Correlation
The correlation between FDTZX and VOO is 0.93, 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.
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.
Performance
FDTZX vs. VOO - Performance Comparison
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Key characteristics
FDTZX:
0.84
VOO:
0.70
FDTZX:
1.20
VOO:
1.05
FDTZX:
1.18
VOO:
1.15
FDTZX:
0.83
VOO:
0.69
FDTZX:
3.19
VOO:
2.62
FDTZX:
4.95%
VOO:
4.93%
FDTZX:
20.03%
VOO:
19.55%
FDTZX:
-56.94%
VOO:
-33.99%
FDTZX:
-1.21%
VOO:
-3.45%
Returns By Period
In the year-to-date period, FDTZX achieves a 5.30% return, which is significantly higher than VOO's 1.00% return. Over the past 10 years, FDTZX has underperformed VOO with an annualized return of 11.46%, while VOO has yielded a comparatively higher 12.81% annualized return.
FDTZX
5.30%
8.51%
2.25%
16.68%
16.16%
18.55%
11.46%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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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.
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Dividends
FDTZX vs. VOO - Dividend Comparison
FDTZX's dividend yield for the trailing twelve months is around 8.83%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTZX Fidelity Advisor Capital Development Fund Class M | 8.83% | 9.30% | 4.11% | 5.35% | 5.32% | 4.07% | 7.18% | 15.77% | 6.35% | 2.35% | 5.37% | 17.31% |
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
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.
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Volatility
FDTZX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Capital Development Fund Class M (FDTZX) is 4.26%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that FDTZX 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.
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