FDETX vs. VOO
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class O (FDETX) and Vanguard S&P 500 ETF (VOO).
FDETX is managed by Fidelity. It was launched on Dec 30, 1985. 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: FDETX or VOO.
Correlation
The correlation between FDETX and VOO is 0.93, 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.
Performance
FDETX vs. VOO - Performance Comparison
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Key characteristics
FDETX:
0.75
VOO:
0.60
FDETX:
1.12
VOO:
0.96
FDETX:
1.17
VOO:
1.14
FDETX:
0.76
VOO:
0.62
FDETX:
2.97
VOO:
2.35
FDETX:
4.90%
VOO:
4.90%
FDETX:
19.98%
VOO:
19.45%
FDETX:
-56.06%
VOO:
-33.99%
FDETX:
-2.59%
VOO:
-4.58%
Returns By Period
In the year-to-date period, FDETX achieves a 3.88% return, which is significantly higher than VOO's -0.17% return. Over the past 10 years, FDETX has underperformed VOO with an annualized return of 11.56%, while VOO has yielded a comparatively higher 12.60% annualized return.
FDETX
3.88%
12.79%
1.43%
14.79%
17.83%
19.90%
11.56%
VOO
-0.17%
10.68%
-1.11%
11.53%
15.43%
16.33%
12.60%
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FDETX vs. VOO - Expense Ratio Comparison
FDETX has a 0.56% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FDETX vs. VOO — Risk-Adjusted Performance Rank
FDETX
VOO
FDETX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class O (FDETX) 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
FDETX vs. VOO - Dividend Comparison
FDETX's dividend yield for the trailing twelve months is around 1.03%, less than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDETX Fidelity Advisor Capital Development Fund Class O | 1.03% | 1.07% | 1.27% | 1.53% | 1.93% | 1.69% | 1.96% | 2.12% | 1.45% | 1.42% | 1.62% | 18.79% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FDETX vs. VOO - Drawdown Comparison
The maximum FDETX drawdown since its inception was -56.06%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDETX and VOO. For additional features, visit the drawdowns tool.
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Volatility
FDETX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Capital Development Fund Class O (FDETX) is 4.27%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.67%. This indicates that FDETX 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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