KNGLX vs. FDFIX
Compare and contrast key facts about CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) and Fidelity Flex 500 Index Fund (FDFIX).
KNGLX is managed by CBOE Vest. It was launched on Sep 10, 2017. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KNGLX or FDFIX.
Correlation
The correlation between KNGLX and FDFIX 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.
Performance
KNGLX vs. FDFIX - Performance Comparison
Key characteristics
KNGLX:
-0.15
FDFIX:
1.90
KNGLX:
-0.12
FDFIX:
2.56
KNGLX:
0.98
FDFIX:
1.35
KNGLX:
-0.10
FDFIX:
2.88
KNGLX:
-0.34
FDFIX:
11.93
KNGLX:
5.12%
FDFIX:
2.04%
KNGLX:
12.01%
FDFIX:
12.82%
KNGLX:
-35.70%
FDFIX:
-33.77%
KNGLX:
-13.90%
FDFIX:
0.00%
Returns By Period
In the year-to-date period, KNGLX achieves a 1.87% return, which is significantly lower than FDFIX's 4.38% return.
KNGLX
1.87%
0.42%
-5.16%
-2.39%
1.47%
N/A
FDFIX
4.38%
2.34%
10.25%
24.13%
14.51%
N/A
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KNGLX vs. FDFIX - Expense Ratio Comparison
KNGLX has a 1.20% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
KNGLX vs. FDFIX — Risk-Adjusted Performance Rank
KNGLX
FDFIX
KNGLX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) and Fidelity Flex 500 Index Fund (FDFIX). 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.
Dividends
KNGLX vs. FDFIX - Dividend Comparison
KNGLX's dividend yield for the trailing twelve months is around 1.08%, less than FDFIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund | 1.08% | 1.17% | 1.32% | 1.15% | 1.14% | 1.28% | 1.20% | 1.49% | 0.19% |
FDFIX Fidelity Flex 500 Index Fund | 1.20% | 1.26% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% |
Drawdowns
KNGLX vs. FDFIX - Drawdown Comparison
The maximum KNGLX drawdown since its inception was -35.70%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for KNGLX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
KNGLX vs. FDFIX - Volatility Comparison
The current volatility for CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) is 3.00%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 3.20%. This indicates that KNGLX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.