NANR vs. FXAIX
Compare and contrast key facts about SPDR S&P North American Natural Resources ETF (NANR) and Fidelity 500 Index Fund (FXAIX).
NANR is a passively managed fund by State Street that tracks the performance of the S&P BMI North American Natural Resources Index. It was launched on Dec 15, 2015. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988. Both NANR and FXAIX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
NANR vs. FXAIX - Performance Comparison
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NANR vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NANR SPDR S&P North American Natural Resources ETF | 23.68% | 35.35% | 2.31% | -3.23% | 26.49% | 36.43% | 1.03% | 18.99% | -16.77% | 8.03% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, NANR achieves a 23.68% return, which is significantly higher than FXAIX's -4.34% return. Both investments have delivered pretty close results over the past 10 years, with NANR having a 14.17% annualized return and FXAIX not far behind at 14.08%.
NANR
- 1D
- -0.13%
- 1M
- -2.66%
- YTD
- 23.68%
- 6M
- 30.97%
- 1Y
- 53.36%
- 3Y*
- 18.77%
- 5Y*
- 19.18%
- 10Y*
- 14.17%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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NANR vs. FXAIX - Expense Ratio Comparison
NANR has a 0.35% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
NANR vs. FXAIX — Risk / Return Rank
NANR
FXAIX
NANR vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P North American Natural Resources ETF (NANR) and Fidelity 500 Index Fund (FXAIX). 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.
| NANR | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.33 | 0.97 | +1.35 |
Sortino ratioReturn per unit of downside risk | 2.85 | 1.49 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.23 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 3.35 | 1.52 | +1.83 |
Martin ratioReturn relative to average drawdown | 15.72 | 7.30 | +8.42 |
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
| NANR | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.33 | 0.97 | +1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.70 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.78 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.76 | -0.13 |
Correlation
The correlation between NANR and FXAIX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NANR vs. FXAIX - Dividend Comparison
NANR's dividend yield for the trailing twelve months is around 1.43%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NANR SPDR S&P North American Natural Resources ETF | 1.43% | 1.77% | 2.20% | 2.78% | 2.70% | 2.61% | 2.73% | 2.02% | 1.95% | 1.83% | 5.01% | 0.01% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
NANR vs. FXAIX - Drawdown Comparison
The maximum NANR drawdown since its inception was -49.15%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for NANR and FXAIX.
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Drawdown Indicators
| NANR | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.15% | -33.79% | -15.36% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | -12.13% | -4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -26.42% | -24.50% | -1.92% |
Max Drawdown (10Y)Largest decline over 10 years | -49.15% | -33.79% | -15.36% |
Current DrawdownCurrent decline from peak | -2.66% | -6.23% | +3.57% |
Average DrawdownAverage peak-to-trough decline | -8.48% | -3.83% | -4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 2.53% | +0.91% |
Volatility
NANR vs. FXAIX - Volatility Comparison
SPDR S&P North American Natural Resources ETF (NANR) and Fidelity 500 Index Fund (FXAIX) have volatilities of 5.37% and 5.34%, 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.
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Volatility by Period
| NANR | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 5.34% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 15.56% | 9.53% | +6.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 18.32% | +4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.10% | 16.92% | +6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.74% | 18.05% | +5.69% |