LEGR vs. FXIFX
Compare and contrast key facts about First Trust Indxx Innovative Transaction & Process ETF (LEGR) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX).
LEGR is a passively managed fund by First Trust that tracks the performance of the Indxx Blockchain Index. It was launched on Jan 24, 2018. FXIFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
LEGR vs. FXIFX - Performance Comparison
Loading graphics...
LEGR vs. FXIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LEGR First Trust Indxx Innovative Transaction & Process ETF | -2.67% | 30.83% | 16.25% | 22.79% | -19.01% | 17.91% | 18.73% | 27.99% | -14.11% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | -2.61% | 15.89% | 9.50% | 15.10% | -16.55% | 10.84% | 14.34% | 22.07% | -9.67% |
Returns By Period
The year-to-date returns for both investments are quite close, with LEGR having a -2.67% return and FXIFX slightly higher at -2.61%.
LEGR
- 1D
- 2.90%
- 1M
- -5.47%
- YTD
- -2.67%
- 6M
- 3.46%
- 1Y
- 20.85%
- 3Y*
- 18.46%
- 5Y*
- 9.89%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LEGR vs. FXIFX - Expense Ratio Comparison
LEGR has a 0.65% expense ratio, which is higher than FXIFX's 0.12% expense ratio.
Return for Risk
LEGR vs. FXIFX — Risk / Return Rank
LEGR
FXIFX
LEGR vs. FXIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx Innovative Transaction & Process ETF (LEGR) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). 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.
| LEGR | FXIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.20 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.72 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.50 | +0.18 |
Martin ratioReturn relative to average drawdown | 6.89 | 6.72 | +0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LEGR | FXIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.20 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.51 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.70 | -0.18 |
Correlation
The correlation between LEGR and FXIFX is 0.87, 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
LEGR vs. FXIFX - Dividend Comparison
LEGR's dividend yield for the trailing twelve months is around 1.92%, less than FXIFX's 3.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEGR First Trust Indxx Innovative Transaction & Process ETF | 1.92% | 1.84% | 2.40% | 2.56% | 2.64% | 1.80% | 0.95% | 2.04% | 1.30% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
LEGR vs. FXIFX - Drawdown Comparison
The maximum LEGR drawdown since its inception was -36.12%, which is greater than FXIFX's maximum drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for LEGR and FXIFX.
Loading graphics...
Drawdown Indicators
| LEGR | FXIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.12% | -23.90% | -12.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.58% | -7.46% | -5.12% |
Max Drawdown (5Y)Largest decline over 5 years | -31.45% | -23.28% | -8.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.90% | — |
Current DrawdownCurrent decline from peak | -7.62% | -6.30% | -1.32% |
Average DrawdownAverage peak-to-trough decline | -6.72% | -3.63% | -3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 1.67% | +1.41% |
Volatility
LEGR vs. FXIFX - Volatility Comparison
First Trust Indxx Innovative Transaction & Process ETF (LEGR) has a higher volatility of 6.49% compared to Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) at 3.54%. This indicates that LEGR's price experiences larger fluctuations and is considered to be riskier than FXIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LEGR | FXIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 3.54% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.59% | 5.85% | +4.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.57% | 10.09% | +6.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 10.28% | +6.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.39% | 11.21% | +9.18% |