FELTX vs. IYW

In the year-to-date period, FELTX achieves a -13.83% return, which is significantly lower than IYW's -6.97% return. Over the past 10 years, FELTX has underperformed IYW with an annualized return of 16.69%, while IYW has yielded a comparatively higher 19.48% annualized return.

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FELTX has a 1.26% expense ratio, which is higher than IYW's 0.42% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class M (FELTX) and iShares U.S. Technology ETF (IYW). 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 FELTX Sharpe Ratio is -0.18, which is lower than the IYW Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of FELTX and IYW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FELTX has not paid dividends to shareholders, while IYW's dividend yield for the trailing twelve months is around 0.22%.

The maximum FELTX drawdown since its inception was -71.42%, smaller than the maximum IYW drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for FELTX and IYW. For additional features, visit the drawdowns tool.

Fidelity Advisor Semiconductors Fund Class M (FELTX) has a higher volatility of 13.70% compared to iShares U.S. Technology ETF (IYW) at 9.55%. This indicates that FELTX's price experiences larger fluctuations and is considered to be riskier than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.