FXAIX vs. FSKAX

In the year-to-date period, FXAIX achieves a 0.61% return, which is significantly higher than FSKAX's 0.27% return. Over the past 10 years, FXAIX has outperformed FSKAX with an annualized return of 12.57%, while FSKAX has yielded a comparatively lower 11.81% annualized return.

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Both FXAIX and FSKAX have an expense ratio of 0.02%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) and Fidelity Total Market Index Fund (FSKAX). 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 FXAIX Sharpe Ratio is 0.70, which is comparable to the FSKAX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of FXAIX and FSKAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FXAIX's dividend yield for the trailing twelve months is around 1.26%, more than FSKAX's 1.09% yield.

The maximum FXAIX drawdown since its inception was -33.79%, roughly equal to the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FXAIX and FSKAX. For additional features, visit the drawdowns tool.

Fidelity 500 Index Fund (FXAIX) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 6.15% and 6.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.