FASDX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Strategic Dividend & Income Fund Class A (FASDX) and Fidelity ZERO Total Market Index Fund (FZROX).
FASDX is managed by Fidelity. It was launched on Dec 23, 2003. FZROX is managed by Fidelity.
Performance
FASDX vs. FZROX - Performance Comparison
Loading graphics...
FASDX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FASDX Fidelity Advisor Strategic Dividend & Income Fund Class A | 3.21% | 12.72% | 11.19% | 9.15% | -10.11% | 18.65% | 11.00% | 22.17% | -7.52% |
FZROX Fidelity ZERO Total Market Index Fund | -6.77% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FASDX achieves a 3.21% return, which is significantly higher than FZROX's -6.77% return.
FASDX
- 1D
- -0.33%
- 1M
- -5.72%
- YTD
- 3.21%
- 6M
- 5.49%
- 1Y
- 14.76%
- 3Y*
- 11.41%
- 5Y*
- 7.43%
- 10Y*
- 8.91%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FASDX vs. FZROX - Expense Ratio Comparison
FASDX has a 0.97% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FASDX vs. FZROX — Risk / Return Rank
FASDX
FZROX
FASDX vs. FZROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Dividend & Income Fund Class A (FASDX) and Fidelity ZERO Total Market Index Fund (FZROX). 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.
| FASDX | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.84 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.30 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.05 | +0.47 |
Martin ratioReturn relative to average drawdown | 7.48 | 5.11 | +2.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FASDX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.84 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.60 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.61 | -0.09 |
Correlation
The correlation between FASDX and FZROX is 0.88, 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.
Dividends
FASDX vs. FZROX - Dividend Comparison
FASDX's dividend yield for the trailing twelve months is around 7.51%, more than FZROX's 1.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASDX Fidelity Advisor Strategic Dividend & Income Fund Class A | 7.51% | 7.75% | 5.04% | 5.48% | 3.98% | 8.22% | 5.45% | 6.46% | 7.92% | 6.39% | 4.68% | 6.13% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FASDX vs. FZROX - Drawdown Comparison
The maximum FASDX drawdown since its inception was -59.09%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FASDX and FZROX.
Loading graphics...
Drawdown Indicators
| FASDX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.09% | -34.96% | -24.13% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -12.44% | +2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -17.27% | -25.12% | +7.85% |
Max Drawdown (10Y)Largest decline over 10 years | -30.01% | — | — |
Current DrawdownCurrent decline from peak | -5.81% | -8.89% | +3.08% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -5.61% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 2.56% | -0.63% |
Volatility
FASDX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Dividend & Income Fund Class A (FASDX) is 3.34%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.41%. This indicates that FASDX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FASDX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 4.41% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 6.28% | 9.34% | -3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.70% | 18.49% | -6.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.91% | 17.40% | -6.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.39% | 20.25% | -7.86% |