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AOTG vs. FNCL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AOTG and FNCL is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

AOTG vs. FNCL

Last updated May 30, 2025

Compare and contrast key facts about AOT Growth and Innovation ETF (AOTG) and Fidelity MSCI Financials Index ETF (FNCL).

AOTG and FNCL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AOTG is an actively managed fund by AOT. It was launched on Jun 28, 2022. FNCL is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Financials Index. It was launched on Oct 21, 2013.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOTG or FNCL.

Performance

AOTG vs. FNCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AOT Growth and Innovation ETF (AOTG) and Fidelity MSCI Financials Index ETF (FNCL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AOTG:

0.68

FNCL:

1.23

Sortino Ratio

AOTG:

1.08

FNCL:

1.61

Omega Ratio

AOTG:

1.15

FNCL:

1.24

Calmar Ratio

AOTG:

0.74

FNCL:

1.38

Martin Ratio

AOTG:

2.43

FNCL:

5.09

Ulcer Index

AOTG:

8.32%

FNCL:

4.68%

Daily Std Dev

AOTG:

30.75%

FNCL:

21.44%

Max Drawdown

AOTG:

-31.62%

FNCL:

-44.38%

Current Drawdown

AOTG:

-4.22%

FNCL:

-3.33%

Returns By Period

In the year-to-date period, AOTG achieves a 2.53% return, which is significantly lower than FNCL's 4.39% return.

AOTG

YTD

2.53%

1M

12.04%

6M

-0.85%

1Y

20.79%

3Y*

N/A

5Y*

N/A

10Y*

N/A

FNCL

YTD

4.39%

1M

5.06%

6M

-1.73%

1Y

26.22%

3Y*

14.50%

5Y*

18.93%

10Y*

11.62%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AOT Growth and Innovation ETF

Fidelity MSCI Financials Index ETF

AOTG vs. FNCL - Expense Ratio Comparison

AOTG has a 0.75% expense ratio, which is higher than FNCL's 0.08% expense ratio.

AOTG
AOT Growth and Innovation ETF
FNCL
Fidelity MSCI Financials Index ETF
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

AOTG vs. FNCL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AOTG
The Risk-Adjusted Performance Rank of AOTG is 6363
Overall Rank
The Sharpe Ratio Rank of AOTG is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of AOTG is 6363
Sortino Ratio Rank
The Omega Ratio Rank of AOTG is 6262
Omega Ratio Rank
The Calmar Ratio Rank of AOTG is 6969
Calmar Ratio Rank
The Martin Ratio Rank of AOTG is 6161
Martin Ratio Rank
FNCL
The Risk-Adjusted Performance Rank of FNCL is 8484
Overall Rank
The Sharpe Ratio Rank of FNCL is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of FNCL is 8282
Sortino Ratio Rank
The Omega Ratio Rank of FNCL is 8484
Omega Ratio Rank
The Calmar Ratio Rank of FNCL is 8686
Calmar Ratio Rank
The Martin Ratio Rank of FNCL is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AOTG vs. FNCL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AOT Growth and Innovation ETF (AOTG) and Fidelity MSCI Financials Index ETF (FNCL). 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.

The current AOTG Sharpe Ratio is 0.68, which is lower than the FNCL Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of AOTG and FNCL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

AOTG vs. FNCL - Dividend Comparison

AOTG has not paid dividends to shareholders, while FNCL's dividend yield for the trailing twelve months is around 1.52%.

TTM20242023202220212020201920182017201620152014
AOTG
AOT Growth and Innovation ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FNCL
Fidelity MSCI Financials Index ETF		1.52%1.52%1.91%2.29%1.75%2.26%2.17%2.37%1.60%1.81%2.17%1.77%

Drawdowns

AOTG vs. FNCL - Drawdown Comparison

The maximum AOTG drawdown since its inception was -31.62%, smaller than the maximum FNCL drawdown of -44.38%. Use the drawdown chart below to compare losses from any high point for AOTG and FNCL.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

AOTG vs. FNCL - Volatility Comparison

AOT Growth and Innovation ETF (AOTG) has a higher volatility of 6.53% compared to Fidelity MSCI Financials Index ETF (FNCL) at 4.85%. This indicates that AOTG's price experiences larger fluctuations and is considered to be riskier than FNCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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