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:
0.69
VGT:
1.11
FADTX:
1.05
VGT:
1.53
FADTX:
1.14
VGT:
1.21
FADTX:
1.11
VGT:
1.63
FADTX:
2.80
VGT:
5.67
FADTX:
6.39%
VGT:
4.39%
FADTX:
25.83%
VGT:
22.45%
FADTX:
-82.49%
VGT:
-54.63%
FADTX:
-11.27%
VGT:
-3.56%
Returns By Period
In the year-to-date period, FADTX achieves a -0.01% return, which is significantly lower than VGT's 0.38% return. Over the past 10 years, FADTX has underperformed VGT with an annualized return of 13.20%, while VGT has yielded a comparatively higher 20.27% annualized return.
FADTX
-0.01%
-3.61%
-0.53%
14.07%
13.08%
13.20%
VGT
0.38%
-3.27%
7.91%
22.00%
19.73%
20.27%
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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.
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 0.60%.
| 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 | 0.60% | 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 8.65% compared to Vanguard Information Technology ETF (VGT) at 7.86%. 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.