SSAQX vs. FELC

In the year-to-date period, SSAQX achieves a -0.01% return, which is significantly lower than FELC's 0.36% return.

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SSAQX has a 0.16% expense ratio, which is lower than FELC's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for State Street U.S. Core Equity Fund (SSAQX) and Fidelity Enhanced Large Cap Core ETF (FELC). 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.

The current SSAQX Sharpe Ratio is 0.32, which is lower than the FELC Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of SSAQX and FELC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SSAQX's dividend yield for the trailing twelve months is around 19.63%, more than FELC's 1.04% yield.

The maximum SSAQX drawdown since its inception was -51.68%, which is greater than FELC's maximum drawdown of -18.59%. Use the drawdown chart below to compare losses from any high point for SSAQX and FELC.

State Street U.S. Core Equity Fund (SSAQX) and Fidelity Enhanced Large Cap Core ETF (FELC) have volatilities of 4.77% and 4.63%, 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.