FAHCX vs. FPFD
Compare and contrast key facts about Fidelity Advisor High Income Advantage Fund Class I (FAHCX) and Fidelity Preferred Securities & Income ETF (FPFD).
FAHCX is managed by Fidelity. It was launched on Jul 3, 1995. FPFD is an actively managed fund by Fidelity. It was launched on Jun 15, 2021.
Performance
FAHCX vs. FPFD - Performance Comparison
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FAHCX vs. FPFD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FAHCX Fidelity Advisor High Income Advantage Fund Class I | -0.75% | 12.06% | 9.50% | 12.15% | -11.15% | 4.18% |
FPFD Fidelity Preferred Securities & Income ETF | -0.36% | 6.46% | 8.50% | 10.91% | -17.11% | 1.89% |
Returns By Period
In the year-to-date period, FAHCX achieves a -0.75% return, which is significantly lower than FPFD's -0.36% return.
FAHCX
- 1D
- -0.52%
- 1M
- -2.85%
- YTD
- -0.75%
- 6M
- 0.81%
- 1Y
- 12.47%
- 3Y*
- 9.65%
- 5Y*
- 5.37%
- 10Y*
- 7.43%
FPFD
- 1D
- 0.39%
- 1M
- -2.02%
- YTD
- -0.36%
- 6M
- -0.21%
- 1Y
- 5.18%
- 3Y*
- 7.37%
- 5Y*
- —
- 10Y*
- —
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FAHCX vs. FPFD - Expense Ratio Comparison
FAHCX has a 0.74% expense ratio, which is higher than FPFD's 0.59% expense ratio.
Return for Risk
FAHCX vs. FPFD — Risk / Return Rank
FAHCX
FPFD
FAHCX vs. FPFD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor High Income Advantage Fund Class I (FAHCX) and Fidelity Preferred Securities & Income ETF (FPFD). 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.
| FAHCX | FPFD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.94 | 1.47 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.67 | 1.99 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.29 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.79 | 1.59 | +1.19 |
Martin ratioReturn relative to average drawdown | 12.20 | 5.82 | +6.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FAHCX | FPFD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.94 | 1.47 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.30 | +0.65 |
Correlation
The correlation between FAHCX and FPFD is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FAHCX vs. FPFD - Dividend Comparison
FAHCX's dividend yield for the trailing twelve months is around 4.41%, less than FPFD's 5.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAHCX Fidelity Advisor High Income Advantage Fund Class I | 4.41% | 4.73% | 4.18% | 4.70% | 7.35% | 4.94% | 3.70% | 4.51% | 6.09% | 4.95% | 5.53% | 4.42% |
FPFD Fidelity Preferred Securities & Income ETF | 5.09% | 5.04% | 4.89% | 5.09% | 5.22% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FAHCX vs. FPFD - Drawdown Comparison
The maximum FAHCX drawdown since its inception was -48.10%, which is greater than FPFD's maximum drawdown of -20.83%. Use the drawdown chart below to compare losses from any high point for FAHCX and FPFD.
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Drawdown Indicators
| FAHCX | FPFD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.10% | -20.83% | -27.27% |
Max Drawdown (1Y)Largest decline over 1 year | -4.34% | -3.18% | -1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -28.49% | — | — |
Current DrawdownCurrent decline from peak | -3.13% | -2.29% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -7.04% | +2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.87% | +0.12% |
Volatility
FAHCX vs. FPFD - Volatility Comparison
Fidelity Advisor High Income Advantage Fund Class I (FAHCX) has a higher volatility of 2.18% compared to Fidelity Preferred Securities & Income ETF (FPFD) at 1.35%. This indicates that FAHCX's price experiences larger fluctuations and is considered to be riskier than FPFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAHCX | FPFD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.18% | 1.35% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 4.15% | 2.08% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.66% | 3.54% | +3.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.29% | 5.38% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.60% | 5.38% | +2.22% |