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FCCVX vs. XDIV.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

FCCVX vs. XDIV.TO

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class C (FCCVX) and iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO).

FCCVX is managed by Fidelity. It was launched on Feb 19, 2009. XDIV.TO is a passively managed fund by iShares that tracks the performance of the MSCI Canada High Dividend Yield 10% Security Capped Index. It was launched on Jun 12, 2017.

Performance

FCCVX vs. XDIV.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Convertible Securities Fund Class C (FCCVX) and iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO). The values are adjusted to include any dividend payments, if applicable.

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FCCVX vs. XDIV.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
FCCVX
Fidelity Advisor Convertible Securities Fund Class C		1.14%17.04%7.28%10.24%-16.22%8.77%41.00%27.26%-2.32%3.42%
XDIV.TO
iShares Core MSCI Canadian Quality Dividend Index ETF		6.92%30.91%10.12%14.25%-6.42%33.23%-5.97%31.08%-17.03%14.42%
Different Trading Currencies

FCCVX is traded in USD, while XDIV.TO is traded in CAD. To make them comparable, the XDIV.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, FCCVX achieves a 1.14% return, which is significantly lower than XDIV.TO's 6.92% return.

FCCVX

1D
-1.68%
1M
-5.66%
YTD
1.14%
6M
2.02%
1Y
23.28%
3Y*
10.49%
5Y*
4.24%
10Y*
10.03%

XDIV.TO

1D
0.90%
1M
0.50%
YTD
6.92%
6M
14.03%
1Y
32.46%
3Y*
19.05%
5Y*
13.43%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Fidelity Advisor Convertible Securities Fund Class C

iShares Core MSCI Canadian Quality Dividend Index ETF

Often compared with FCCVX:
FCCVX vs. XIC.TOFCCVX vs. XCV.TOFCCVX vs. VVL.TOFCCVX vs. XEQT.TOFCCVX vs. PPSIXFCCVX vs. DPIIXFCCVX vs. FICVX
Often compared with XDIV.TO:
XDIV.TO vs. VDY.TOXDIV.TO vs. XEI.TOXDIV.TO vs. XDV.TOXDIV.TO vs. XEQT.TOXDIV.TO vs. HDIV.TOXDIV.TO vs. XIU.TOXDIV.TO vs. CDZ.TO

FCCVX vs. XDIV.TO - Expense Ratio Comparison

FCCVX has a 1.74% expense ratio, which is higher than XDIV.TO's 0.11% expense ratio.

FCCVX
Fidelity Advisor Convertible Securities Fund Class C
XDIV.TO
iShares Core MSCI Canadian Quality Dividend Index ETF

Return for Risk

FCCVX vs. XDIV.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FCCVX
FCCVX Risk / Return Rank: 8383
Overall Rank
FCCVX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
FCCVX Sortino Ratio Rank: 8080
Sortino Ratio Rank
FCCVX Omega Ratio Rank: 7373
Omega Ratio Rank
FCCVX Calmar Ratio Rank: 9292
Calmar Ratio Rank
FCCVX Martin Ratio Rank: 9090
Martin Ratio Rank
XDIV.TO
XDIV.TO Risk / Return Rank: 9595
Overall Rank
XDIV.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
XDIV.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
XDIV.TO Omega Ratio Rank: 9797
Omega Ratio Rank
XDIV.TO Calmar Ratio Rank: 8989
Calmar Ratio Rank
XDIV.TO Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCCVX vs. XDIV.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class C (FCCVX) and iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO). 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.

FCCVXXDIV.TODifference

Sharpe ratio

Return per unit of total volatility

1.47

2.85

-1.38

Sortino ratio

Return per unit of downside risk

2.02

3.61

-1.59

Omega ratio

Gain probability vs. loss probability

1.27

1.61

-0.34

Calmar ratio

Return relative to maximum drawdown

2.71

3.27

-0.56

Martin ratio

Return relative to average drawdown

10.09

19.75

-9.66

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FCCVX vs. XDIV.TO - Sharpe Ratio Comparison

The current FCCVX Sharpe Ratio is 1.47, which is lower than the XDIV.TO Sharpe Ratio of 2.85. The chart below compares the historical Sharpe Ratios of FCCVX and XDIV.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

FCCVXXDIV.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.47

2.85

-1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.95

-0.63

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.86

0.59

+0.28

Correlation

The correlation between FCCVX and XDIV.TO is 0.56, 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.

Dividends

FCCVX vs. XDIV.TO - Dividend Comparison

FCCVX's dividend yield for the trailing twelve months is around 10.35%, more than XDIV.TO's 3.58% yield.

TTM20252024202320222021202020192018201720162015
FCCVX
Fidelity Advisor Convertible Securities Fund Class C		10.35%10.47%1.32%1.12%2.62%19.63%9.96%2.31%8.75%3.35%3.85%9.24%
XDIV.TO
iShares Core MSCI Canadian Quality Dividend Index ETF		3.58%3.81%4.29%4.20%3.95%3.58%4.58%4.02%4.85%1.82%0.00%0.00%

Drawdowns

FCCVX vs. XDIV.TO - Drawdown Comparison

The maximum FCCVX drawdown since its inception was -25.13%, smaller than the maximum XDIV.TO drawdown of -46.49%. Use the drawdown chart below to compare losses from any high point for FCCVX and XDIV.TO.

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Drawdown Indicators

FCCVXXDIV.TODifference

Max Drawdown

Largest peak-to-trough decline

-25.13%

-41.30%

+16.17%

Max Drawdown (1Y)

Largest decline over 1 year

-7.75%

-10.53%

+2.78%

Max Drawdown (5Y)

Largest decline over 5 years

-24.66%

-17.60%

-7.06%

Max Drawdown (10Y)

Largest decline over 10 years

-25.13%

—

—

Current Drawdown

Current decline from peak

-6.87%

0.00%

-6.87%

Average Drawdown

Average peak-to-trough decline

-6.24%

-4.32%

-1.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.08%

2.02%

+0.06%

Volatility

FCCVX vs. XDIV.TO - Volatility Comparison

Fidelity Advisor Convertible Securities Fund Class C (FCCVX) has a higher volatility of 6.32% compared to iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO) at 2.69%. This indicates that FCCVX's price experiences larger fluctuations and is considered to be riskier than XDIV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

FCCVXXDIV.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.32%

2.69%

+3.63%

Volatility (6M)

Calculated over the trailing 6-month period

12.07%

6.56%

+5.51%

Volatility (1Y)

Calculated over the trailing 1-year period

15.64%

11.43%

+4.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.34%

14.19%

-0.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.50%

19.38%

-5.88%