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 0.82, 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:
1.90
SPUS:
1.99
FADAX:
2.58
SPUS:
2.63
FADAX:
1.35
SPUS:
1.36
FADAX:
2.32
SPUS:
2.71
FADAX:
12.29
SPUS:
10.72
FADAX:
2.27%
SPUS:
2.90%
FADAX:
14.69%
SPUS:
15.62%
FADAX:
-61.17%
SPUS:
-30.80%
FADAX:
-1.49%
SPUS:
-0.43%
Returns By Period
The year-to-date returns for both investments are quite close, with FADAX having a 29.73% return and SPUS slightly higher at 30.66%.
FADAX
29.73%
0.04%
7.93%
27.96%
7.77%
4.30%
SPUS
30.66%
4.46%
9.68%
31.09%
18.12%
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 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 0.85%, more than SPUS's 0.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADAX Fidelity Advisor Dividend Growth Fund Class A | 0.42% | 1.14% | 1.46% | 0.66% | 1.43% | 1.48% | 1.97% | 1.46% | 1.21% | 1.14% | 12.85% | 0.51% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.64% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 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
Fidelity Advisor Dividend Growth Fund Class A (FADAX) has a higher volatility of 4.71% compared to SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) at 4.25%. This indicates that FADAX's price experiences larger fluctuations and is considered to be riskier than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.