FDTEX vs. VOO
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class M (FDTEX) and Vanguard S&P 500 ETF (VOO).
FDTEX is managed by Fidelity. It was launched on Jul 12, 2005. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: FDTEX or VOO.
Correlation
The correlation between FDTEX and VOO is 0.96, 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. VOO - Performance Comparison
Key characteristics
FDTEX:
0.37
VOO:
1.81
FDTEX:
0.56
VOO:
2.44
FDTEX:
1.09
VOO:
1.33
FDTEX:
0.39
VOO:
2.74
FDTEX:
1.28
VOO:
11.43
FDTEX:
5.61%
VOO:
2.02%
FDTEX:
19.32%
VOO:
12.77%
FDTEX:
-63.19%
VOO:
-33.99%
FDTEX:
-12.67%
VOO:
-0.72%
Returns By Period
In the year-to-date period, FDTEX achieves a 3.64% return, which is significantly higher than VOO's 3.31% return. Over the past 10 years, FDTEX has underperformed VOO with an annualized return of 4.58%, while VOO has yielded a comparatively higher 13.25% annualized return.
FDTEX
3.64%
3.64%
-0.26%
6.40%
5.20%
4.58%
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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FDTEX vs. VOO - Expense Ratio Comparison
FDTEX has a 1.13% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FDTEX vs. VOO — Risk-Adjusted Performance Rank
FDTEX
VOO
FDTEX vs. VOO - 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 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.
Dividends
FDTEX vs. VOO - Dividend Comparison
FDTEX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.20%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FDTEX vs. VOO - Drawdown Comparison
The maximum FDTEX drawdown since its inception was -63.19%, 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.
Volatility
FDTEX vs. VOO - Volatility Comparison
Fidelity Advisor Diversified Stock Fund Class M (FDTEX) has a higher volatility of 5.15% compared to Vanguard S&P 500 ETF (VOO) at 3.40%. This indicates that FDTEX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.