IVV vs. FCNTX
Compare and contrast key facts about iShares Core S&P 500 ETF (IVV) and Fidelity Contrafund Fund (FCNTX).
IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Performance
IVV vs. FCNTX - Performance Comparison
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IVV vs. FCNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | -3.67% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
FCNTX Fidelity Contrafund Fund | -5.35% | 21.76% | 36.00% | 38.67% | -28.31% | 24.52% | 32.48% | 30.00% | -3.81% | 32.18% |
Returns By Period
In the year-to-date period, IVV achieves a -3.67% return, which is significantly higher than FCNTX's -5.35% return. Over the past 10 years, IVV has underperformed FCNTX with an annualized return of 14.11%, while FCNTX has yielded a comparatively higher 16.03% annualized return.
IVV
- 1D
- 0.74%
- 1M
- -4.30%
- YTD
- -3.67%
- 6M
- -1.44%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.92%
- 10Y*
- 14.11%
FCNTX
- 1D
- 3.52%
- 1M
- -5.86%
- YTD
- -5.35%
- 6M
- -2.60%
- 1Y
- 19.23%
- 3Y*
- 24.91%
- 5Y*
- 13.21%
- 10Y*
- 16.03%
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IVV vs. FCNTX - Expense Ratio Comparison
IVV has a 0.03% expense ratio, which is lower than FCNTX's 0.39% expense ratio.
Return for Risk
IVV vs. FCNTX — Risk / Return Rank
IVV
FCNTX
IVV vs. FCNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 ETF (IVV) and Fidelity Contrafund Fund (FCNTX). 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.
| IVV | FCNTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.01 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.56 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.79 | -0.25 |
Martin ratioReturn relative to average drawdown | 7.28 | 6.87 | +0.41 |
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
| IVV | FCNTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.01 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.69 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.82 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.76 | -0.34 |
Correlation
The correlation between IVV and FCNTX is 0.91, 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
IVV vs. FCNTX - Dividend Comparison
IVV's dividend yield for the trailing twelve months is around 1.22%, less than FCNTX's 4.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.22% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
FCNTX Fidelity Contrafund Fund | 4.93% | 5.21% | 4.19% | 3.78% | 11.87% | 10.80% | 8.01% | 4.16% | 7.46% | 6.08% | 3.81% | 5.33% |
Drawdowns
IVV vs. FCNTX - Drawdown Comparison
The maximum IVV drawdown since its inception was -55.25%, which is greater than FCNTX's maximum drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for IVV and FCNTX.
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Drawdown Indicators
| IVV | FCNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -49.19% | -6.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.06% | -11.30% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.53% | -32.59% | +8.06% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -32.59% | -1.31% |
Current DrawdownCurrent decline from peak | -5.57% | -8.18% | +2.61% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -8.18% | -2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.95% | -0.40% |
Volatility
IVV vs. FCNTX - Volatility Comparison
The current volatility for iShares Core S&P 500 ETF (IVV) is 5.34%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 6.51%. This indicates that IVV experiences smaller price fluctuations and is considered to be less risky than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVV | FCNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.51% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 11.12% | -1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 19.95% | -1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 19.19% | -2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 19.64% | -1.61% |