Both FMK and HSPX are ETFs. FMK has a lower expense ratio than HSPX (0.06% vs 0.3%). Below is the comparison between FMK and HSPX.
| FMK | HSPX | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | N/A | 0 |
| Category | Large Blend | N/A |
| Family | First Trust | Horizons |
| Net Assets | $2.42B | $95.43M |
| Expense Ratio | 0.06% | 0.30% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 1.36% | N/A |
| Underlying Index | NASDAQ AlphaDEX Mega Cap Index | S&P 500 Stock Covered Call Index |
| YTD Return | 11.29% | 0.00% |
| 1-Year Return | 14.43% | 0.00% |
| 3-Year Return | 9.72% | 0.00% |
| 5-Year Return | 10.92% | 0.00% |
| 10-Year Return | 0.00% | 0.00% |
FMK
FMK description
The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.
FMK performance & returns
| YTD Return | 11.29% |
| 1-Month Return | 15.55% |
| 3-Month Return | 6.09% |
| 1-Year Return | 14.43% |
| 3-Year Return | 9.72% |
| 5-Year Return | 10.92% |
| 10-Year Return | 0.00% |
FMK holdings
Top 10 Holdings (33.71% of Total Assets)
FMK pros
The following are FMK strengths from our perspective:
- FMK expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.
FMK cons
None that we could think of.Other relevant FMK comparisons
You may also want to check out the following FMK comparisons that investors often look for on Finny
- FMK vs DIA
- FMK vs DLN
- FMK vs CDC
- FMK vs CFO
- FMK vs CFA
- FMK vs CSM
- FMK vs DUSA
- FMK vs DJD
- FMK vs CAPE
- FMK vs DTN
HSPX
HSPX description
The Fund seeks high current income and, as a secondary objective, capital appreciation. Allocating assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom Blend Income Fund, approximately 10 to 19 years after the year 2025.
HSPX performance & returns
| YTD Return | 0.00% |
| 1-Month Return | 0.00% |
| 3-Month Return | 0.00% |
| 1-Year Return | 0.00% |
| 3-Year Return | 0.00% |
| 5-Year Return | 0.00% |
| 10-Year Return | 0.00% |
HSPX holdings
Top 10 Holdings (27.07% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Microsoft Corp | MSFT | 6.05% |
| Apple Inc | AAPL | 5.83% |
| Amazon.com Inc | AMZN | 4.53% |
| Facebook Inc A | FB | 2.14% |
| Alphabet Inc A | GOOGL | 1.66% |
| Alphabet Inc Class C | GOOG | 1.62% |
| Johnson & Johnson | JNJ | 1.45% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.36% |
| Visa Inc Class A | V | 1.27% |
| Procter & Gamble Co | PG | 1.16% |
HSPX pros
None that we could think of.HSPX cons
None that we could think of.Other relevant HSPX comparisons
You may also want to check out the following HSPX comparisons that investors often look for on Finny
- HSPX vs DIA
- HSPX vs DLN
- HSPX vs FMK
- HSPX vs CDC
- HSPX vs CFO
- HSPX vs CFA
- HSPX vs CSM
- HSPX vs DUSA
- HSPX vs DJD
- HSPX vs CAPE