%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FTQGX and SPY. For additional features, visit the drawdowns tool.
Volatility
FTQGX vs. SPY - Volatility Comparison
Fidelity Focused Stock Fund (FTQGX) has a higher volatility of 7.01% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that FTQGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.