FBTAX vs. VOO
Compare and contrast key facts about Fidelity Advisor Biotechnology Fund Class A (FBTAX) and Vanguard S&P 500 ETF (VOO).
FBTAX is managed by Fidelity. It was launched on Dec 27, 2000. 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: FBTAX or VOO.
Correlation
The correlation between FBTAX and VOO is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FBTAX vs. VOO - Performance Comparison
Key characteristics
FBTAX:
-0.19
VOO:
0.75
FBTAX:
-0.10
VOO:
1.15
FBTAX:
0.99
VOO:
1.17
FBTAX:
-0.11
VOO:
0.77
FBTAX:
-0.31
VOO:
3.04
FBTAX:
14.03%
VOO:
4.72%
FBTAX:
23.00%
VOO:
19.15%
FBTAX:
-60.08%
VOO:
-33.99%
FBTAX:
-26.47%
VOO:
-7.30%
Returns By Period
In the year-to-date period, FBTAX achieves a -3.68% return, which is significantly lower than VOO's -3.02% return. Over the past 10 years, FBTAX has underperformed VOO with an annualized return of 0.43%, while VOO has yielded a comparatively higher 12.54% annualized return.
FBTAX
-3.68%
12.30%
-20.56%
-9.03%
-1.03%
0.43%
VOO
-3.02%
11.86%
-0.14%
12.28%
16.47%
12.54%
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FBTAX vs. VOO - Expense Ratio Comparison
FBTAX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FBTAX vs. VOO — Risk-Adjusted Performance Rank
FBTAX
VOO
FBTAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund Class A (FBTAX) 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
FBTAX vs. VOO - Dividend Comparison
FBTAX's dividend yield for the trailing twelve months is around 3.03%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTAX Fidelity Advisor Biotechnology Fund Class A | 3.03% | 2.92% | 1.15% | 0.00% | 0.79% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 5.36% | 2.45% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FBTAX vs. VOO - Drawdown Comparison
The maximum FBTAX drawdown since its inception was -60.08%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBTAX and VOO. For additional features, visit the drawdowns tool.
Volatility
FBTAX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Biotechnology Fund Class A (FBTAX) is 12.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.90%. This indicates that FBTAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.