FAEGX vs. QQQ

In the year-to-date period, FAEGX achieves a -0.42% return, which is significantly lower than QQQ's 1.69% return. Over the past 10 years, FAEGX has underperformed QQQ with an annualized return of 15.24%, while QQQ has yielded a comparatively higher 17.69% annualized return.

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FAEGX has a 1.21% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class M (FAEGX) and Invesco QQQ (QQQ). 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.

The current FAEGX Sharpe Ratio is 0.45, which is comparable to the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of FAEGX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAEGX's dividend yield for the trailing twelve months is around 13.22%, more than QQQ's 0.58% yield.

The maximum FAEGX drawdown since its inception was -63.80%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for FAEGX and QQQ.

Fidelity Advisor Equity Growth Fund Class M (FAEGX) and Invesco QQQ (QQQ) have volatilities of 5.47% 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.