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 0.87, 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:
0.37
VGT:
1.03
FDTEX:
0.56
VGT:
1.44
FDTEX:
1.09
VGT:
1.19
FDTEX:
0.39
VGT:
1.51
FDTEX:
1.28
VGT:
5.23
FDTEX:
5.61%
VGT:
4.41%
FDTEX:
19.32%
VGT:
22.44%
FDTEX:
-63.19%
VGT:
-54.63%
FDTEX:
-12.67%
VGT:
-2.96%
Returns By Period
In the year-to-date period, FDTEX achieves a 3.64% return, which is significantly higher than VGT's 1.00% return. Over the past 10 years, FDTEX has underperformed VGT with an annualized return of 4.58%, while VGT has yielded a comparatively higher 20.54% annualized return.
FDTEX
3.64%
3.64%
-0.26%
6.40%
5.20%
4.58%
VGT
1.00%
2.38%
13.68%
21.99%
19.43%
20.54%
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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 0.59%.
| 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 | 0.59% | 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 -63.19%, 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 5.15%, while Vanguard Information Technology ETF (VGT) has a volatility of 8.03%. 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.