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
Key characteristics
FFSIX:
0.65
VOO:
0.32
FFSIX:
1.03
VOO:
0.57
FFSIX:
1.15
VOO:
1.08
FFSIX:
0.69
VOO:
0.32
FFSIX:
2.52
VOO:
1.42
FFSIX:
5.77%
VOO:
4.19%
FFSIX:
22.28%
VOO:
18.73%
FFSIX:
-74.76%
VOO:
-33.99%
FFSIX:
-15.77%
VOO:
-13.85%
Returns By Period
In the year-to-date period, FFSIX achieves a -7.57% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, FFSIX has underperformed VOO with an annualized return of 8.76%, while VOO has yielded a comparatively higher 11.61% annualized return.
FFSIX
-7.57%
-7.29%
-8.04%
11.93%
18.10%
8.76%
VOO
-9.88%
-6.64%
-9.35%
7.75%
15.13%
11.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
FFSIX vs. VOO - Dividend Comparison
FFSIX's dividend yield for the trailing twelve months is around 5.36%, more than VOO's 1.44% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FFSIX Fidelity Advisor Financial Services Fund Class I | 5.36% | 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 | 1.44% | 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.
Volatility
FFSIX vs. VOO - Volatility Comparison
Fidelity Advisor Financial Services Fund Class I (FFSIX) has a higher volatility of 14.08% compared to Vanguard S&P 500 ETF (VOO) at 13.31%. This indicates that FFSIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.