FDTEX vs. VGT
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class M (FDTEX) and Vanguard Information Technology ETF (VGT).
FDTEX is managed by Fidelity. It was launched on Jul 12, 2005. 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: FDTEX or VGT.
Correlation
The correlation between FDTEX and VGT is 0.88, 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
FDTEX vs. VGT - Performance Comparison
Key characteristics
FDTEX:
-0.52
VGT:
0.02
FDTEX:
-0.55
VGT:
0.23
FDTEX:
0.91
VGT:
1.03
FDTEX:
-0.41
VGT:
0.02
FDTEX:
-1.19
VGT:
0.08
FDTEX:
10.49%
VGT:
7.39%
FDTEX:
23.96%
VGT:
29.50%
FDTEX:
-63.20%
VGT:
-54.63%
FDTEX:
-26.50%
VGT:
-21.79%
Returns By Period
In the year-to-date period, FDTEX achieves a -12.77% return, which is significantly higher than VGT's -18.60% return. Over the past 10 years, FDTEX has underperformed VGT with an annualized return of 2.63%, while VGT has yielded a comparatively higher 17.84% annualized return.
FDTEX
-12.77%
-7.44%
-23.19%
-10.09%
5.01%
2.63%
VGT
-18.60%
-10.35%
-16.03%
5.91%
18.85%
17.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FDTEX vs. VGT - Expense Ratio Comparison
FDTEX has a 1.13% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FDTEX vs. VGT — Risk-Adjusted Performance Rank
FDTEX
VGT
FDTEX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class M (FDTEX) 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.
Dividends
FDTEX vs. VGT - Dividend Comparison
FDTEX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.63%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTEX Fidelity Advisor Diversified Stock Fund Class M | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.11% | 0.00% | 0.69% | 1.00% | 0.99% | 10.36% |
VGT Vanguard Information Technology ETF | 0.63% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FDTEX vs. VGT - Drawdown Comparison
The maximum FDTEX drawdown since its inception was -63.20%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FDTEX and VGT. For additional features, visit the drawdowns tool.
Volatility
FDTEX vs. VGT - Volatility Comparison
The current volatility for Fidelity Advisor Diversified Stock Fund Class M (FDTEX) is 13.72%, while Vanguard Information Technology ETF (VGT) has a volatility of 18.22%. This indicates that FDTEX 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.