FXAIX vs. FZROX

In the year-to-date period, FXAIX achieves a 2.10% return, which is significantly higher than FZROX's 1.47% return.

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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 0.73, which is comparable to the FZROX Sharpe Ratio of 0.68. 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 1.54%, more than FZROX's 1.14% 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.

Fidelity 500 Index Fund (FXAIX) and Fidelity ZERO Total Market Index Fund (FZROX) have volatilities of 5.42% and 5.62%, 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.