FDTTX vs. VYM
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class A (FDTTX) and Vanguard High Dividend Yield ETF (VYM).
FDTTX is managed by Fidelity. It was launched on Apr 30, 1999. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDTTX or VYM.
Correlation
The correlation between FDTTX and VYM is 0.89, 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
FDTTX vs. VYM - Performance Comparison
Key characteristics
FDTTX:
1.11
VYM:
1.87
FDTTX:
1.46
VYM:
2.64
FDTTX:
1.23
VYM:
1.33
FDTTX:
1.41
VYM:
3.41
FDTTX:
4.21
VYM:
9.81
FDTTX:
3.80%
VYM:
2.08%
FDTTX:
14.38%
VYM:
10.91%
FDTTX:
-56.52%
VYM:
-56.98%
FDTTX:
-8.44%
VYM:
-1.29%
Returns By Period
In the year-to-date period, FDTTX achieves a 3.27% return, which is significantly lower than VYM's 4.49% return. Over the past 10 years, FDTTX has underperformed VYM with an annualized return of 6.32%, while VYM has yielded a comparatively higher 10.01% annualized return.
FDTTX
3.27%
-2.05%
0.33%
13.80%
10.08%
6.32%
VYM
4.49%
0.99%
7.53%
18.97%
10.82%
10.01%
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FDTTX vs. VYM - Expense Ratio Comparison
FDTTX has a 0.85% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
FDTTX vs. VYM — Risk-Adjusted Performance Rank
FDTTX
VYM
FDTTX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class A (FDTTX) and Vanguard High Dividend Yield ETF (VYM). 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
FDTTX vs. VYM - Dividend Comparison
FDTTX's dividend yield for the trailing twelve months is around 0.83%, less than VYM's 2.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTTX Fidelity Advisor Capital Development Fund Class A | 0.83% | 0.86% | 1.06% | 1.29% | 1.73% | 1.50% | 1.76% | 1.82% | 1.21% | 1.19% | 1.33% | 18.64% |
VYM Vanguard High Dividend Yield ETF | 2.62% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
FDTTX vs. VYM - Drawdown Comparison
The maximum FDTTX drawdown since its inception was -56.52%, roughly equal to the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FDTTX and VYM. For additional features, visit the drawdowns tool.
Volatility
FDTTX vs. VYM - Volatility Comparison
Fidelity Advisor Capital Development Fund Class A (FDTTX) has a higher volatility of 4.14% compared to Vanguard High Dividend Yield ETF (VYM) at 2.55%. This indicates that FDTTX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.