FTRNX vs. SPY
Compare and contrast key facts about Fidelity Trend Fund (FTRNX) and State Street SPDR S&P 500 ETF (SPY).
FTRNX is managed by Fidelity. It was launched on Jun 16, 1958. 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.
Performance
FTRNX vs. SPY - Performance Comparison
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FTRNX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | -6.17% | 18.77% | 40.43% | 44.39% | -33.66% | 22.86% | 47.01% | 36.12% | -5.48% | 29.09% |
SPY State Street SPDR S&P 500 ETF | -3.65% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, FTRNX achieves a -6.17% return, which is significantly lower than SPY's -3.65% return. Over the past 10 years, FTRNX has outperformed SPY with an annualized return of 16.94%, while SPY has yielded a comparatively lower 14.06% annualized return.
FTRNX
- 1D
- 4.62%
- 1M
- -7.70%
- YTD
- -6.17%
- 6M
- -6.35%
- 1Y
- 26.84%
- 3Y*
- 24.30%
- 5Y*
- 12.88%
- 10Y*
- 16.94%
SPY
- 1D
- 0.75%
- 1M
- -4.28%
- YTD
- -3.65%
- 6M
- -1.42%
- 1Y
- 18.14%
- 3Y*
- 18.48%
- 5Y*
- 11.86%
- 10Y*
- 14.06%
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FTRNX vs. SPY - Expense Ratio Comparison
FTRNX has a 0.73% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FTRNX vs. SPY — Risk / Return Rank
FTRNX
SPY
FTRNX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Trend Fund (FTRNX) and State Street 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.
| FTRNX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.96 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.49 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.53 | +0.35 |
Martin ratioReturn relative to average drawdown | 6.44 | 7.27 | -0.83 |
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
| FTRNX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.96 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.70 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.79 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.56 | -0.02 |
Correlation
The correlation between FTRNX and SPY is 0.90, 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.
Dividends
FTRNX vs. SPY - Dividend Comparison
FTRNX's dividend yield for the trailing twelve months is around 6.85%, more than SPY's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | 6.85% | 8.23% | 15.26% | 4.69% | 5.34% | 7.80% | 4.44% | 9.65% | 8.30% | 8.62% | 5.25% | 6.44% |
SPY State Street SPDR S&P 500 ETF | 1.13% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
FTRNX vs. SPY - Drawdown Comparison
The maximum FTRNX drawdown since its inception was -56.26%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FTRNX and SPY.
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Drawdown Indicators
| FTRNX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.26% | -55.19% | -1.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.92% | -12.05% | -2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -39.05% | -24.50% | -14.55% |
Max Drawdown (10Y)Largest decline over 10 years | -39.05% | -33.72% | -5.33% |
Current DrawdownCurrent decline from peak | -11.00% | -5.53% | -5.47% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -9.09% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 2.54% | +1.82% |
Volatility
FTRNX vs. SPY - Volatility Comparison
Fidelity Trend Fund (FTRNX) has a higher volatility of 8.93% compared to State Street SPDR S&P 500 ETF (SPY) at 5.35%. This indicates that FTRNX'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.
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Volatility by Period
| FTRNX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.93% | 5.35% | +3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 16.06% | 9.50% | +6.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.47% | 19.06% | +7.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.30% | 17.06% | +9.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 17.92% | +5.99% |