FATEX vs. ARKK

In the year-to-date period, FATEX achieves a -14.01% return, which is significantly lower than ARKK's -9.74% return. Both investments have delivered pretty close results over the past 10 years, with FATEX having a 10.59% annualized return and ARKK not far ahead at 10.64%.

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FATEX has a 1.21% expense ratio, which is higher than ARKK's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class M (FATEX) and ARK Innovation ETF (ARKK). 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 FATEX Sharpe Ratio is 0.00, which is lower than the ARKK Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of FATEX and ARKK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FATEX nor ARKK has paid dividends to shareholders.

The maximum FATEX drawdown since its inception was -82.59%, roughly equal to the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for FATEX and ARKK. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Technology Fund Class M (FATEX) is 20.75%, while ARK Innovation ETF (ARKK) has a volatility of 23.40%. This indicates that FATEX experiences smaller price fluctuations and is considered to be less risky than ARKK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.