FHZTX vs. FULVX

Last updated Jun 24, 2026

FHZTX (Fidelity Advisor Large Cap Stock Fund Class I) and FULVX (Fidelity U.S. Low Volatility Equity Fund) are both Large Cap Blend Equities funds from Fidelity. At a 0.28 correlation, their price movements are largely independent. FHZTX charges 0.77%/yr vs 0.66%/yr for FULVX.

Performance

FHZTX vs. FULVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Large Cap Stock Fund Class I (FHZTX) and Fidelity U.S. Low Volatility Equity Fund (FULVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FHZTX

• 1D: -0.73%
• 1M: 0.60%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FULVX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FHZTX vs. FULVX - Yearly Performance Comparison

	2026 (YTD)
FHZTX Fidelity Advisor Large Cap Stock Fund Class I	9.29%
FULVX Fidelity U.S. Low Volatility Equity Fund	-0.69%

Correlation

The correlation between FHZTX and FULVX is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 16, 2026	0.28

Return for Risk

FHZTX vs. FULVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Stock Fund Class I (FHZTX) and Fidelity U.S. Low Volatility Equity Fund (FULVX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

Drawdown Indicators

	FHZTX	FULVX	Difference
Max Drawdown Largest peak-to-trough decline	-5.31%	—	—
Current Drawdown Current decline from peak	-1.01%	—	—
Average Drawdown Average peak-to-trough decline	-0.89%	—	—

Volatility

Volatility by Period

	FHZTX	FULVX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.35%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.35%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.35%	—	—

FHZTX vs. FULVX - Expense Ratio Comparison

FHZTX has a 0.77% expense ratio, which is higher than FULVX's 0.66% expense ratio.

Dividends

FHZTX vs. FULVX - Dividend Comparison

FHZTX's dividend yield for the trailing twelve months is around 4.86%, less than FULVX's 8.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
FHZTX Fidelity Advisor Large Cap Stock Fund Class I	4.86%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FULVX Fidelity U.S. Low Volatility Equity Fund	8.06%	6.82%	5.76%	1.65%	4.98%	5.35%	0.62%	0.28%

Frequently Asked Questions

Can I hold both FHZTX and FULVX in my portfolio?

FHZTX and FULVX have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.