FBTCX vs. VOO
Compare and contrast key facts about Fidelity Advisor Biotechnology Fund Class C (FBTCX) and Vanguard S&P 500 ETF (VOO).
FBTCX 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: FBTCX or VOO.
Correlation
The correlation between FBTCX 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
FBTCX vs. VOO - Performance Comparison
Key characteristics
FBTCX:
-0.37
VOO:
1.88
FBTCX:
-0.37
VOO:
2.52
FBTCX:
0.95
VOO:
1.35
FBTCX:
-0.22
VOO:
2.83
FBTCX:
-0.95
VOO:
11.96
FBTCX:
7.71%
VOO:
2.00%
FBTCX:
19.90%
VOO:
12.70%
FBTCX:
-61.27%
VOO:
-33.99%
FBTCX:
-33.32%
VOO:
-3.91%
Returns By Period
In the year-to-date period, FBTCX achieves a -4.56% return, which is significantly lower than VOO's -0.66% return. Over the past 10 years, FBTCX has underperformed VOO with an annualized return of -0.52%, while VOO has yielded a comparatively higher 13.26% annualized return.
FBTCX
-4.56%
-10.36%
-18.72%
-7.51%
-2.89%
-0.52%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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FBTCX vs. VOO - Expense Ratio Comparison
FBTCX has a 1.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FBTCX vs. VOO — Risk-Adjusted Performance Rank
FBTCX
VOO
FBTCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund Class C (FBTCX) 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
FBTCX vs. VOO - Dividend Comparison
FBTCX's dividend yield for the trailing twelve months is around 3.00%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTCX Fidelity Advisor Biotechnology Fund Class C | 3.00% | 2.87% | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 5.73% | 2.75% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FBTCX vs. VOO - Drawdown Comparison
The maximum FBTCX drawdown since its inception was -61.27%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBTCX and VOO. For additional features, visit the drawdowns tool.
Volatility
FBTCX vs. VOO - Volatility Comparison
Fidelity Advisor Biotechnology Fund Class C (FBTCX) has a higher volatility of 8.23% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that FBTCX'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.