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
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Key characteristics
FADAX:
0.04
VOO:
0.67
FADAX:
0.35
VOO:
1.19
FADAX:
1.05
VOO:
1.17
FADAX:
0.13
VOO:
0.80
FADAX:
0.39
VOO:
3.05
FADAX:
8.59%
VOO:
4.88%
FADAX:
23.25%
VOO:
19.40%
FADAX:
-61.17%
VOO:
-33.99%
FADAX:
-9.80%
VOO:
-3.38%
Returns By Period
In the year-to-date period, FADAX achieves a 1.49% return, which is significantly higher than VOO's 1.08% return. Over the past 10 years, FADAX has underperformed VOO with an annualized return of 3.16%, while VOO has yielded a comparatively higher 12.77% annualized return.
FADAX
1.49%
11.28%
-7.35%
1.01%
13.33%
3.16%
VOO
1.08%
9.85%
0.15%
12.97%
17.43%
12.77%
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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.
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Dividends
FADAX vs. VOO - Dividend Comparison
FADAX's dividend yield for the trailing twelve months is around 0.63%, less than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADAX Fidelity Advisor Dividend Growth Fund Class A | 0.63% | 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 | 1.28% | 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 -61.17%, 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.
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Volatility
FADAX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Dividend Growth Fund Class A (FADAX) is 5.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.16%. This indicates that FADAX 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.
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