FBTCX vs. IBIT

In the year-to-date period, FBTCX achieves a 1.71% return, which is significantly lower than IBIT's 5.64% return.

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FBTCX has a 1.75% expense ratio, which is higher than IBIT's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund Class C (FBTCX) and iShares Bitcoin Trust (IBIT). 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 FBTCX Sharpe Ratio is -0.30, which is lower than the IBIT Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of FBTCX and IBIT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBTCX's dividend yield for the trailing twelve months is around 2.82%, while IBIT has not paid dividends to shareholders.

The maximum FBTCX drawdown since its inception was -61.27%, which is greater than IBIT's maximum drawdown of -27.51%. Use the drawdown chart below to compare losses from any high point for FBTCX and IBIT. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Biotechnology Fund Class C (FBTCX) is 4.93%, while iShares Bitcoin Trust (IBIT) has a volatility of 9.31%. This indicates that FBTCX experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.