Correlation
The correlation between FADTX and VGT is 0.84, 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.
FADTX vs. VGT
Compare and contrast key facts about Fidelity Advisor Technology Fund Class A (FADTX) and Vanguard Information Technology ETF (VGT).
FADTX is managed by Fidelity. It was launched on Sep 3, 1996. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FADTX or VGT.
Performance
FADTX vs. VGT - Performance Comparison
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Key characteristics
FADTX:
0.35
VGT:
0.47
FADTX:
0.58
VGT:
0.71
FADTX:
1.08
VGT:
1.10
FADTX:
0.28
VGT:
0.40
FADTX:
0.86
VGT:
1.29
FADTX:
9.47%
VGT:
8.45%
FADTX:
32.90%
VGT:
30.25%
FADTX:
-82.50%
VGT:
-54.63%
FADTX:
-7.95%
VGT:
-6.19%
Returns By Period
In the year-to-date period, FADTX achieves a -3.69% return, which is significantly lower than VGT's -2.36% return. Both investments have delivered pretty close results over the past 10 years, with FADTX having a 19.96% annualized return and VGT not far behind at 19.78%.
FADTX
-3.69%
9.07%
-3.80%
11.97%
21.56%
20.03%
19.96%
VGT
-2.36%
8.44%
-2.31%
14.03%
19.73%
19.26%
19.78%
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FADTX vs. VGT - Expense Ratio Comparison
FADTX has a 0.97% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FADTX vs. VGT — Risk-Adjusted Performance Rank
FADTX
VGT
FADTX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class A (FADTX) and Vanguard Information Technology ETF (VGT). 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
FADTX vs. VGT - Dividend Comparison
FADTX's dividend yield for the trailing twelve months is around 8.32%, more than VGT's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADTX Fidelity Advisor Technology Fund Class A | 8.32% | 8.01% | 3.94% | 3.72% | 12.63% | 7.85% | 2.52% | 23.98% | 8.23% | 1.63% | 4.55% | 8.57% |
VGT Vanguard Information Technology ETF | 0.53% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FADTX vs. VGT - Drawdown Comparison
The maximum FADTX drawdown since its inception was -82.50%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FADTX and VGT.
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Volatility
FADTX vs. VGT - Volatility Comparison
Fidelity Advisor Technology Fund Class A (FADTX) has a higher volatility of 7.40% compared to Vanguard Information Technology ETF (VGT) at 6.70%. This indicates that FADTX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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