EQPIX vs. IVOV
Compare and contrast key facts about Fidelity Advisor Equity Income Fund Class I (EQPIX) and Vanguard S&P Mid-Cap 400 Value ETF (IVOV).
EQPIX is managed by Fidelity. It was launched on Apr 25, 1983. IVOV is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Value 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: EQPIX or IVOV.
Correlation
The correlation between EQPIX and IVOV is 0.83, 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.
Performance
EQPIX vs. IVOV - Performance Comparison
Key characteristics
EQPIX:
0.76
IVOV:
1.17
EQPIX:
1.08
IVOV:
1.70
EQPIX:
1.15
IVOV:
1.22
EQPIX:
0.71
IVOV:
2.16
EQPIX:
2.26
IVOV:
5.37
EQPIX:
3.79%
IVOV:
3.46%
EQPIX:
11.25%
IVOV:
15.94%
EQPIX:
-60.59%
IVOV:
-45.99%
EQPIX:
-8.73%
IVOV:
-5.16%
Returns By Period
In the year-to-date period, EQPIX achieves a 2.14% return, which is significantly lower than IVOV's 2.40% return. Over the past 10 years, EQPIX has underperformed IVOV with an annualized return of 3.00%, while IVOV has yielded a comparatively higher 9.13% annualized return.
EQPIX
2.14%
2.11%
0.23%
8.69%
5.54%
3.00%
IVOV
2.40%
1.96%
11.57%
17.62%
11.07%
9.13%
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EQPIX vs. IVOV - Expense Ratio Comparison
EQPIX has a 0.65% expense ratio, which is higher than IVOV's 0.15% expense ratio.
Risk-Adjusted Performance
EQPIX vs. IVOV — Risk-Adjusted Performance Rank
EQPIX
IVOV
EQPIX vs. IVOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Income Fund Class I (EQPIX) and Vanguard S&P Mid-Cap 400 Value ETF (IVOV). 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
EQPIX vs. IVOV - Dividend Comparison
EQPIX's dividend yield for the trailing twelve months is around 2.20%, more than IVOV's 1.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQPIX Fidelity Advisor Equity Income Fund Class I | 2.20% | 2.25% | 2.39% | 2.08% | 2.02% | 2.31% | 2.47% | 3.18% | 1.98% | 2.06% | 4.38% | 6.58% |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | 1.70% | 1.74% | 1.52% | 1.97% | 1.78% | 2.42% | 1.75% | 1.87% | 1.55% | 1.36% | 1.66% | 1.47% |
Drawdowns
EQPIX vs. IVOV - Drawdown Comparison
The maximum EQPIX drawdown since its inception was -60.59%, which is greater than IVOV's maximum drawdown of -45.99%. Use the drawdown chart below to compare losses from any high point for EQPIX and IVOV. For additional features, visit the drawdowns tool.
Volatility
EQPIX vs. IVOV - Volatility Comparison
The current volatility for Fidelity Advisor Equity Income Fund Class I (EQPIX) is 3.37%, while Vanguard S&P Mid-Cap 400 Value ETF (IVOV) has a volatility of 4.19%. This indicates that EQPIX experiences smaller price fluctuations and is considered to be less risky than IVOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.