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.
Correlation
The correlation between FADTX and VGT is 0.94, 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
FADTX vs. VGT - Performance Comparison
Key characteristics
FADTX:
1.45
VGT:
1.55
FADTX:
1.98
VGT:
2.05
FADTX:
1.26
VGT:
1.28
FADTX:
1.64
VGT:
2.18
FADTX:
7.11
VGT:
7.80
FADTX:
4.84%
VGT:
4.26%
FADTX:
23.66%
VGT:
21.45%
FADTX:
-82.49%
VGT:
-54.63%
FADTX:
-2.80%
VGT:
-2.41%
Returns By Period
In the year-to-date period, FADTX achieves a 37.31% return, which is significantly higher than VGT's 31.34% return. Over the past 10 years, FADTX has underperformed VGT with an annualized return of 14.67%, while VGT has yielded a comparatively higher 20.77% annualized return.
FADTX
37.31%
3.51%
10.15%
37.61%
17.49%
14.67%
VGT
31.34%
2.11%
9.77%
31.45%
22.00%
20.77%
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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 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.
Dividends
FADTX vs. VGT - Dividend Comparison
FADTX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.59%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Technology Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.55% | 8.64% | 1.22% |
Vanguard Information Technology ETF | 0.59% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
FADTX vs. VGT - Drawdown Comparison
The maximum FADTX drawdown since its inception was -82.49%, 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. For additional features, visit the drawdowns tool.
Volatility
FADTX vs. VGT - Volatility Comparison
Fidelity Advisor Technology Fund Class A (FADTX) and Vanguard Information Technology ETF (VGT) have volatilities of 5.82% and 5.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.