SPY1.DE vs. FXAIX
Compare and contrast key facts about SPDR S&P 500 Low Volatility UCITS ETF (SPY1.DE) and Fidelity 500 Index Fund (FXAIX).
SPY1.DE is a passively managed fund by State Street that tracks the performance of the S&P 500 Low Volatility. It was launched on Oct 3, 2012. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPY1.DE or FXAIX.
Correlation
The correlation between SPY1.DE and FXAIX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SPY1.DE vs. FXAIX - Performance Comparison
Key characteristics
SPY1.DE:
2.11
FXAIX:
1.75
SPY1.DE:
3.27
FXAIX:
2.36
SPY1.DE:
1.39
FXAIX:
1.32
SPY1.DE:
2.18
FXAIX:
2.66
SPY1.DE:
10.28
FXAIX:
11.02
SPY1.DE:
2.06%
FXAIX:
2.04%
SPY1.DE:
9.98%
FXAIX:
12.89%
SPY1.DE:
-35.30%
FXAIX:
-33.79%
SPY1.DE:
-1.60%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, SPY1.DE achieves a 4.12% return, which is significantly higher than FXAIX's 2.42% return. Over the past 10 years, SPY1.DE has underperformed FXAIX with an annualized return of 9.29%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
SPY1.DE
4.12%
2.20%
12.33%
19.71%
5.95%
9.29%
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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SPY1.DE vs. FXAIX - Expense Ratio Comparison
SPY1.DE has a 0.35% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
SPY1.DE vs. FXAIX — Risk-Adjusted Performance Rank
SPY1.DE
FXAIX
SPY1.DE vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 500 Low Volatility UCITS ETF (SPY1.DE) 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.
Dividends
SPY1.DE vs. FXAIX - Dividend Comparison
SPY1.DE has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY1.DE SPDR S&P 500 Low Volatility UCITS ETF | 0.00% | 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 | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SPY1.DE vs. FXAIX - Drawdown Comparison
The maximum SPY1.DE drawdown since its inception was -35.30%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SPY1.DE and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SPY1.DE vs. FXAIX - Volatility Comparison
The current volatility for SPDR S&P 500 Low Volatility UCITS ETF (SPY1.DE) is 1.50%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.43%. This indicates that SPY1.DE experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.