Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FTSDX
FTSDX charges 1.22% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FTSDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FTSDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FTSDX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FTSDX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FTSDX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FTSDX vs BWBIX |
Best Risk-Adjusted Alternatives to FTSDX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FTSDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FTSDX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FTSDX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FTSDX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FTSDX vs PMAIX |
Top Performing FTSDX Alternatives (YTD)
FTSDX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FTSDX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FTSDX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FTSDX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FTSDX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FTSDX vs CONWX |
Lowest Volatility Alternatives to FTSDX
FTSDX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FTSDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FTSDX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FTSDX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FTSDX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FTSDX vs SICIX |
Lowest Drawdown Alternatives to FTSDX
FTSDX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FTSDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FTSDX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FTSDX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FTSDX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FTSDX vs SICIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FTSDX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FTSDX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FTSDX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FTSDX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FTSDX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FTSDX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FTSDX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FTSDX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FTSDX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FTSDX vs FTIHX |
Often Compared With FTSDX
What investors most often compare with FTSDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Strategic Dividend & Income Fund | Diversified Portfolio | 31 | 3.35% | Dec 23, 2003 | FTSDX vs FSDIX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | FTSDX vs TPDAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | FTSDX vs QBDSX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | FTSDX vs MAANX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | FTSDX vs WWWEX |
Compare FTSDX with Any Fund or Stock
Compare FTSDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.