WMLIX vs. FSKAX
Compare and contrast key facts about Wilmington Large-Cap Strategy Fund (WMLIX) and Fidelity Total Market Index Fund (FSKAX).
WMLIX is managed by Wilmington Funds. It was launched on Jul 1, 2003. FSKAX is managed by Fidelity.
Performance
WMLIX vs. FSKAX - Performance Comparison
Loading graphics...
WMLIX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMLIX Wilmington Large-Cap Strategy Fund | -6.95% | 17.02% | 24.27% | 26.23% | -18.93% | 26.26% | 20.95% | 36.37% | -4.93% | 21.98% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
The year-to-date returns for both investments are quite close, with WMLIX having a -6.95% return and FSKAX slightly higher at -6.77%. Over the past 10 years, WMLIX has outperformed FSKAX with an annualized return of 13.97%, while FSKAX has yielded a comparatively lower 13.23% annualized return.
WMLIX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -6.95%
- 6M
- -4.77%
- 1Y
- 14.12%
- 3Y*
- 16.76%
- 5Y*
- 10.54%
- 10Y*
- 13.97%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WMLIX vs. FSKAX - Expense Ratio Comparison
WMLIX has a 0.25% expense ratio, which is higher than FSKAX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
WMLIX vs. FSKAX — Risk / Return Rank
WMLIX
FSKAX
WMLIX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilmington Large-Cap Strategy Fund (WMLIX) and Fidelity Total Market Index Fund (FSKAX). 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.
| WMLIX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.83 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.29 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.04 | -0.03 |
Martin ratioReturn relative to average drawdown | 4.90 | 5.05 | -0.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WMLIX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.83 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.59 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.72 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.78 | -0.23 |
Correlation
The correlation between WMLIX and FSKAX is 1.00, 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.
Dividends
WMLIX vs. FSKAX - Dividend Comparison
WMLIX's dividend yield for the trailing twelve months is around 13.13%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMLIX Wilmington Large-Cap Strategy Fund | 13.13% | 12.22% | 7.56% | 6.47% | 12.73% | 5.47% | 9.13% | 9.34% | 6.57% | 1.55% | 1.81% | 8.28% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
WMLIX vs. FSKAX - Drawdown Comparison
The maximum WMLIX drawdown since its inception was -55.02%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for WMLIX and FSKAX.
Loading graphics...
Drawdown Indicators
| WMLIX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.02% | -35.01% | -20.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.30% | -12.42% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.01% | -25.39% | +0.38% |
Max Drawdown (10Y)Largest decline over 10 years | -34.27% | -35.01% | +0.74% |
Current DrawdownCurrent decline from peak | -8.84% | -8.92% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -7.45% | -4.05% | -3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.57% | -0.04% |
Volatility
WMLIX vs. FSKAX - Volatility Comparison
Wilmington Large-Cap Strategy Fund (WMLIX) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 4.28% and 4.42%, 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.
Loading graphics...
Volatility by Period
| WMLIX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.42% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 9.40% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.26% | 18.50% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.19% | 17.38% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.33% | 18.42% | -0.09% |