FDESX vs. SPHQ

In the year-to-date period, FDESX achieves a -1.20% return, which is significantly lower than SPHQ's 5.84% return. Over the past 10 years, FDESX has underperformed SPHQ with an annualized return of 4.89%, while SPHQ has yielded a comparatively higher 13.40% annualized return.

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FDESX has a 0.45% expense ratio, which is higher than SPHQ's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class O (FDESX) and Invesco S&P 500® Quality ETF (SPHQ). 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 FDESX Sharpe Ratio is -0.16, which is lower than the SPHQ Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of FDESX and SPHQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDESX's dividend yield for the trailing twelve months is around 0.58%, less than SPHQ's 1.08% yield.

The maximum FDESX drawdown since its inception was -62.75%, which is greater than SPHQ's maximum drawdown of -57.83%. Use the drawdown chart below to compare losses from any high point for FDESX and SPHQ. For additional features, visit the drawdowns tool.

Fidelity Advisor Diversified Stock Fund Class O (FDESX) has a higher volatility of 5.07% compared to Invesco S&P 500® Quality ETF (SPHQ) at 4.81%. This indicates that FDESX's price experiences larger fluctuations and is considered to be riskier than SPHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.