FXIFX vs. SPYD
Compare and contrast key facts about Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
FXIFX is managed by Fidelity. It was launched on Oct 2, 2009. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Performance
FXIFX vs. SPYD - Performance Comparison
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FXIFX vs. SPYD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | -2.61% | 15.89% | 9.50% | 15.10% | -16.55% | 10.84% | 14.34% | 22.07% | -5.64% | 18.05% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 6.32% | 4.65% | 15.34% | 3.91% | -1.17% | 32.73% | -11.64% | 21.20% | -4.89% | 12.67% |
Returns By Period
In the year-to-date period, FXIFX achieves a -2.61% return, which is significantly lower than SPYD's 6.32% return. Both investments have delivered pretty close results over the past 10 years, with FXIFX having a 8.19% annualized return and SPYD not far ahead at 8.49%.
FXIFX
- 1D
- 0.14%
- 1M
- -6.14%
- YTD
- -2.61%
- 6M
- -0.52%
- 1Y
- 11.87%
- 3Y*
- 10.36%
- 5Y*
- 5.23%
- 10Y*
- 8.19%
SPYD
- 1D
- 0.91%
- 1M
- -4.18%
- YTD
- 6.32%
- 6M
- 5.84%
- 1Y
- 7.66%
- 3Y*
- 11.19%
- 5Y*
- 7.79%
- 10Y*
- 8.49%
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FXIFX vs. SPYD - Expense Ratio Comparison
FXIFX has a 0.12% expense ratio, which is higher than SPYD's 0.07% 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%.
Return for Risk
FXIFX vs. SPYD — Risk / Return Rank
FXIFX
SPYD
FXIFX vs. SPYD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
| FXIFX | SPYD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.49 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.72 | 0.79 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.10 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.73 | +0.77 |
Martin ratioReturn relative to average drawdown | 6.72 | 2.60 | +4.13 |
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
| FXIFX | SPYD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.49 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.48 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.43 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.45 | +0.24 |
Correlation
The correlation between FXIFX and SPYD is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FXIFX vs. SPYD - Dividend Comparison
FXIFX's dividend yield for the trailing twelve months is around 3.43%, less than SPYD's 4.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | 3.43% | 3.34% | 2.67% | 2.26% | 2.69% | 2.13% | 2.40% | 16.73% | 2.13% | 1.84% | 1.94% | 2.02% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.37% | 4.52% | 4.31% | 4.66% | 5.01% | 3.68% | 4.95% | 4.42% | 4.75% | 4.63% | 4.34% | 1.13% |
Drawdowns
FXIFX vs. SPYD - Drawdown Comparison
The maximum FXIFX drawdown since its inception was -23.90%, smaller than the maximum SPYD drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for FXIFX and SPYD.
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Drawdown Indicators
| FXIFX | SPYD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.90% | -46.42% | +22.52% |
Max Drawdown (1Y)Largest decline over 1 year | -7.46% | -12.35% | +4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -23.28% | -22.25% | -1.03% |
Max Drawdown (10Y)Largest decline over 10 years | -23.90% | -46.42% | +22.52% |
Current DrawdownCurrent decline from peak | -6.30% | -4.34% | -1.96% |
Average DrawdownAverage peak-to-trough decline | -3.63% | -6.24% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 3.46% | -1.79% |
Volatility
FXIFX vs. SPYD - Volatility Comparison
Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) has a higher volatility of 3.54% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 3.08%. This indicates that FXIFX's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FXIFX | SPYD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.08% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 5.85% | 8.62% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.09% | 15.71% | -5.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.28% | 16.25% | -5.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.21% | 19.80% | -8.59% |