Correlation
The correlation between FCPIX and VGT is 0.78, 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.
FCPIX vs. VGT
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) and Vanguard Information Technology ETF (VGT).
FCPIX is managed by Fidelity. It was launched on Nov 3, 1997. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPIX or VGT.
Performance
FCPIX vs. VGT - Performance Comparison
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Key characteristics
FCPIX:
0.82
VGT:
0.47
FCPIX:
1.14
VGT:
0.71
FCPIX:
1.16
VGT:
1.10
FCPIX:
0.89
VGT:
0.40
FCPIX:
3.43
VGT:
1.29
FCPIX:
4.22%
VGT:
8.45%
FCPIX:
19.93%
VGT:
30.25%
FCPIX:
-65.25%
VGT:
-54.63%
FCPIX:
-0.82%
VGT:
-6.19%
Returns By Period
In the year-to-date period, FCPIX achieves a 14.29% return, which is significantly higher than VGT's -2.36% return. Over the past 10 years, FCPIX has underperformed VGT with an annualized return of 8.81%, while VGT has yielded a comparatively higher 19.78% annualized return.
FCPIX
14.29%
6.42%
10.96%
15.32%
14.04%
11.05%
8.81%
VGT
-2.36%
8.44%
-2.31%
14.03%
19.73%
19.26%
19.78%
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FCPIX vs. VGT - Expense Ratio Comparison
FCPIX has a 0.97% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FCPIX vs. VGT — Risk-Adjusted Performance Rank
FCPIX
VGT
FCPIX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) and Vanguard Information Technology ETF (VGT). 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
FCPIX vs. VGT - Dividend Comparison
FCPIX's dividend yield for the trailing twelve months is around 0.61%, more than VGT's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPIX Fidelity Advisor International Capital Appreciation Fund Class I | 0.61% | 0.70% | 0.36% | 0.00% | 3.79% | 0.11% | 0.54% | 0.54% | 0.21% | 0.37% | 0.24% | 0.43% |
VGT Vanguard Information Technology ETF | 0.53% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FCPIX vs. VGT - Drawdown Comparison
The maximum FCPIX drawdown since its inception was -65.25%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FCPIX and VGT.
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Volatility
FCPIX vs. VGT - Volatility Comparison
The current volatility for Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) is 3.28%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.70%. This indicates that FCPIX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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