Correlation
The correlation between FGIZX and JQUA is 0.89, 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.
FGIZX vs. JQUA
Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGIZX) and JPMorgan U.S. Quality Factor ETF (JQUA).
FGIZX is managed by Fidelity. It was launched on Feb 1, 2017. JQUA is a passively managed fund by JPMorgan Chase that tracks the performance of the JP Morgan US Quality Factor Index. It was launched on Nov 8, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGIZX or JQUA.
Performance
FGIZX vs. JQUA - Performance Comparison
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Key characteristics
FGIZX:
0.72
JQUA:
0.91
FGIZX:
0.93
JQUA:
1.25
FGIZX:
1.13
JQUA:
1.18
FGIZX:
0.92
JQUA:
0.85
FGIZX:
2.18
JQUA:
3.37
FGIZX:
3.38%
JQUA:
4.22%
FGIZX:
11.91%
JQUA:
17.59%
FGIZX:
-35.90%
JQUA:
-32.92%
FGIZX:
-6.13%
JQUA:
-3.14%
Returns By Period
In the year-to-date period, FGIZX achieves a -0.72% return, which is significantly lower than JQUA's 2.73% return.
FGIZX
-0.72%
0.00%
-4.63%
8.54%
11.67%
16.39%
N/A
JQUA
2.73%
4.97%
-0.75%
15.82%
14.73%
15.77%
N/A
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FGIZX vs. JQUA - Expense Ratio Comparison
FGIZX has a 0.53% expense ratio, which is higher than JQUA's 0.12% expense ratio.
Risk-Adjusted Performance
FGIZX vs. JQUA — Risk-Adjusted Performance Rank
FGIZX
JQUA
FGIZX vs. JQUA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGIZX) and JPMorgan U.S. Quality Factor ETF (JQUA). 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
FGIZX vs. JQUA - Dividend Comparison
FGIZX's dividend yield for the trailing twelve months is around 7.91%, more than JQUA's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FGIZX Fidelity Advisor Growth & Income Fund Class Z | 7.91% | 6.21% | 2.88% | 1.95% | 4.28% | 5.18% | 7.38% | 14.94% | 9.48% |
JQUA JPMorgan U.S. Quality Factor ETF | 1.29% | 1.24% | 1.22% | 1.59% | 1.32% | 1.44% | 1.67% | 2.10% | 0.39% |
Drawdowns
FGIZX vs. JQUA - Drawdown Comparison
The maximum FGIZX drawdown since its inception was -35.90%, which is greater than JQUA's maximum drawdown of -32.92%. Use the drawdown chart below to compare losses from any high point for FGIZX and JQUA.
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Volatility
FGIZX vs. JQUA - Volatility Comparison
The current volatility for Fidelity Advisor Growth & Income Fund Class Z (FGIZX) is 0.00%, while JPMorgan U.S. Quality Factor ETF (JQUA) has a volatility of 4.58%. This indicates that FGIZX experiences smaller price fluctuations and is considered to be less risky than JQUA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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