FDTOX vs. VOO
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class A (FDTOX) and Vanguard S&P 500 ETF (VOO).
FDTOX is managed by Fidelity. It was launched on Apr 30, 1999. 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: FDTOX or VOO.
Correlation
The correlation between FDTOX 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
FDTOX vs. VOO - Performance Comparison
Loading data...
Key characteristics
FDTOX:
-0.19
VOO:
0.74
FDTOX:
-0.10
VOO:
1.15
FDTOX:
0.98
VOO:
1.17
FDTOX:
-0.16
VOO:
0.77
FDTOX:
-0.40
VOO:
2.94
FDTOX:
11.88%
VOO:
4.87%
FDTOX:
24.17%
VOO:
19.40%
FDTOX:
-71.18%
VOO:
-33.99%
FDTOX:
-17.88%
VOO:
-3.97%
Returns By Period
In the year-to-date period, FDTOX achieves a -2.76% return, which is significantly lower than VOO's 0.46% return. Over the past 10 years, FDTOX has underperformed VOO with an annualized return of 4.13%, while VOO has yielded a comparatively higher 12.74% annualized return.
FDTOX
-2.76%
9.66%
-15.94%
-4.60%
6.56%
4.13%
VOO
0.46%
9.97%
-1.04%
14.18%
17.41%
12.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FDTOX vs. VOO - Expense Ratio Comparison
FDTOX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FDTOX vs. VOO — Risk-Adjusted Performance Rank
FDTOX
VOO
FDTOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class A (FDTOX) 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.
Loading data...
Dividends
FDTOX vs. VOO - Dividend Comparison
FDTOX's dividend yield for the trailing twelve months is around 0.28%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTOX Fidelity Advisor Diversified Stock Fund Class A | 0.28% | 0.27% | 0.28% | 0.49% | 0.25% | 0.22% | 0.50% | 0.40% | 1.05% | 1.34% | 1.45% | 10.99% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FDTOX vs. VOO - Drawdown Comparison
The maximum FDTOX drawdown since its inception was -71.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDTOX and VOO. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FDTOX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Diversified Stock Fund Class A (FDTOX) is 5.70%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.22%. This indicates that FDTOX 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.
Loading data...