SJM vs. FENY
Compare and contrast key facts about The J. M. Smucker Company (SJM) and Fidelity MSCI Energy Index ETF (FENY).
FENY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Energy Index. It was launched on Oct 21, 2013.
Performance
SJM vs. FENY - Performance Comparison
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SJM vs. FENY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SJM The J. M. Smucker Company | -0.41% | -7.56% | -9.61% | -17.79% | 20.06% | 21.05% | 14.50% | 14.90% | -22.58% | -0.49% |
FENY Fidelity MSCI Energy Index ETF | 38.13% | 7.27% | 6.62% | -0.04% | 62.94% | 55.62% | -33.15% | 9.11% | -19.99% | -2.30% |
Returns By Period
In the year-to-date period, SJM achieves a -0.41% return, which is significantly lower than FENY's 38.13% return. Over the past 10 years, SJM has underperformed FENY with an annualized return of -0.11%, while FENY has yielded a comparatively higher 11.01% annualized return.
SJM
- 1D
- 1.33%
- 1M
- -16.83%
- YTD
- -0.41%
- 6M
- -9.40%
- 1Y
- -15.27%
- 3Y*
- -11.89%
- 5Y*
- -2.02%
- 10Y*
- -0.11%
FENY
- 1D
- -1.13%
- 1M
- 10.37%
- YTD
- 38.13%
- 6M
- 39.46%
- 1Y
- 37.23%
- 3Y*
- 18.44%
- 5Y*
- 24.19%
- 10Y*
- 11.01%
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Return for Risk
SJM vs. FENY — Risk / Return Rank
SJM
FENY
SJM vs. FENY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The J. M. Smucker Company (SJM) and Fidelity MSCI Energy Index ETF (FENY). 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.
| SJM | FENY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.51 | 1.50 | -2.01 |
Sortino ratioReturn per unit of downside risk | -0.52 | 1.91 | -2.43 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.29 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | -0.70 | 2.03 | -2.73 |
Martin ratioReturn relative to average drawdown | -1.43 | 5.81 | -7.24 |
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
| SJM | FENY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.51 | 1.50 | -2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.92 | -1.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.00 | 0.37 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.21 | +0.09 |
Correlation
The correlation between SJM and FENY is 0.16, 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.
Dividends
SJM vs. FENY - Dividend Comparison
SJM's dividend yield for the trailing twelve months is around 4.54%, more than FENY's 2.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJM The J. M. Smucker Company | 4.54% | 4.46% | 3.89% | 3.29% | 2.54% | 2.78% | 3.08% | 3.32% | 3.49% | 2.46% | 2.22% | 2.12% |
FENY Fidelity MSCI Energy Index ETF | 2.31% | 3.18% | 3.05% | 3.33% | 3.33% | 3.69% | 4.60% | 6.43% | 3.21% | 2.94% | 2.29% | 3.05% |
Drawdowns
SJM vs. FENY - Drawdown Comparison
The maximum SJM drawdown since its inception was -45.67%, smaller than the maximum FENY drawdown of -74.35%. Use the drawdown chart below to compare losses from any high point for SJM and FENY.
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Drawdown Indicators
| SJM | FENY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.67% | -74.35% | +28.68% |
Max Drawdown (1Y)Largest decline over 1 year | -19.57% | -19.11% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -36.66% | -26.64% | -10.02% |
Max Drawdown (10Y)Largest decline over 10 years | -36.71% | -69.07% | +32.36% |
Current DrawdownCurrent decline from peak | -33.34% | -2.21% | -31.13% |
Average DrawdownAverage peak-to-trough decline | -13.37% | -23.35% | +9.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.61% | 6.66% | +2.95% |
Volatility
SJM vs. FENY - Volatility Comparison
The J. M. Smucker Company (SJM) has a higher volatility of 5.42% compared to Fidelity MSCI Energy Index ETF (FENY) at 4.97%. This indicates that SJM's price experiences larger fluctuations and is considered to be riskier than FENY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SJM | FENY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 4.97% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 18.25% | 13.84% | +4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.95% | 25.03% | +4.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.60% | 26.56% | -2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.24% | 29.70% | -5.46% |