FXAIX vs. FTEC

In the year-to-date period, FXAIX achieves a -3.38% return, which is significantly higher than FTEC's -8.00% return. Over the past 10 years, FXAIX has underperformed FTEC with an annualized return of 12.44%, while FTEC has yielded a comparatively higher 19.08% annualized return.

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FXAIX has a 0.02% expense ratio, which is lower than FTEC's 0.08% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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 0.52, which is higher than the FTEC Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of FXAIX and FTEC, 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 1.32%, more than FTEC's 0.53% yield.

The maximum FXAIX drawdown since its inception was -33.79%, roughly equal to the maximum FTEC drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for FXAIX and FTEC. For additional features, visit the drawdowns tool.

The current volatility for Fidelity 500 Index Fund (FXAIX) is 6.81%, while Fidelity MSCI Information Technology Index ETF (FTEC) has a volatility of 9.48%. This indicates that FXAIX experiences smaller price fluctuations and is considered to be less risky than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.