FZFLX vs. FZIPX

In the year-to-date period, FZFLX achieves a 0.47% return, which is significantly higher than FZIPX's -1.18% return.

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FZFLX has a 0.05% expense ratio, which is higher than FZIPX'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 SAI Small-Mid Cap 500 Index Fund (FZFLX) and Fidelity ZERO Extended Market Index Fund (FZIPX). 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 FZFLX Sharpe Ratio is 0.01, which is lower than the FZIPX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of FZFLX and FZIPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZFLX's dividend yield for the trailing twelve months is around 1.84%, more than FZIPX's 1.23% yield.

The maximum FZFLX drawdown since its inception was -70.34%, which is greater than FZIPX's maximum drawdown of -42.71%. Use the drawdown chart below to compare losses from any high point for FZFLX and FZIPX. For additional features, visit the drawdowns tool.

Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) and Fidelity ZERO Extended Market Index Fund (FZIPX) have volatilities of 6.33% and 6.12%, 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.