FHKAX vs. CQQQ

In the year-to-date period, FHKAX achieves a 4.67% return, which is significantly lower than CQQQ's 9.70% return. Over the past 10 years, FHKAX has outperformed CQQQ with an annualized return of 4.68%, while CQQQ has yielded a comparatively lower 0.47% annualized return.

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FHKAX has a 1.21% expense ratio, which is higher than CQQQ's 0.70% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor China Region Fund Class A (FHKAX) and Invesco China Technology ETF (CQQQ). 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.

The current FHKAX Sharpe Ratio is 0.57, which is comparable to the CQQQ Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of FHKAX and CQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FHKAX's dividend yield for the trailing twelve months is around 1.17%, more than CQQQ's 0.26% yield.

The maximum FHKAX drawdown since its inception was -58.62%, smaller than the maximum CQQQ drawdown of -73.99%. Use the drawdown chart below to compare losses from any high point for FHKAX and CQQQ. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor China Region Fund Class A (FHKAX) is 9.38%, while Invesco China Technology ETF (CQQQ) has a volatility of 12.04%. This indicates that FHKAX experiences smaller price fluctuations and is considered to be less risky than CQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.