Correlation
The correlation between FGDIX and VOO is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FGDIX vs. VOO
Compare and contrast key facts about Fidelity Advisor Gold Fund Class I (FGDIX) and Vanguard S&P 500 ETF (VOO).
FGDIX is managed by Fidelity. It was launched on Dec 12, 2006. 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: FGDIX or VOO.
Performance
FGDIX vs. VOO - Performance Comparison
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Key characteristics
FGDIX:
1.65
VOO:
0.74
FGDIX:
2.10
VOO:
1.04
FGDIX:
1.28
VOO:
1.15
FGDIX:
0.97
VOO:
0.68
FGDIX:
6.43
VOO:
2.58
FGDIX:
7.73%
VOO:
4.93%
FGDIX:
31.44%
VOO:
19.54%
FGDIX:
-77.14%
VOO:
-33.99%
FGDIX:
-20.93%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FGDIX achieves a 50.35% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, FGDIX has underperformed VOO with an annualized return of 9.41%, while VOO has yielded a comparatively higher 12.81% annualized return.
FGDIX
50.35%
2.67%
39.12%
51.35%
15.80%
7.44%
9.41%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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FGDIX vs. VOO - Expense Ratio Comparison
FGDIX has a 0.76% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FGDIX vs. VOO — Risk-Adjusted Performance Rank
FGDIX
VOO
FGDIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Gold Fund Class I (FGDIX) 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
FGDIX vs. VOO - Dividend Comparison
FGDIX's dividend yield for the trailing twelve months is around 2.26%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGDIX Fidelity Advisor Gold Fund Class I | 2.26% | 3.58% | 0.97% | 0.36% | 1.58% | 4.40% | 0.41% | 0.00% | 0.23% | 3.65% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FGDIX vs. VOO - Drawdown Comparison
The maximum FGDIX drawdown since its inception was -77.14%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FGDIX and VOO.
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Volatility
FGDIX vs. VOO - Volatility Comparison
Fidelity Advisor Gold Fund Class I (FGDIX) has a higher volatility of 13.24% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that FGDIX'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.
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