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FCPI vs SPY

Comparison between FIDELITY STOCKS FOR INFLATION ETF (FCPI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceFCPI has outperformed SPY, delivering a return of +14.3% compared to +13.0%

FCPI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FCPI
$276M
Winner
SPY
$781B
Expense Ratio
FCPI
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
FCPI
37.71%
SPY
56.47%
Sharpe Ratio
FCPI
1.12
Winner
SPY
1.25
5Y Beta
Winner
FCPI
0.89
SPY
1.00
P/E Ratio
Winner
FCPI
18.54
SPY
28.78
Forward P/E
Winner
FCPI
15.84
SPY
21.23
PEG Ratio
FCPI
0.15
SPY
N/A
5Y Dividends CAGR
FCPI
2.54%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
FCPI
29.70%
SPY
25.62%
Debt to Equity
FCPI
49.26%
Winner
SPY
31.92%
P/S Ratio
Winner
FCPI
3.02
SPY
3.76
P/B Ratio
Winner
FCPI
4.39
SPY
5.64

FCPI vs SPY - Holdings Comparison

FCPI and SPY have 69 common holdings. Overlap is 37.53%

FCPI's top 25 holdings weight is 63.52%. SPY's top 25 holdings weight is 51.74%.

RankFCPISPY
#1
NVIDIA CORP (NVDA) - 5.86%
NVIDIA CORP (NVDA) - 7.89%
#2
APPLE INC (AAPL) - 5.65%
APPLE INC (AAPL) - 7.37%
#3
MICROSOFT CORP (MSFT) - 3.63%
MICROSOFT CORP (MSFT) - 4.50%
#4
TECHNIPFMC PLC (FTI) - 3.03%
AMAZON.COM INC (AMZN) - 3.82%
#5
APA CORP (APA) - 3.01%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
NEWMONT CORP (NEM) - 2.84%
BROADCOM INC (AVGO) - 2.86%
#7
ALPHABET INC CLASS A (GOOGL) - 2.83%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ANGLOGOLD ASHANTI PLC (AU) - 2.77%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
SIMON PROPERTY GROUP INC (SPG) - 2.47%
TESLA INC (TSLA) - 1.70%
#10
n/a (n/a) - 2.40%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
BROADCOM INC (AVGO) - 2.23%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
MAPLEBEAR INC (CART) - 2.22%
ELI LILLY AND CO (LLY) - 1.40%
#13
CNX RESOURCES CORP (CNX) - 2.21%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
MONSTER BEVERAGE CORP (MNST) - 2.21%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
JOHNSON & JOHNSON (JNJ) - 2.21%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ALTRIA GROUP INC (MO) - 2.14%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
NRG ENERGY INC (NRG) - 2.08%
VISA INC CLASS A (V) - 0.90%
#18
NATIONAL FUEL GAS CO (NFG) - 2.04%
WALMART INC (WMT) - 0.76%
#19
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.97%
INTEL CORP (INTC) - 0.75%
#20
COLGATE-PALMOLIVE CO (CL) - 1.88%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
MERCK & CO INC (MRK) - 1.73%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
MICRON TECHNOLOGY INC (MU) - 1.71%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ROYALTY PHARMA PLC CLASS A (RPRX) - 1.56%
ABBVIE INC (ABBV) - 0.66%
#24
DOLLAR GENERAL CORP (DG) - 1.43%
CATERPILLAR INC (CAT) - 0.65%
#25
ADVANCED MICRO DEVICES INC (AMD) - 1.41%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings102505

FCPI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FCPI
+0.08%
Winner
SPY
+0.52%
3M
FCPI
+4.68%
Winner
SPY
+6.55%
6M
FCPI
+9.50%
Winner
SPY
+9.76%
1Y
FCPI
+18.57%
Winner
SPY
+20.32%
5Y(CAGR)
Winner
FCPI
+14.29%
SPY
+13.01%
10Y(CAGR)
FCPI
N/A
SPY
+15.06%
Max(CAGR)
Winner
FCPI
+14.54%
SPY
+8.50%

FCPI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFCPISPY
2026+10.23%+10.11%
2025+15.44%+18.00%
2024+25.29%+25.59%
2023+16.77%+26.72%
2022-7.67%-18.64%
2021+35.59%+30.52%
2020+2.01%+17.28%
2019+4.43%+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FCPI vs SPY Drawdown Comparison

The maximum drawdown for FCPI was -37.24%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FCPI drawdown is -0.66%. The current SPY drawdown is -1.24%.

RankFCPISPY
#1-37.24%
Jan 17, 2020 - Jan 6, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.25%
Mar 29, 2022 - Nov 30, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.43%
Feb 19, 2025 - Jun 26, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.90%
Jan 4, 2022 - Mar 29, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.87%
Feb 25, 2026 - Apr 14, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.48%
Jul 16, 2024 - Aug 23, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.03%
Nov 29, 2024 - Jan 23, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.55%
Nov 24, 2021 - Dec 23, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.55%
Mar 28, 2024 - May 14, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.42%
Aug 30, 2024 - Sep 19, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.16%
Feb 10, 2021 - Mar 11, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.59%
Jun 30, 2021 - Aug 24, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.56%
Jun 2, 2026 - Jun 10, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.50%
Sep 2, 2021 - Oct 14, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.48%
Nov 12, 2025 - Dec 11, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FCPI and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

FCPI vs SPY dividend yield comparison.

YearFCPISPY
20260.69%0.49%
20251.74%1.07%
20241.29%1.21%
20231.88%1.40%
20221.77%1.65%
20211.19%1.20%
20203.53%1.52%
20190.43%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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