FATIX vs. FTEC

In the year-to-date period, FATIX achieves a -5.22% return, which is significantly lower than FTEC's -3.57% return. Both investments have delivered pretty close results over the past 10 years, with FATIX having a 20.27% annualized return and FTEC not far behind at 19.49%.

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FATIX has a 0.71% expense ratio, which is higher than FTEC's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class I (FATIX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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 FATIX Sharpe Ratio is 0.44, which is comparable to the FTEC Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of FATIX and FTEC, 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 FATIX nor FTEC has paid dividends to shareholders.

The maximum FATIX drawdown since its inception was -82.31%, which is greater than FTEC's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for FATIX and FTEC. For additional features, visit the drawdowns tool.

Fidelity Advisor Technology Fund Class I (FATIX) has a higher volatility of 9.51% compared to Fidelity MSCI Information Technology Index ETF (FTEC) at 8.77%. This indicates that FATIX's price experiences larger fluctuations and is considered to be riskier than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.