FDTEX vs. VOO

In the year-to-date period, FDTEX achieves a -3.64% return, which is significantly lower than VOO's -0.19% return. Over the past 10 years, FDTEX has underperformed VOO with an annualized return of 3.62%, while VOO has yielded a comparatively higher 12.67% annualized return.

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FDTEX has a 1.13% expense ratio, which is higher than VOO's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class M (FDTEX) 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.

The current FDTEX Sharpe Ratio is -0.25, which is lower than the VOO Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of FDTEX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDTEX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.30%.

The maximum FDTEX drawdown since its inception was -63.20%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDTEX and VOO. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Diversified Stock Fund Class M (FDTEX) is 5.95%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.36%. This indicates that FDTEX 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.