FGIRX vs. SPY
Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class A (FGIRX) and SPDR S&P 500 ETF (SPY).
FGIRX is managed by Fidelity. It was launched on Dec 31, 1996. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGIRX or SPY.
Correlation
The correlation between FGIRX and SPY is 0.93, 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
FGIRX vs. SPY - Performance Comparison
Key characteristics
FGIRX:
1.76
SPY:
2.12
FGIRX:
2.33
SPY:
2.81
FGIRX:
1.34
SPY:
1.39
FGIRX:
2.43
SPY:
3.21
FGIRX:
8.51
SPY:
13.42
FGIRX:
2.50%
SPY:
2.01%
FGIRX:
12.15%
SPY:
12.78%
FGIRX:
-55.87%
SPY:
-55.19%
FGIRX:
-3.83%
SPY:
-0.29%
Returns By Period
In the year-to-date period, FGIRX achieves a 5.35% return, which is significantly higher than SPY's 3.73% return. Over the past 10 years, FGIRX has underperformed SPY with an annualized return of 6.92%, while SPY has yielded a comparatively higher 13.60% annualized return.
FGIRX
5.35%
-1.20%
5.51%
20.46%
11.38%
6.92%
SPY
3.73%
1.11%
12.39%
26.17%
14.85%
13.60%
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FGIRX vs. SPY - Expense Ratio Comparison
FGIRX has a 0.92% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FGIRX vs. SPY — Risk-Adjusted Performance Rank
FGIRX
SPY
FGIRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class A (FGIRX) and SPDR S&P 500 ETF (SPY). 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
FGIRX vs. SPY - Dividend Comparison
FGIRX's dividend yield for the trailing twelve months is around 1.14%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIRX Fidelity Advisor Growth & Income Fund Class A | 1.14% | 1.20% | 1.31% | 1.30% | 1.63% | 1.75% | 1.76% | 2.09% | 1.25% | 1.53% | 1.99% | 9.80% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FGIRX vs. SPY - Drawdown Comparison
The maximum FGIRX drawdown since its inception was -55.87%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FGIRX and SPY. For additional features, visit the drawdowns tool.
Volatility
FGIRX vs. SPY - Volatility Comparison
Fidelity Advisor Growth & Income Fund Class A (FGIRX) has a higher volatility of 5.82% compared to SPDR S&P 500 ETF (SPY) at 4.00%. This indicates that FGIRX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.