FFSIX vs. VOO
Compare and contrast key facts about Fidelity Advisor Financial Services Fund Class I (FFSIX) and Vanguard S&P 500 ETF (VOO).
FFSIX is managed by Blackrock. It was launched on Sep 3, 1996. 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: FFSIX or VOO.
Correlation
The correlation between FFSIX and VOO is 0.78, 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
FFSIX vs. VOO - Performance Comparison
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Key characteristics
FFSIX:
0.79
VOO:
0.52
FFSIX:
1.28
VOO:
0.89
FFSIX:
1.19
VOO:
1.13
FFSIX:
0.90
VOO:
0.57
FFSIX:
2.97
VOO:
2.18
FFSIX:
6.42%
VOO:
4.85%
FFSIX:
22.71%
VOO:
19.11%
FFSIX:
-74.76%
VOO:
-33.99%
FFSIX:
-7.99%
VOO:
-7.67%
Returns By Period
In the year-to-date period, FFSIX achieves a 0.96% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, FFSIX has underperformed VOO with an annualized return of 9.65%, while VOO has yielded a comparatively higher 12.42% annualized return.
FFSIX
0.96%
12.28%
-3.93%
17.34%
19.48%
9.65%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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FFSIX vs. VOO - Expense Ratio Comparison
FFSIX has a 0.76% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FFSIX vs. VOO — Risk-Adjusted Performance Rank
FFSIX
VOO
FFSIX vs. VOO - 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 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
FFSIX vs. VOO - Dividend Comparison
FFSIX's dividend yield for the trailing twelve months is around 4.90%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFSIX Fidelity Advisor Financial Services Fund Class I | 4.90% | 4.95% | 2.45% | 6.01% | 4.31% | 2.61% | 1.43% | 4.23% | 0.62% | 0.32% | 0.63% | 1.05% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FFSIX vs. VOO - Drawdown Comparison
The maximum FFSIX drawdown since its inception was -74.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FFSIX and VOO. For additional features, visit the drawdowns tool.
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Volatility
FFSIX vs. VOO - Volatility Comparison
Fidelity Advisor Financial Services Fund Class I (FFSIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 6.92% and 6.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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