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 a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
SOPIX vs. FXAIX - Performance Comparison
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SOPIX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOPIX ProFunds Short NASDAQ-100 Fund | 10.52% | -15.80% | -23.82% | -31.85% | 34.73% | -25.69% | -42.92% | -28.29% | -3.07% | -25.24% |
FXAIX Fidelity 500 Index Fund | -7.05% | 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, SOPIX achieves a 10.52% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, SOPIX has underperformed FXAIX with an annualized return of -18.48%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
SOPIX
- 1D
- 0.80%
- 1M
- 8.80%
- YTD
- 10.52%
- 6M
- 8.77%
- 1Y
- -14.65%
- 3Y*
- -16.68%
- 5Y*
- -12.90%
- 10Y*
- -18.48%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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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.
Return for Risk
SOPIX vs. FXAIX — Risk / Return Rank
SOPIX
FXAIX
SOPIX vs. FXAIX - Risk-Adjusted Trends 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.
| SOPIX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.59 | 0.84 | -1.43 |
Sortino ratioReturn per unit of downside risk | -0.69 | 1.30 | -1.99 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.20 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 1.05 | -1.42 |
Martin ratioReturn relative to average drawdown | -0.45 | 5.13 | -5.58 |
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
| SOPIX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.59 | 0.84 | -1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.55 | 0.68 | -1.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.83 | 0.77 | -1.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.77 | 0.75 | -1.52 |
Correlation
The correlation between SOPIX and FXAIX is -0.90. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SOPIX vs. FXAIX - Dividend Comparison
SOPIX's dividend yield for the trailing twelve months is around 1.94%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPIX ProFunds Short NASDAQ-100 Fund | 1.94% | 2.14% | 0.00% | 6.71% | 0.00% | 0.00% | 0.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
SOPIX vs. FXAIX - Drawdown Comparison
The maximum SOPIX drawdown since its inception was -98.92%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SOPIX and FXAIX.
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Drawdown Indicators
| SOPIX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.92% | -33.79% | -65.13% |
Max Drawdown (1Y)Largest decline over 1 year | -33.92% | -12.13% | -21.79% |
Max Drawdown (5Y)Largest decline over 5 years | -59.43% | -24.50% | -34.93% |
Max Drawdown (10Y)Largest decline over 10 years | -89.41% | -33.79% | -55.62% |
Current DrawdownCurrent decline from peak | -98.76% | -8.89% | -89.87% |
Average DrawdownAverage peak-to-trough decline | -75.96% | -3.83% | -72.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.20% | 2.50% | +24.70% |
Volatility
SOPIX vs. FXAIX - Volatility Comparison
ProFunds Short NASDAQ-100 Fund (SOPIX) has a higher volatility of 5.28% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that SOPIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOPIX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.28% | 4.24% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 9.08% | +3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.87% | 18.13% | +6.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.36% | 16.88% | +6.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 18.03% | +4.39% |