FADTX vs. VOO
Compare and contrast key facts about Fidelity Advisor Technology Fund Class A (FADTX) and Vanguard S&P 500 ETF (VOO).
FADTX is managed by Fidelity. It was launched on Sep 3, 1996. 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: FADTX or VOO.
Key characteristics
| FADTX | VOO | |
|---|---|---|
| YTD Return | 33.75% | 26.13% |
| 1Y Return | 36.92% | 33.91% |
| 3Y Return (Ann) | 4.20% | 9.98% |
| 5Y Return (Ann) | 17.38% | 15.61% |
| 10Y Return (Ann) | 14.61% | 13.33% |
| Sharpe Ratio | 1.60 | 2.82 |
| Sortino Ratio | 2.14 | 3.76 |
| Omega Ratio | 1.28 | 1.53 |
| Calmar Ratio | 1.76 | 4.05 |
| Martin Ratio | 7.48 | 18.48 |
| Ulcer Index | 4.95% | 1.85% |
| Daily Std Dev | 23.13% | 12.12% |
| Max Drawdown | -82.49% | -33.99% |
| Current Drawdown | -0.93% | -0.88% |
Correlation
The correlation between FADTX and VOO 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.
Performance
FADTX vs. VOO - Performance Comparison
In the year-to-date period, FADTX achieves a 33.75% return, which is significantly higher than VOO's 26.13% return. Over the past 10 years, FADTX has outperformed VOO with an annualized return of 14.61%, while VOO has yielded a comparatively lower 13.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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. VOO - Expense Ratio Comparison
FADTX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FADTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class A (FADTX) 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.
Dividends
FADTX vs. VOO - Dividend Comparison
FADTX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 4.55% | 8.64% | 1.22% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FADTX vs. VOO - Drawdown Comparison
The maximum FADTX drawdown since its inception was -82.49%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FADTX and VOO. For additional features, visit the drawdowns tool.
Volatility
FADTX vs. VOO - Volatility Comparison
Fidelity Advisor Technology Fund Class A (FADTX) has a higher volatility of 5.93% compared to Vanguard S&P 500 ETF (VOO) at 3.84%. This indicates that FADTX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.