Correlation
The correlation between FCPAX and VOO is 0.80, 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.
FCPAX vs. VOO
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class A (FCPAX) and Vanguard S&P 500 ETF (VOO).
FCPAX is managed by Fidelity. It was launched on Nov 3, 1997. 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: FCPAX or VOO.
Performance
FCPAX vs. VOO - Performance Comparison
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Key characteristics
FCPAX:
0.80
VOO:
0.70
FCPAX:
1.07
VOO:
1.05
FCPAX:
1.15
VOO:
1.15
FCPAX:
0.82
VOO:
0.69
FCPAX:
3.16
VOO:
2.62
FCPAX:
4.23%
VOO:
4.93%
FCPAX:
19.97%
VOO:
19.55%
FCPAX:
-65.32%
VOO:
-33.99%
FCPAX:
-0.97%
VOO:
-3.45%
Returns By Period
In the year-to-date period, FCPAX achieves a 14.01% return, which is significantly higher than VOO's 1.00% return. Over the past 10 years, FCPAX has underperformed VOO with an annualized return of 8.55%, while VOO has yielded a comparatively higher 12.81% annualized return.
FCPAX
14.01%
7.17%
11.48%
15.82%
13.57%
10.73%
8.55%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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FCPAX vs. VOO - Expense Ratio Comparison
FCPAX has a 1.23% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FCPAX vs. VOO — Risk-Adjusted Performance Rank
FCPAX
VOO
FCPAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class A (FCPAX) 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.
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Dividends
FCPAX vs. VOO - Dividend Comparison
FCPAX's dividend yield for the trailing twelve months is around 0.47%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPAX Fidelity Advisor International Capital Appreciation Fund Class A | 0.47% | 0.54% | 0.16% | 0.00% | 3.84% | 0.00% | 0.37% | 0.22% | 0.05% | 0.11% | 0.05% | 0.21% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FCPAX vs. VOO - Drawdown Comparison
The maximum FCPAX drawdown since its inception was -65.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCPAX and VOO.
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Volatility
FCPAX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor International Capital Appreciation Fund Class A (FCPAX) is 3.32%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that FCPAX 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.
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