FDETX vs. VOOV
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class O (FDETX) and Vanguard S&P 500 Value ETF (VOOV).
FDETX is managed by Fidelity. It was launched on Dec 30, 1985. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value 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 VOOV.
Correlation
The correlation between FDETX and VOOV is 0.89, 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. VOOV - Performance Comparison
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Key characteristics
FDETX:
0.75
VOOV:
0.20
FDETX:
1.12
VOOV:
0.39
FDETX:
1.17
VOOV:
1.05
FDETX:
0.76
VOOV:
0.18
FDETX:
2.97
VOOV:
0.59
FDETX:
4.90%
VOOV:
5.29%
FDETX:
19.98%
VOOV:
16.25%
FDETX:
-56.06%
VOOV:
-37.31%
FDETX:
-2.59%
VOOV:
-8.14%
Returns By Period
In the year-to-date period, FDETX achieves a 3.88% return, which is significantly higher than VOOV's -1.33% return. Over the past 10 years, FDETX has outperformed VOOV with an annualized return of 11.56%, while VOOV has yielded a comparatively lower 9.47% annualized return.
FDETX
3.88%
12.79%
1.43%
14.79%
17.83%
19.90%
11.56%
VOOV
-1.33%
5.43%
-6.39%
3.27%
11.08%
14.65%
9.47%
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FDETX vs. VOOV - Expense Ratio Comparison
FDETX has a 0.56% expense ratio, which is higher than VOOV's 0.10% expense ratio.
Risk-Adjusted Performance
FDETX vs. VOOV — Risk-Adjusted Performance Rank
FDETX
VOOV
FDETX vs. VOOV - 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 Value ETF (VOOV). 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. VOOV - Dividend Comparison
FDETX's dividend yield for the trailing twelve months is around 1.03%, less than VOOV's 2.18% 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% |
VOOV Vanguard S&P 500 Value ETF | 2.18% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% |
Drawdowns
FDETX vs. VOOV - Drawdown Comparison
The maximum FDETX drawdown since its inception was -56.06%, which is greater than VOOV's maximum drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for FDETX and VOOV. For additional features, visit the drawdowns tool.
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Volatility
FDETX vs. VOOV - Volatility Comparison
Fidelity Advisor Capital Development Fund Class O (FDETX) and Vanguard S&P 500 Value ETF (VOOV) have volatilities of 4.27% and 4.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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