FADAX vs. SPUS
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class A (FADAX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
FADAX is managed by Fidelity. It was launched on Dec 28, 1998. SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FADAX or SPUS.
Correlation
The correlation between FADAX and SPUS 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
FADAX vs. SPUS - Performance Comparison
Key characteristics
FADAX:
-0.21
SPUS:
-0.02
FADAX:
-0.14
SPUS:
0.13
FADAX:
0.98
SPUS:
1.02
FADAX:
-0.19
SPUS:
-0.02
FADAX:
-0.65
SPUS:
-0.06
FADAX:
7.42%
SPUS:
5.68%
FADAX:
22.77%
SPUS:
22.47%
FADAX:
-61.17%
SPUS:
-30.80%
FADAX:
-20.22%
SPUS:
-18.45%
Returns By Period
In the year-to-date period, FADAX achieves a -10.24% return, which is significantly higher than SPUS's -15.22% return.
FADAX
-10.24%
-7.13%
-17.46%
-4.88%
9.98%
2.13%
SPUS
-15.22%
-8.96%
-13.35%
-0.22%
15.05%
N/A
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FADAX vs. SPUS - Expense Ratio Comparison
FADAX has a 0.83% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
FADAX vs. SPUS — Risk-Adjusted Performance Rank
FADAX
SPUS
FADAX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class A (FADAX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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
FADAX vs. SPUS - Dividend Comparison
FADAX's dividend yield for the trailing twelve months is around 0.71%, less than SPUS's 0.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADAX Fidelity Advisor Dividend Growth Fund Class A | 0.71% | 0.74% | 1.14% | 1.46% | 0.66% | 1.43% | 1.48% | 1.97% | 1.46% | 1.21% | 1.14% | 12.85% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.83% | 0.71% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FADAX vs. SPUS - Drawdown Comparison
The maximum FADAX drawdown since its inception was -61.17%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for FADAX and SPUS. For additional features, visit the drawdowns tool.
Volatility
FADAX vs. SPUS - Volatility Comparison
The current volatility for Fidelity Advisor Dividend Growth Fund Class A (FADAX) is 13.97%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 15.08%. This indicates that FADAX experiences smaller price fluctuations and is considered to be less risky than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.