FDGTX vs. SPHD
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class M (FDGTX) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD).
FDGTX is managed by Fidelity. It was launched on Dec 28, 1998. SPHD is a passively managed fund by Invesco that tracks the performance of the S&P Low Volatility High Dividend index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGTX or SPHD.
Correlation
The correlation between FDGTX and SPHD is 0.74, 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
FDGTX vs. SPHD - Performance Comparison
Key characteristics
FDGTX:
0.78
SPHD:
2.20
FDGTX:
1.06
SPHD:
3.03
FDGTX:
1.16
SPHD:
1.40
FDGTX:
1.24
SPHD:
2.70
FDGTX:
3.47
SPHD:
8.39
FDGTX:
3.98%
SPHD:
2.82%
FDGTX:
17.83%
SPHD:
10.71%
FDGTX:
-61.37%
SPHD:
-41.39%
FDGTX:
-9.78%
SPHD:
-2.44%
Returns By Period
In the year-to-date period, FDGTX achieves a 1.54% return, which is significantly lower than SPHD's 4.21% return. Over the past 10 years, FDGTX has underperformed SPHD with an annualized return of 3.02%, while SPHD has yielded a comparatively higher 8.47% annualized return.
FDGTX
1.54%
-4.65%
-2.53%
11.15%
6.58%
3.02%
SPHD
4.21%
3.91%
4.10%
22.46%
7.44%
8.47%
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FDGTX vs. SPHD - Expense Ratio Comparison
FDGTX has a 1.07% expense ratio, which is higher than SPHD's 0.30% expense ratio.
Risk-Adjusted Performance
FDGTX vs. SPHD — Risk-Adjusted Performance Rank
FDGTX
SPHD
FDGTX vs. SPHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class M (FDGTX) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD). 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.
Dividends
FDGTX vs. SPHD - Dividend Comparison
FDGTX's dividend yield for the trailing twelve months is around 0.48%, less than SPHD's 2.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGTX Fidelity Advisor Dividend Growth Fund Class M | 0.48% | 0.49% | 0.92% | 0.98% | 0.41% | 1.21% | 1.24% | 1.67% | 1.20% | 0.96% | 1.59% | 12.42% |
SPHD Invesco S&P 500® High Dividend Low Volatility ETF | 2.96% | 3.41% | 4.48% | 3.89% | 3.46% | 4.89% | 4.07% | 4.40% | 3.14% | 3.83% | 3.49% | 3.24% |
Drawdowns
FDGTX vs. SPHD - Drawdown Comparison
The maximum FDGTX drawdown since its inception was -61.37%, which is greater than SPHD's maximum drawdown of -41.39%. Use the drawdown chart below to compare losses from any high point for FDGTX and SPHD. For additional features, visit the drawdowns tool.
Volatility
FDGTX vs. SPHD - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class M (FDGTX) has a higher volatility of 6.32% compared to Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) at 2.56%. This indicates that FDGTX's price experiences larger fluctuations and is considered to be riskier than SPHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.