FABLX vs. VOO
Compare and contrast key facts about Fidelity Advisor Balanced Fund Class A (FABLX) and Vanguard S&P 500 ETF (VOO).
FABLX is managed by Fidelity. It was launched on Sep 3, 1996. 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: FABLX or VOO.
Correlation
The correlation between FABLX and VOO is 0.96, 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
FABLX vs. VOO - Performance Comparison
Key characteristics
FABLX:
1.93
VOO:
2.25
FABLX:
2.78
VOO:
2.98
FABLX:
1.39
VOO:
1.42
FABLX:
2.90
VOO:
3.31
FABLX:
11.65
VOO:
14.77
FABLX:
1.33%
VOO:
1.90%
FABLX:
8.02%
VOO:
12.46%
FABLX:
-43.91%
VOO:
-33.99%
FABLX:
-0.86%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FABLX achieves a 15.12% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, FABLX has underperformed VOO with an annualized return of 9.18%, while VOO has yielded a comparatively higher 13.08% annualized return.
FABLX
15.12%
0.00%
4.42%
15.60%
10.41%
9.18%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FABLX vs. VOO - Expense Ratio Comparison
FABLX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FABLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class A (FABLX) 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
FABLX vs. VOO - Dividend Comparison
FABLX's dividend yield for the trailing twelve months is around 3.85%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FABLX Fidelity Advisor Balanced Fund Class A | 3.85% | 1.40% | 1.10% | 0.50% | 0.95% | 1.32% | 1.39% | 1.23% | 1.20% | 5.34% | 7.92% | 5.65% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FABLX vs. VOO - Drawdown Comparison
The maximum FABLX drawdown since its inception was -43.91%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FABLX and VOO. For additional features, visit the drawdowns tool.
Volatility
FABLX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund Class A (FABLX) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that FABLX 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.