FELIX vs. VITAX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class I (FELIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
FELIX is managed by Fidelity. It was launched on Dec 27, 2000. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELIX or VITAX.
Correlation
The correlation between FELIX and VITAX is 0.88, 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
FELIX vs. VITAX - Performance Comparison
Key characteristics
FELIX:
-0.18
VITAX:
0.36
FELIX:
0.02
VITAX:
0.62
FELIX:
1.00
VITAX:
1.08
FELIX:
-0.29
VITAX:
0.55
FELIX:
-0.67
VITAX:
1.78
FELIX:
10.61%
VITAX:
4.71%
FELIX:
39.57%
VITAX:
23.18%
FELIX:
-71.17%
VITAX:
-54.81%
FELIX:
-24.77%
VITAX:
-12.14%
Returns By Period
In the year-to-date period, FELIX achieves a -13.38% return, which is significantly lower than VITAX's -8.50% return. Over the past 10 years, FELIX has underperformed VITAX with an annualized return of 17.92%, while VITAX has yielded a comparatively higher 19.31% annualized return.
FELIX
-13.38%
-10.87%
-6.86%
-7.93%
24.09%
17.92%
VITAX
-8.50%
-7.66%
4.39%
9.85%
20.29%
19.31%
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FELIX vs. VITAX - Expense Ratio Comparison
FELIX has a 0.75% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
FELIX vs. VITAX — Risk-Adjusted Performance Rank
FELIX
VITAX
FELIX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class I (FELIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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
FELIX vs. VITAX - Dividend Comparison
FELIX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.65%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FELIX Fidelity Advisor Semiconductors Fund Class I | 7.57% | 6.44% | 3.15% | 3.09% | 4.14% | 4.43% | 1.04% | 19.34% | 9.50% | 0.55% | 10.62% | 0.53% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.68% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FELIX vs. VITAX - Drawdown Comparison
The maximum FELIX drawdown since its inception was -71.17%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for FELIX and VITAX. For additional features, visit the drawdowns tool.
Volatility
FELIX vs. VITAX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class I (FELIX) has a higher volatility of 13.72% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 8.68%. This indicates that FELIX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.