Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FTSDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTSDX
FTSDX charges 1.22% annually. There are 471 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FTSDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FTSDX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FTSDX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FTSDX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FTSDX vs VTMFX |
Best Risk-Adjusted Alternatives to FTSDX
FTSDX has a PortfoliosLab risk / return rank of 88. There are 21 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FTSDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FTSDX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FTSDX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | FTSDX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | FTSDX vs AYBLX |
Top Performing FTSDX Alternatives (YTD)
FTSDX is at 12.67% YTD. There are 27 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | FTSDX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | FTSDX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | FTSDX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | FTSDX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | FTSDX vs TIBIX |
Lowest Volatility Alternatives to FTSDX
FTSDX has 8.38% 1-year volatility. There are 245 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | FTSDX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | FTSDX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | FTSDX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FTSDX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FTSDX vs CSTAX |
Lowest Drawdown Alternatives to FTSDX
FTSDX has a 1-year max drawdown of -5.82%. There are 208 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FTSDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FTSDX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FTSDX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FTSDX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FTSDX vs CSTAX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 69 | 11.32% | — | Feb 1988 | FTSDX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 89 | 62.20% | — | Jul 1985 | FTSDX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 69 | 11.80% | — | — | FTSDX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 68 | 11.80% | — | — | FTSDX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 4.74% | — | — | FTSDX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 56 | 16.03% | — | Dec 1987 | FTSDX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.69% | 176.32B | May 1967 | FTSDX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 65 | 11.11% | — | — | FTSDX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 45 | 10.82% | — | Nov 1997 | FTSDX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 60 | 13.34% | — | Jun 2016 | FTSDX vs FTIHX |
Often Compared With FTSDX
Investors most often compare FTSDX with FSDIX, CONWX, TPDAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FTSDX with Any Fund or Stock
Compare FTSDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTSDX with funds that move differently
Fidelity Advisor Strategic Dividend & Income Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTSDX.
Explore FTSDX Diversifiers