FADAX vs. VOO
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class A (FADAX) and Vanguard S&P 500 ETF (VOO).
FADAX is managed by Fidelity. It was launched on Dec 28, 1998. 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: FADAX or VOO.
Correlation
The correlation between FADAX and VOO is 0.93, 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. VOO - Performance Comparison
Key characteristics
FADAX:
1.03
VOO:
1.88
FADAX:
1.35
VOO:
2.52
FADAX:
1.21
VOO:
1.34
FADAX:
1.63
VOO:
2.87
FADAX:
5.19
VOO:
12.06
FADAX:
3.50%
VOO:
2.01%
FADAX:
17.68%
VOO:
12.80%
FADAX:
-60.35%
VOO:
-33.99%
FADAX:
-7.85%
VOO:
-1.31%
Returns By Period
In the year-to-date period, FADAX achieves a 3.68% return, which is significantly higher than VOO's 2.69% return. Over the past 10 years, FADAX has underperformed VOO with an annualized return of 3.92%, while VOO has yielded a comparatively higher 13.49% annualized return.
FADAX
3.68%
2.96%
5.55%
17.53%
7.87%
3.92%
VOO
2.69%
2.95%
13.66%
23.41%
15.01%
13.49%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FADAX vs. VOO - Expense Ratio Comparison
FADAX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FADAX vs. VOO — Risk-Adjusted Performance Rank
FADAX
VOO
FADAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class A (FADAX) 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
FADAX vs. VOO - Dividend Comparison
FADAX's dividend yield for the trailing twelve months is around 0.72%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADAX Fidelity Advisor Dividend Growth Fund Class A | 0.72% | 0.74% | 1.14% | 1.46% | 0.66% | 1.43% | 1.48% | 1.97% | 1.46% | 1.21% | 1.14% | 12.85% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FADAX vs. VOO - Drawdown Comparison
The maximum FADAX drawdown since its inception was -60.35%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FADAX and VOO. For additional features, visit the drawdowns tool.
Volatility
FADAX vs. VOO - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class A (FADAX) has a higher volatility of 6.61% compared to Vanguard S&P 500 ETF (VOO) at 3.94%. This indicates that FADAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.