FXAIX vs. FSPGX
Compare and contrast key facts about Fidelity 500 Index Fund (FXAIX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988. FSPGX is managed by Fidelity.
Performance
FXAIX vs. FSPGX - Performance Comparison
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FXAIX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 20.80% |
FSPGX Fidelity Large Cap Growth Index Fund | -13.03% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
In the year-to-date period, FXAIX achieves a -7.05% return, which is significantly higher than FSPGX's -13.03% return.
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
FSPGX
- 1D
- -0.45%
- 1M
- -8.63%
- YTD
- -13.03%
- 6M
- -12.06%
- 1Y
- 14.49%
- 3Y*
- 19.68%
- 5Y*
- 11.91%
- 10Y*
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FXAIX vs. FSPGX - Expense Ratio Comparison
FXAIX has a 0.02% expense ratio, which is lower than FSPGX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FXAIX vs. FSPGX — Risk / Return Rank
FXAIX
FSPGX
FXAIX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
| FXAIX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.66 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.10 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.72 | +0.34 |
Martin ratioReturn relative to average drawdown | 5.13 | 2.51 | +2.61 |
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
| FXAIX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.66 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.56 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.78 | -0.03 |
Correlation
The correlation between FXAIX and FSPGX is 0.94, 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
FXAIX vs. FSPGX - Dividend Comparison
FXAIX's dividend yield for the trailing twelve months is around 1.20%, more than FSPGX's 0.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.40% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
FXAIX vs. FSPGX - Drawdown Comparison
The maximum FXAIX drawdown since its inception was -33.79%, roughly equal to the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FXAIX and FSPGX.
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Drawdown Indicators
| FXAIX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.79% | -32.66% | -1.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -16.17% | +4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -32.66% | +8.16% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | — | — |
Current DrawdownCurrent decline from peak | -8.89% | -16.17% | +7.28% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -6.43% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 4.63% | -2.13% |
Volatility
FXAIX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity 500 Index Fund (FXAIX) is 4.24%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.33%. This indicates that FXAIX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FXAIX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.33% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 11.79% | -2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 22.32% | -4.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 21.46% | -4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 21.63% | -3.60% |