PISHX vs. FDFIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Fidelity Flex 500 Index Fund (FDFIX).
PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019. 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: PISHX or FDFIX.
Correlation
The correlation between PISHX and FDFIX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PISHX vs. FDFIX - Performance Comparison
Key characteristics
PISHX:
2.91
FDFIX:
0.30
PISHX:
3.69
FDFIX:
0.54
PISHX:
1.74
FDFIX:
1.08
PISHX:
2.40
FDFIX:
0.30
PISHX:
13.83
FDFIX:
1.34
PISHX:
0.68%
FDFIX:
4.22%
PISHX:
3.21%
FDFIX:
19.10%
PISHX:
-27.12%
FDFIX:
-33.77%
PISHX:
-2.33%
FDFIX:
-14.10%
Returns By Period
In the year-to-date period, PISHX achieves a -0.36% return, which is significantly higher than FDFIX's -10.12% return.
PISHX
-0.36%
-2.04%
-0.16%
9.12%
5.88%
N/A
FDFIX
-10.12%
-6.93%
-9.61%
7.46%
15.07%
N/A
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PISHX vs. FDFIX - Expense Ratio Comparison
PISHX has a 0.00% expense ratio, which is lower than FDFIX's 0.00% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PISHX vs. FDFIX — Risk-Adjusted Performance Rank
PISHX
FDFIX
PISHX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) 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
PISHX vs. FDFIX - Dividend Comparison
PISHX's dividend yield for the trailing twelve months is around 6.16%, more than FDFIX's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 6.16% | 5.89% | 5.92% | 5.87% | 4.66% | 4.59% | 3.76% | 0.00% | 0.00% |
FDFIX Fidelity Flex 500 Index Fund | 1.10% | 1.26% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% |
Drawdowns
PISHX vs. FDFIX - Drawdown Comparison
The maximum PISHX drawdown since its inception was -27.12%, smaller than the maximum FDFIX drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for PISHX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
PISHX vs. FDFIX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) is 2.30%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 13.73%. This indicates that PISHX 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.