FATEX vs. VTAPX
Compare and contrast key facts about Fidelity Advisor Technology Fund Class M (FATEX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX).
FATEX is managed by Fidelity. It was launched on Sep 3, 1996. VTAPX is managed by Vanguard. It was launched on Oct 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FATEX or VTAPX.
Key characteristics
| FATEX | VTAPX | |
|---|---|---|
| YTD Return | 33.46% | 4.33% |
| 1Y Return | 36.12% | 6.08% |
| 3Y Return (Ann) | 3.42% | 1.83% |
| 5Y Return (Ann) | 16.66% | 3.39% |
| 10Y Return (Ann) | 13.97% | 2.33% |
| Sharpe Ratio | 1.56 | 2.92 |
| Sortino Ratio | 2.10 | 4.80 |
| Omega Ratio | 1.28 | 1.65 |
| Calmar Ratio | 1.60 | 4.08 |
| Martin Ratio | 7.26 | 21.87 |
| Ulcer Index | 4.99% | 0.27% |
| Daily Std Dev | 23.17% | 2.01% |
| Max Drawdown | -82.59% | -5.33% |
| Current Drawdown | -0.93% | -0.72% |
Correlation
The correlation between FATEX and VTAPX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FATEX vs. VTAPX - Performance Comparison
In the year-to-date period, FATEX achieves a 33.46% return, which is significantly higher than VTAPX's 4.33% return. Over the past 10 years, FATEX has outperformed VTAPX with an annualized return of 13.97%, while VTAPX has yielded a comparatively lower 2.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FATEX vs. VTAPX - Expense Ratio Comparison
FATEX has a 1.21% expense ratio, which is higher than VTAPX's 0.06% expense ratio.
Risk-Adjusted Performance
FATEX vs. VTAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class M (FATEX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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
FATEX vs. VTAPX - Dividend Comparison
FATEX has not paid dividends to shareholders, while VTAPX's dividend yield for the trailing twelve months is around 2.88%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATEX Fidelity Advisor Technology Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.60% | 8.70% | 1.18% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.88% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.06% |
Drawdowns
FATEX vs. VTAPX - Drawdown Comparison
The maximum FATEX drawdown since its inception was -82.59%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for FATEX and VTAPX. For additional features, visit the drawdowns tool.
Volatility
FATEX vs. VTAPX - Volatility Comparison
Fidelity Advisor Technology Fund Class M (FATEX) has a higher volatility of 5.93% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.46%. This indicates that FATEX's price experiences larger fluctuations and is considered to be riskier than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.