FATEX vs. ARKK

In the year-to-date period, FATEX achieves a 36.98% return, which is significantly higher than ARKK's 13.42% return. Over the past 10 years, FATEX has outperformed ARKK with an annualized return of 14.04%, while ARKK has yielded a comparatively lower 12.53% annualized return.

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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 1.42, which is higher than the ARKK Sharpe Ratio of 0.46. 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 5.82%, while ARK Innovation ETF (ARKK) has a volatility of 11.55%. 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.