FELCX vs. FTEC

In the year-to-date period, FELCX achieves a -7.38% return, which is significantly lower than FTEC's -3.57% return. Over the past 10 years, FELCX has underperformed FTEC with an annualized return of 16.25%, while FTEC has yielded a comparatively higher 19.49% annualized return.

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FELCX has a 1.76% expense ratio, which is higher than FTEC's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class C (FELCX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.

The current FELCX Sharpe Ratio is -0.08, which is lower than the FTEC Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of FELCX and FTEC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FELCX has not paid dividends to shareholders, while FTEC's dividend yield for the trailing twelve months is around 0.50%.

The maximum FELCX drawdown since its inception was -72.55%, which is greater than FTEC's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for FELCX and FTEC. For additional features, visit the drawdowns tool.

Fidelity Advisor Semiconductors Fund Class C (FELCX) has a higher volatility of 12.49% compared to Fidelity MSCI Information Technology Index ETF (FTEC) at 8.77%. This indicates that FELCX's price experiences larger fluctuations and is considered to be riskier than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.