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:
-0.27
VGT:
0.02
FADTX:
-0.16
VGT:
0.23
FADTX:
0.98
VGT:
1.03
FADTX:
-0.26
VGT:
0.02
FADTX:
-0.82
VGT:
0.08
FADTX:
10.85%
VGT:
7.39%
FADTX:
32.99%
VGT:
29.50%
FADTX:
-82.49%
VGT:
-54.63%
FADTX:
-29.41%
VGT:
-21.79%
Returns By Period
In the year-to-date period, FADTX achieves a -20.45% return, which is significantly lower than VGT's -18.60% return. Over the past 10 years, FADTX has underperformed VGT with an annualized return of 10.28%, while VGT has yielded a comparatively higher 17.86% annualized return.
FADTX
-20.45%
-11.42%
-23.50%
-3.06%
10.68%
10.28%
VGT
-18.60%
-10.05%
-16.03%
5.91%
17.84%
17.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
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 0.63%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADTX Fidelity Advisor Technology Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.55% | 8.64% |
VGT Vanguard Information Technology ETF | 0.63% | 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 -82.49%, 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) has a higher volatility of 19.81% compared to Vanguard Information Technology ETF (VGT) at 18.22%. 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.