Correlation
The correlation between SNPG and FITLX is 0.93, 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.
SNPG vs. FITLX
Compare and contrast key facts about Xtrackers S&P 500 Growth ESG ETF (SNPG) and Fidelity US Sustainability Index Fund (FITLX).
SNPG is a passively managed fund by Xtrackers that tracks the performance of the S&P 500 Growth ESG Index. It was launched on Nov 8, 2022. FITLX is managed by Fidelity. It was launched on May 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNPG or FITLX.
Performance
SNPG vs. FITLX - Performance Comparison
Loading data...
Key characteristics
SNPG:
0.67
FITLX:
0.62
SNPG:
0.97
FITLX:
0.87
SNPG:
1.13
FITLX:
1.12
SNPG:
0.63
FITLX:
0.54
SNPG:
2.15
FITLX:
1.87
SNPG:
6.32%
FITLX:
5.74%
SNPG:
23.39%
FITLX:
20.66%
SNPG:
-21.69%
FITLX:
-34.35%
SNPG:
-4.36%
FITLX:
-3.53%
Returns By Period
In the year-to-date period, SNPG achieves a 0.15% return, which is significantly lower than FITLX's 1.00% return.
SNPG
0.15%
7.30%
-0.73%
15.48%
N/A
N/A
N/A
FITLX
1.00%
7.95%
-1.97%
12.64%
14.55%
15.71%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SNPG vs. FITLX - Expense Ratio Comparison
SNPG has a 0.15% expense ratio, which is higher than FITLX's 0.11% expense ratio. However, 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
SNPG vs. FITLX — Risk-Adjusted Performance Rank
SNPG
FITLX
SNPG vs. FITLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Growth ESG ETF (SNPG) and Fidelity US Sustainability Index Fund (FITLX). 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.
Loading data...
Dividends
SNPG vs. FITLX - Dividend Comparison
SNPG's dividend yield for the trailing twelve months is around 0.53%, less than FITLX's 1.28% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|
SNPG Xtrackers S&P 500 Growth ESG ETF | 0.53% | 0.57% | 0.95% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FITLX Fidelity US Sustainability Index Fund | 1.28% | 1.29% | 1.12% | 1.49% | 0.99% | 1.01% | 1.41% | 1.58% | 0.76% |
Drawdowns
SNPG vs. FITLX - Drawdown Comparison
The maximum SNPG drawdown since its inception was -21.69%, smaller than the maximum FITLX drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for SNPG and FITLX.
Loading data...
Volatility
SNPG vs. FITLX - Volatility Comparison
Xtrackers S&P 500 Growth ESG ETF (SNPG) and Fidelity US Sustainability Index Fund (FITLX) have volatilities of 5.11% and 4.96%, 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.
Loading data...