SOPIX vs. FXAIX
Compare and contrast key facts about ProFunds Short NASDAQ-100 Fund (SOPIX) and Fidelity 500 Index Fund (FXAIX).
SOPIX is managed by ProFunds. It was launched on Apr 30, 2002. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOPIX or FXAIX.
Correlation
The correlation between SOPIX and FXAIX is 0.95, 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.
Performance
SOPIX vs. FXAIX - Performance Comparison
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Key characteristics
SOPIX:
14.69%
FXAIX:
19.49%
SOPIX:
-1.34%
FXAIX:
-33.79%
SOPIX:
-1.34%
FXAIX:
-7.61%
Returns By Period
SOPIX
N/A
N/A
N/A
N/A
N/A
N/A
FXAIX
-3.33%
5.66%
-4.96%
9.84%
16.37%
12.15%
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SOPIX vs. FXAIX - Expense Ratio Comparison
SOPIX has a 1.78% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
SOPIX vs. FXAIX — Risk-Adjusted Performance Rank
SOPIX
FXAIX
SOPIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Short NASDAQ-100 Fund (SOPIX) 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.
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Dividends
SOPIX vs. FXAIX - Dividend Comparison
SOPIX's dividend yield for the trailing twelve months is around 10.12%, more than FXAIX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPIX ProFunds Short NASDAQ-100 Fund | 10.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.31% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SOPIX vs. FXAIX - Drawdown Comparison
The maximum SOPIX drawdown since its inception was -1.34%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SOPIX and FXAIX. For additional features, visit the drawdowns tool.
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Volatility
SOPIX vs. FXAIX - Volatility Comparison
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