Correlation
The correlation between FHECX and VGT is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FHECX vs. VGT
Compare and contrast key facts about Fidelity Advisor Real Estate Fund Class C (FHECX) and Vanguard Information Technology ETF (VGT).
FHECX is managed by Fidelity. It was launched on Sep 12, 2002. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHECX or VGT.
Performance
FHECX vs. VGT - Performance Comparison
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Key characteristics
FHECX:
0.78
VGT:
0.47
FHECX:
1.21
VGT:
0.71
FHECX:
1.16
VGT:
1.10
FHECX:
0.54
VGT:
0.40
FHECX:
2.66
VGT:
1.29
FHECX:
5.60%
VGT:
8.45%
FHECX:
18.12%
VGT:
30.25%
FHECX:
-76.44%
VGT:
-54.63%
FHECX:
-16.42%
VGT:
-6.19%
Returns By Period
In the year-to-date period, FHECX achieves a 1.23% return, which is significantly higher than VGT's -2.36% return. Over the past 10 years, FHECX has underperformed VGT with an annualized return of 2.89%, while VGT has yielded a comparatively higher 19.78% annualized return.
FHECX
1.23%
0.97%
-6.71%
11.94%
-0.68%
4.66%
2.89%
VGT
-2.36%
8.44%
-2.31%
14.03%
19.73%
19.26%
19.78%
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FHECX vs. VGT - Expense Ratio Comparison
FHECX has a 1.86% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FHECX vs. VGT — Risk-Adjusted Performance Rank
FHECX
VGT
FHECX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Fund Class C (FHECX) and Vanguard Information Technology ETF (VGT). 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
FHECX vs. VGT - Dividend Comparison
FHECX's dividend yield for the trailing twelve months is around 8.03%, more than VGT's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHECX Fidelity Advisor Real Estate Fund Class C | 8.03% | 8.13% | 1.48% | 19.33% | 5.62% | 3.30% | 7.91% | 5.68% | 6.10% | 6.27% | 3.33% | 7.29% |
VGT Vanguard Information Technology ETF | 0.53% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FHECX vs. VGT - Drawdown Comparison
The maximum FHECX drawdown since its inception was -76.44%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FHECX and VGT.
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Volatility
FHECX vs. VGT - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Fund Class C (FHECX) is 4.86%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.70%. This indicates that FHECX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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