FBRNX vs. VOO
Compare and contrast key facts about Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) and Vanguard S&P 500 ETF (VOO).
FBRNX is managed by Fidelity. It was launched on Oct 23, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBRNX or VOO.
Correlation
The correlation between FBRNX and VOO is 0.97, 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.
Performance
FBRNX vs. VOO - Performance Comparison
Key characteristics
FBRNX:
1.13
VOO:
1.98
FBRNX:
1.51
VOO:
2.65
FBRNX:
1.22
VOO:
1.36
FBRNX:
1.73
VOO:
2.98
FBRNX:
4.96
VOO:
12.44
FBRNX:
3.18%
VOO:
2.02%
FBRNX:
13.91%
VOO:
12.69%
FBRNX:
-34.37%
VOO:
-33.99%
FBRNX:
-5.33%
VOO:
0.00%
Returns By Period
In the year-to-date period, FBRNX achieves a 3.38% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, FBRNX has underperformed VOO with an annualized return of 9.19%, while VOO has yielded a comparatively higher 13.30% annualized return.
FBRNX
3.38%
1.97%
6.10%
13.60%
10.98%
9.19%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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FBRNX vs. VOO - Expense Ratio Comparison
FBRNX has a 0.62% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FBRNX vs. VOO — Risk-Adjusted Performance Rank
FBRNX
VOO
FBRNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) and Vanguard S&P 500 ETF (VOO). 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
FBRNX vs. VOO - Dividend Comparison
FBRNX's dividend yield for the trailing twelve months is around 0.74%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBRNX Fidelity Advisor Stock Selector All Cap Fund Class I | 0.74% | 0.76% | 0.64% | 0.35% | 0.00% | 0.78% | 0.15% | 0.76% | 0.62% | 0.75% | 0.59% | 12.17% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FBRNX vs. VOO - Drawdown Comparison
The maximum FBRNX drawdown since its inception was -34.37%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBRNX and VOO. For additional features, visit the drawdowns tool.
Volatility
FBRNX vs. VOO - Volatility Comparison
Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) has a higher volatility of 3.99% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that FBRNX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.