FDTZX vs. VOO
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class M (FDTZX) and Vanguard S&P 500 ETF (VOO).
FDTZX 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: FDTZX or VOO.
Correlation
The correlation between FDTZX and VOO is 0.92, 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
FDTZX vs. VOO - Performance Comparison
Key characteristics
FDTZX:
1.19
VOO:
1.89
FDTZX:
1.54
VOO:
2.54
FDTZX:
1.24
VOO:
1.35
FDTZX:
1.46
VOO:
2.83
FDTZX:
4.40
VOO:
11.83
FDTZX:
3.89%
VOO:
2.02%
FDTZX:
14.39%
VOO:
12.66%
FDTZX:
-56.94%
VOO:
-33.99%
FDTZX:
-6.82%
VOO:
-0.42%
Returns By Period
In the year-to-date period, FDTZX achieves a 5.49% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, FDTZX has underperformed VOO with an annualized return of 5.91%, while VOO has yielded a comparatively higher 13.26% annualized return.
FDTZX
5.49%
0.44%
3.31%
17.39%
9.88%
5.91%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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FDTZX vs. VOO - Expense Ratio Comparison
FDTZX has a 1.33% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FDTZX vs. VOO — Risk-Adjusted Performance Rank
FDTZX
VOO
FDTZX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class M (FDTZX) 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
FDTZX vs. VOO - Dividend Comparison
FDTZX's dividend yield for the trailing twelve months is around 0.56%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTZX Fidelity Advisor Capital Development Fund Class M | 0.56% | 0.60% | 0.69% | 0.85% | 1.32% | 1.08% | 1.27% | 1.15% | 0.69% | 0.77% | 0.79% | 18.02% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FDTZX vs. VOO - Drawdown Comparison
The maximum FDTZX drawdown since its inception was -56.94%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDTZX and VOO. For additional features, visit the drawdowns tool.
Volatility
FDTZX vs. VOO - Volatility Comparison
Fidelity Advisor Capital Development Fund Class M (FDTZX) has a higher volatility of 3.57% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that FDTZX'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.