FXAIX vs. PUTW
Compare and contrast key facts about Fidelity 500 Index Fund (FXAIX) and WisdomTree Equity Premium Income Fund (PUTW).
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. PUTW is a passively managed fund by WisdomTree that tracks the performance of the Volos U.S. Large Cap Target 2.5% PutWrite Index. It was launched on Feb 24, 2016. Both FXAIX and PUTW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
FXAIX vs. PUTW - Performance Comparison
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FXAIX vs. PUTW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
PUTW WisdomTree Equity Premium Income Fund | -1.66% | 14.45% | 17.18% | 15.53% | -10.11% | 20.94% | 1.65% | 13.55% | -7.16% | 10.09% |
Returns By Period
In the year-to-date period, FXAIX achieves a -4.34% return, which is significantly lower than PUTW's -1.66% return. Over the past 10 years, FXAIX has outperformed PUTW with an annualized return of 14.08%, while PUTW has yielded a comparatively lower 7.80% annualized return.
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
PUTW
- 1D
- 0.00%
- 1M
- -3.10%
- YTD
- -1.66%
- 6M
- 1.81%
- 1Y
- 15.49%
- 3Y*
- 13.04%
- 5Y*
- 9.37%
- 10Y*
- 7.80%
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FXAIX vs. PUTW - Expense Ratio Comparison
FXAIX has a 0.02% expense ratio, which is lower than PUTW's 0.44% expense ratio.
Return for Risk
FXAIX vs. PUTW — Risk / Return Rank
FXAIX
PUTW
FXAIX vs. PUTW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) and WisdomTree Equity Premium Income Fund (PUTW). 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 | PUTW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.09 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.63 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.58 | -0.06 |
Martin ratioReturn relative to average drawdown | 7.30 | 8.35 | -1.06 |
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 | PUTW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.09 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.77 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.59 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.61 | +0.15 |
Correlation
The correlation between FXAIX and PUTW is 0.80, 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. PUTW - Dividend Comparison
FXAIX's dividend yield for the trailing twelve months is around 1.16%, less than PUTW's 12.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
PUTW WisdomTree Equity Premium Income Fund | 12.37% | 13.18% | 11.99% | 8.94% | 3.27% | 0.00% | 1.43% | 1.47% | 6.46% | 3.52% | 2.27% | 0.00% |
Drawdowns
FXAIX vs. PUTW - Drawdown Comparison
The maximum FXAIX drawdown since its inception was -33.79%, which is greater than PUTW's maximum drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for FXAIX and PUTW.
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Drawdown Indicators
| FXAIX | PUTW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.79% | -28.40% | -5.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -9.90% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -16.56% | -7.94% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -28.40% | -5.39% |
Current DrawdownCurrent decline from peak | -6.23% | -4.73% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -3.48% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 1.87% | +0.66% |
Volatility
FXAIX vs. PUTW - Volatility Comparison
Fidelity 500 Index Fund (FXAIX) has a higher volatility of 5.34% compared to WisdomTree Equity Premium Income Fund (PUTW) at 4.76%. This indicates that FXAIX's price experiences larger fluctuations and is considered to be riskier than PUTW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FXAIX | PUTW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.76% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 7.82% | +1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 14.33% | +3.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 12.21% | +4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 13.23% | +4.82% |