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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAHCX or FPFD.
Correlation
The correlation between FAHCX and FPFD is 0.60, 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.
Performance
FAHCX vs. FPFD - Performance Comparison
Key characteristics
FAHCX:
2.10
FPFD:
2.28
FAHCX:
3.06
FPFD:
3.31
FAHCX:
1.42
FPFD:
1.43
FAHCX:
1.78
FPFD:
0.95
FAHCX:
13.38
FPFD:
10.15
FAHCX:
0.74%
FPFD:
0.89%
FAHCX:
4.66%
FPFD:
3.95%
FAHCX:
-48.54%
FPFD:
-20.83%
FAHCX:
-2.21%
FPFD:
-2.37%
Returns By Period
In the year-to-date period, FAHCX achieves a 10.07% return, which is significantly higher than FPFD's 8.78% return.
FAHCX
10.07%
-0.99%
3.93%
10.28%
4.95%
5.77%
FPFD
8.78%
-0.43%
3.05%
8.82%
N/A
N/A
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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.
Risk-Adjusted Performance
FAHCX vs. FPFD - Risk-Adjusted Performance 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.
Dividends
FAHCX vs. FPFD - Dividend Comparison
FAHCX's dividend yield for the trailing twelve months is around 4.28%, less than FPFD's 4.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAHCX Fidelity Advisor High Income Advantage Fund Class I | 4.28% | 5.12% | 4.73% | 3.23% | 3.71% | 4.45% | 6.08% | 4.94% | 4.74% | 5.28% | 4.71% | 6.19% |
FPFD Fidelity Preferred Securities & Income ETF | 4.71% | 5.09% | 5.22% | 1.59% | 0.00% | 0.00% | 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 -48.54%, 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. For additional features, visit the drawdowns tool.
Volatility
FAHCX vs. FPFD - Volatility Comparison
Fidelity Advisor High Income Advantage Fund Class I (FAHCX) has a higher volatility of 1.61% compared to Fidelity Preferred Securities & Income ETF (FPFD) at 1.24%. 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.