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FFSIX vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.0
Correlation: 0.8

Performance

FFSIX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Financial Services Fund Class I (FFSIX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
298.98%
528.25%
FFSIX
VOO

Key characteristics

Sharpe Ratio

FFSIX:

0.65

VOO:

0.32

Sortino Ratio

FFSIX:

1.03

VOO:

0.57

Omega Ratio

FFSIX:

1.15

VOO:

1.08

Calmar Ratio

FFSIX:

0.69

VOO:

0.32

Martin Ratio

FFSIX:

2.52

VOO:

1.42

Ulcer Index

FFSIX:

5.77%

VOO:

4.19%

Daily Std Dev

FFSIX:

22.28%

VOO:

18.73%

Max Drawdown

FFSIX:

-74.76%

VOO:

-33.99%

Current Drawdown

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

YTD

-7.57%

1M

-7.29%

6M

-8.04%

1Y

11.93%

5Y*

18.10%

10Y*

8.76%

VOO

YTD

-9.88%

1M

-6.64%

6M

-9.35%

1Y

7.75%

5Y*

15.13%

10Y*

11.61%

*Annualized

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.


FFSIX
Fidelity Advisor Financial Services Fund Class I
Expense ratio chart for FFSIX: current value is 0.76%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FFSIX: 0.76%
Expense ratio chart for VOO: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VOO: 0.03%

Risk-Adjusted Performance

FFSIX vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FFSIX
The Risk-Adjusted Performance Rank of FFSIX is 7272
Overall Rank
The Sharpe Ratio Rank of FFSIX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of FFSIX is 7171
Sortino Ratio Rank
The Omega Ratio Rank of FFSIX is 7272
Omega Ratio Rank
The Calmar Ratio Rank of FFSIX is 8080
Calmar Ratio Rank
The Martin Ratio Rank of FFSIX is 7070
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 5757
Overall Rank
The Sharpe Ratio Rank of VOO is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 5555
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 5757
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 5959
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for FFSIX, currently valued at 0.65, compared to the broader market-1.000.001.002.003.00
FFSIX: 0.65
VOO: 0.32
The chart of Sortino ratio for FFSIX, currently valued at 1.03, compared to the broader market-2.000.002.004.006.008.00
FFSIX: 1.03
VOO: 0.57
The chart of Omega ratio for FFSIX, currently valued at 1.15, compared to the broader market0.501.001.502.002.503.00
FFSIX: 1.15
VOO: 1.08
The chart of Calmar ratio for FFSIX, currently valued at 0.69, compared to the broader market0.002.004.006.008.0010.00
FFSIX: 0.69
VOO: 0.32
The chart of Martin ratio for FFSIX, currently valued at 2.52, compared to the broader market0.0010.0020.0030.0040.0050.00
FFSIX: 2.52
VOO: 1.42

The current FFSIX Sharpe Ratio is 0.65, which is higher than the VOO Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of FFSIX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.65
0.32
FFSIX
VOO

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.


TTM20242023202220212020201920182017201620152014
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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-15.77%
-13.85%
FFSIX
VOO

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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
14.08%
13.31%
FFSIX
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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