FXAIX vs. FZROX

The year-to-date returns for both stocks are quite close, with FXAIX having a 25.57% return and FZROX slightly lower at 24.97%.

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FXAIX has a 0.02% expense ratio, which is higher than FZROX's 0.00% expense ratio. However, 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 ZERO Total Market Index Fund (FZROX). 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 2.20, which is comparable to the FZROX Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of FXAIX and FZROX, 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 0.88%, less than FZROX's 1.17% yield.

The maximum FXAIX drawdown since its inception was -33.79%, roughly equal to the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FXAIX and FZROX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity 500 Index Fund (FXAIX) is 3.70%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.03%. This indicates that FXAIX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.