EFIPX vs. VOO
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and Vanguard S&P 500 ETF (VOO).
EFIPX is managed by Fidelity. It was launched on Feb 2, 1984. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFIPX or VOO.
Correlation
The correlation between EFIPX and VOO is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EFIPX vs. VOO - Performance Comparison
Key characteristics
EFIPX:
2.53
VOO:
0.56
EFIPX:
3.99
VOO:
0.92
EFIPX:
1.52
VOO:
1.13
EFIPX:
4.96
VOO:
0.58
EFIPX:
11.79
VOO:
2.25
EFIPX:
0.51%
VOO:
4.83%
EFIPX:
2.41%
VOO:
19.11%
EFIPX:
-12.17%
VOO:
-33.99%
EFIPX:
-0.52%
VOO:
-7.55%
Returns By Period
In the year-to-date period, EFIPX achieves a 1.90% return, which is significantly higher than VOO's -3.28% return. Over the past 10 years, EFIPX has underperformed VOO with an annualized return of 2.03%, while VOO has yielded a comparatively higher 12.40% annualized return.
EFIPX
1.90%
0.35%
2.19%
6.13%
1.71%
2.03%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
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EFIPX vs. VOO - Expense Ratio Comparison
EFIPX has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
EFIPX vs. VOO — Risk-Adjusted Performance Rank
EFIPX
VOO
EFIPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
EFIPX vs. VOO - Dividend Comparison
EFIPX's dividend yield for the trailing twelve months is around 3.27%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | 3.27% | 3.35% | 2.37% | 1.59% | 1.23% | 1.86% | 2.41% | 2.27% | 1.75% | 1.56% | 1.82% | 1.89% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
EFIPX vs. VOO - Drawdown Comparison
The maximum EFIPX drawdown since its inception was -12.17%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EFIPX and VOO. For additional features, visit the drawdowns tool.
Volatility
EFIPX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) is 0.85%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.03%. This indicates that EFIPX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.