FUQIX vs. SPGP

In the year-to-date period, FUQIX achieves a -1.64% return, which is significantly higher than SPGP's -5.04% return.

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FUQIX has a 0.10% expense ratio, which is lower than SPGP's 0.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Quality Index Fund (FUQIX) and Invesco S&P 500 GARP ETF (SPGP). 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 FUQIX Sharpe Ratio is -0.02, which is higher than the SPGP Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of FUQIX and SPGP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FUQIX's dividend yield for the trailing twelve months is around 1.09%, less than SPGP's 1.54% yield.

The maximum FUQIX drawdown since its inception was -31.19%, smaller than the maximum SPGP drawdown of -42.08%. Use the drawdown chart below to compare losses from any high point for FUQIX and SPGP. For additional features, visit the drawdowns tool.

The current volatility for Fidelity SAI U.S. Quality Index Fund (FUQIX) is 6.43%, while Invesco S&P 500 GARP ETF (SPGP) has a volatility of 7.62%. This indicates that FUQIX experiences smaller price fluctuations and is considered to be less risky than SPGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.