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.
Performance
FDTEX vs. VOO - Performance Comparison
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FDTEX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDTEX Fidelity Advisor Diversified Stock Fund Class M | -2.53% | 13.31% | 48.66% | 27.49% | -20.43% | 27.39% | 26.58% | 27.30% | -6.27% | 17.69% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FDTEX achieves a -2.53% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, FDTEX has outperformed VOO with an annualized return of 15.90%, while VOO has yielded a comparatively lower 14.14% annualized return.
FDTEX
- 1D
- 3.52%
- 1M
- -5.44%
- YTD
- -2.53%
- 6M
- -0.24%
- 1Y
- 18.43%
- 3Y*
- 25.21%
- 5Y*
- 14.27%
- 10Y*
- 15.90%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
FDTEX vs. VOO — Risk / Return Rank
FDTEX
VOO
FDTEX vs. VOO - Risk-Adjusted Trends 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.
| FDTEX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.01 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.53 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.55 | 0.00 |
Martin ratioReturn relative to average drawdown | 6.78 | 7.31 | -0.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDTEX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.01 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.71 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.79 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.83 | -0.35 |
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.
Dividends
FDTEX vs. VOO - Dividend Comparison
FDTEX's dividend yield for the trailing twelve months is around 6.64%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTEX Fidelity Advisor Diversified Stock Fund Class M | 6.64% | 6.47% | 28.65% | 3.15% | 8.76% | 17.04% | 4.97% | 2.62% | 13.14% | 7.87% | 1.03% | 7.93% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FDTEX vs. VOO - Drawdown Comparison
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.
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Drawdown Indicators
| FDTEX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.20% | -33.99% | -29.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.60% | -11.98% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -27.44% | -24.52% | -2.92% |
Max Drawdown (10Y)Largest decline over 10 years | -30.43% | -33.99% | +3.56% |
Current DrawdownCurrent decline from peak | -6.89% | -5.55% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -8.77% | -3.72% | -5.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.55% | +0.32% |
Volatility
FDTEX vs. VOO - Volatility Comparison
Fidelity Advisor Diversified Stock Fund Class M (FDTEX) has a higher volatility of 6.64% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| FDTEX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.64% | 5.34% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 9.47% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.47% | 18.11% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.88% | 16.82% | +7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.74% | 17.99% | +3.75% |