WFSPX vs. FSPGX

In the year-to-date period, WFSPX achieves a 1.91% return, which is significantly higher than FSPGX's 0.23% return.

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WFSPX has a 0.03% expense ratio, which is lower than FSPGX's 0.04% 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 iShares S&P 500 Index Fund (WFSPX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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 WFSPX Sharpe Ratio is 0.72, which is comparable to the FSPGX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of WFSPX and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WFSPX's dividend yield for the trailing twelve months is around 1.21%, more than FSPGX's 0.37% yield.

The maximum WFSPX drawdown since its inception was -89.72%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for WFSPX and FSPGX. For additional features, visit the drawdowns tool.

The current volatility for iShares S&P 500 Index Fund (WFSPX) is 5.47%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.88%. This indicates that WFSPX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.