IFPUX vs. FLCPX
Compare and contrast key facts about Independent Franchise Part Equity Fund (IFPUX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX).
IFPUX is managed by Independent Franchise Partners. It was launched on Dec 20, 2011. FLCPX is managed by Fidelity. It was launched on Feb 2, 2016.
Performance
IFPUX vs. FLCPX - Performance Comparison
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IFPUX vs. FLCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IFPUX Independent Franchise Part Equity Fund | -9.57% | 28.47% | 21.80% | 21.19% | -10.77% | 16.17% | 19.09% | 35.20% | -7.11% | 15.64% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | -7.05% | 17.84% | 25.08% | 26.25% | -18.06% | 28.61% | 18.24% | 31.59% | -4.38% | 21.74% |
Returns By Period
In the year-to-date period, IFPUX achieves a -9.57% return, which is significantly lower than FLCPX's -7.05% return. Over the past 10 years, IFPUX has underperformed FLCPX with an annualized return of 12.61%, while FLCPX has yielded a comparatively higher 13.75% annualized return.
IFPUX
- 1D
- 1.23%
- 1M
- -8.23%
- YTD
- -9.57%
- 6M
- -5.73%
- 1Y
- 7.17%
- 3Y*
- 16.45%
- 5Y*
- 10.43%
- 10Y*
- 12.61%
FLCPX
- 1D
- -0.39%
- 1M
- -7.70%
- YTD
- -7.05%
- 6M
- -4.58%
- 1Y
- 14.45%
- 3Y*
- 17.20%
- 5Y*
- 11.42%
- 10Y*
- 13.75%
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IFPUX vs. FLCPX - Expense Ratio Comparison
IFPUX has a 0.68% expense ratio, which is higher than FLCPX's 0.02% expense ratio.
Return for Risk
IFPUX vs. FLCPX — Risk / Return Rank
IFPUX
FLCPX
IFPUX vs. FLCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Independent Franchise Part Equity Fund (IFPUX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX). 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.
| IFPUX | FLCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.84 | -0.29 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.30 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.00 | -0.42 |
Martin ratioReturn relative to average drawdown | 1.91 | 4.86 | -2.95 |
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
| IFPUX | FLCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.84 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.67 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.76 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.82 | -0.07 |
Correlation
The correlation between IFPUX and FLCPX is 0.79, 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
IFPUX vs. FLCPX - Dividend Comparison
IFPUX's dividend yield for the trailing twelve months is around 10.85%, more than FLCPX's 0.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
IFPUX Independent Franchise Part Equity Fund | 10.85% | 9.81% | 20.93% | 8.24% | 16.77% | 5.50% | 12.63% | 11.08% | 8.13% | 1.35% | 3.74% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 0.60% | 0.56% | 6.11% | 7.05% | 11.23% | 10.38% | 3.93% | 1.74% | 2.18% | 1.57% | 0.76% |
Drawdowns
IFPUX vs. FLCPX - Drawdown Comparison
The maximum IFPUX drawdown since its inception was -27.73%, smaller than the maximum FLCPX drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for IFPUX and FLCPX.
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Drawdown Indicators
| IFPUX | FLCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.73% | -33.87% | +6.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -12.14% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -24.40% | +2.92% |
Max Drawdown (10Y)Largest decline over 10 years | -27.73% | -33.87% | +6.14% |
Current DrawdownCurrent decline from peak | -11.08% | -8.89% | -2.19% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -4.24% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 2.56% | +1.11% |
Volatility
IFPUX vs. FLCPX - Volatility Comparison
The current volatility for Independent Franchise Part Equity Fund (IFPUX) is 3.42%, while Fidelity SAI U.S. Large Cap Index Fund (FLCPX) has a volatility of 4.24%. This indicates that IFPUX experiences smaller price fluctuations and is considered to be less risky than FLCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IFPUX | FLCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 4.24% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 9.09% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 18.14% | -3.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 17.03% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 18.12% | -1.05% |