FFSIX vs. VGIT
Compare and contrast key facts about Fidelity Advisor Financial Services Fund Class I (FFSIX) and Vanguard Intermediate-Term Treasury ETF (VGIT).
FFSIX is managed by Blackrock. It was launched on Sep 3, 1996. VGIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 3-10 Year Government Float Adjusted Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFSIX or VGIT.
Correlation
The correlation between FFSIX and VGIT is -0.33. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FFSIX vs. VGIT - Performance Comparison
Key characteristics
FFSIX:
2.00
VGIT:
0.40
FFSIX:
2.90
VGIT:
0.60
FFSIX:
1.38
VGIT:
1.07
FFSIX:
3.22
VGIT:
0.15
FFSIX:
10.04
VGIT:
0.90
FFSIX:
3.36%
VGIT:
2.12%
FFSIX:
16.91%
VGIT:
4.72%
FFSIX:
-74.40%
VGIT:
-16.05%
FFSIX:
-4.38%
VGIT:
-8.74%
Returns By Period
In the year-to-date period, FFSIX achieves a 4.93% return, which is significantly higher than VGIT's -0.10% return. Over the past 10 years, FFSIX has outperformed VGIT with an annualized return of 10.59%, while VGIT has yielded a comparatively lower 0.91% annualized return.
FFSIX
4.93%
3.62%
15.36%
33.21%
11.91%
10.59%
VGIT
-0.10%
0.22%
0.47%
2.24%
-0.43%
0.91%
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FFSIX vs. VGIT - Expense Ratio Comparison
FFSIX has a 0.76% expense ratio, which is higher than VGIT's 0.04% expense ratio.
Risk-Adjusted Performance
FFSIX vs. VGIT — Risk-Adjusted Performance Rank
FFSIX
VGIT
FFSIX vs. VGIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Financial Services Fund Class I (FFSIX) and Vanguard Intermediate-Term Treasury ETF (VGIT). 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
FFSIX vs. VGIT - Dividend Comparison
FFSIX's dividend yield for the trailing twelve months is around 1.45%, less than VGIT's 3.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFSIX Fidelity Advisor Financial Services Fund Class I | 1.45% | 1.52% | 2.45% | 2.04% | 1.66% | 2.12% | 1.43% | 1.35% | 0.56% | 0.32% | 0.56% | 1.53% |
VGIT Vanguard Intermediate-Term Treasury ETF | 3.68% | 3.67% | 2.72% | 1.74% | 1.69% | 2.23% | 2.24% | 2.05% | 1.67% | 1.69% | 1.69% | 1.54% |
Drawdowns
FFSIX vs. VGIT - Drawdown Comparison
The maximum FFSIX drawdown since its inception was -74.40%, which is greater than VGIT's maximum drawdown of -16.05%. Use the drawdown chart below to compare losses from any high point for FFSIX and VGIT. For additional features, visit the drawdowns tool.
Volatility
FFSIX vs. VGIT - Volatility Comparison
Fidelity Advisor Financial Services Fund Class I (FFSIX) has a higher volatility of 4.97% compared to Vanguard Intermediate-Term Treasury ETF (VGIT) at 1.26%. This indicates that FFSIX's price experiences larger fluctuations and is considered to be riskier than VGIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.