FXAIX vs. IVV

The year-to-date returns for both stocks are quite close, with FXAIX having a 0.61% return and IVV slightly lower at 0.58%. Both investments have delivered pretty close results over the past 10 years, with FXAIX having a 12.57% annualized return and IVV not far ahead at 12.73%.

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FXAIX has a 0.02% expense ratio, which is lower than IVV's 0.03% 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 iShares Core S&P 500 ETF (IVV). 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 IVV Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of FXAIX and IVV, 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%, less than IVV's 1.31% yield.

The maximum FXAIX drawdown since its inception was -33.79%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FXAIX and IVV. For additional features, visit the drawdowns tool.

Fidelity 500 Index Fund (FXAIX) and iShares Core S&P 500 ETF (IVV) have volatilities of 6.15% and 6.18%, 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.