Performance
FXAIX vs. FSKAX - Performance Comparison
In the year-to-date period, FXAIX achieves a 19.12% return, which is significantly higher than FSKAX's 17.63% return. Over the past 10 years, FXAIX has outperformed FSKAX with an annualized return of 12.99%, while FSKAX has yielded a comparatively lower 12.28% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
FXAIX
FSKAX
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FXAIX vs. FSKAX - Expense Ratio Comparison
Both FXAIX and FSKAX have an expense ratio of 0.02%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
FXAIX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) 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.
FXAIX vs. FSKAX - Sharpe Ratio Comparison
The current FXAIX Sharpe Ratio is 2.17, which roughly equals the FSKAX Sharpe Ratio of 2.04. The chart below compares the 12-month rolling Sharpe Ratio of FXAIX and FSKAX.
FXAIX
FSKAX
Dividends
FXAIX vs. FSKAX - Dividend Comparison
FXAIX's dividend yield for the trailing twelve months is around 1.25%, more than FSKAX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
FSKAX Fidelity Total Market Index Fund | 1.23% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.33% | 2.43% | 2.49% | 1.63% | 1.54% |
Drawdowns
FXAIX vs. FSKAX - Drawdown Comparison
The maximum FXAIX drawdown since its inception was -33.79%, roughly equal to the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FXAIX and FSKAX. For additional features, visit the drawdowns tool.
FXAIX
FSKAX
Volatility
FXAIX vs. FSKAX - Volatility Comparison
Fidelity 500 Index Fund (FXAIX) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 4.37% and 4.51%, 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.
FXAIX
FSKAX
