FHZTX vs. VSMPX

Last updated Jun 5, 2026

FHZTX (Fidelity Advisor Large Cap Stock Fund Class I) and VSMPX (Vanguard Total Stock Market Index Fund Institutional Plus Shares) are both Large Cap Blend Equities funds. Their correlation of 0.94 suggests significant overlap in exposure. FHZTX charges 0.77%/yr vs 0.02%/yr for VSMPX.

Performance

FHZTX vs. VSMPX - 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 Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FHZTX

• 1D: -0.88%
• 1M: 1.51%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VSMPX

• 1D: -0.76%
• 1M: 4.07%
• YTD: 11.14%
• 6M: 10.87%
• 1Y: 28.12%
• 3Y*: 22.06%
• 5Y*: 12.70%
• 10Y*: 15.05%

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

FHZTX vs. VSMPX - Yearly Performance Comparison

	2026 (YTD)
FHZTX Fidelity Advisor Large Cap Stock Fund Class I	8.85%
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares	13.10%

Correlation

The correlation between FHZTX and VSMPX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 17, 2026	0.94

Return for Risk

FHZTX vs. VSMPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VSMPX

VSMPX Risk / Return Rank: 64
VSMPX Sharpe Ratio Rank: 61
VSMPX Sortino Ratio Rank: 56
VSMPX Omega Ratio Rank: 56
VSMPX Calmar Ratio Rank: 68
VSMPX Martin Ratio Rank: 78

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FHZTX vs. VSMPX - 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 Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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.

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

Sharpe Ratios by Period

	FHZTX	VSMPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.32	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.28	0.82	+2.46

Drawdowns

FHZTX vs. VSMPX - Drawdown Comparison

The maximum FHZTX drawdown since its inception was -5.31%, smaller than the maximum VSMPX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for FHZTX and VSMPX.

Drawdown Indicators

	FHZTX	VSMPX	Difference
Max Drawdown Largest peak-to-trough decline	-5.31%	-34.97%	+29.66%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.92%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.36%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.35%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.97%	—
Current Drawdown Current decline from peak	-1.12%	-0.76%	-0.36%
Average Drawdown Average peak-to-trough decline	-0.83%	-4.59%	+3.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.93%	—

Volatility

Volatility by Period

	FHZTX	VSMPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.05%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.20%	—
Volatility (1Y) Calculated over the trailing 1-year period	14.62%	12.22%	+2.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.62%	17.36%	-2.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.62%	18.41%	-3.79%

FHZTX vs. VSMPX - Expense Ratio Comparison

FHZTX has a 0.77% expense ratio, which is higher than VSMPX's 0.02% expense ratio.

Dividends

FHZTX vs. VSMPX - Dividend Comparison

FHZTX has not paid dividends to shareholders, while VSMPX's dividend yield for the trailing twelve months is around 1.02%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
FHZTX Fidelity Advisor Large Cap Stock Fund Class I	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares	1.02%	1.13%	1.27%	1.43%	1.67%	1.22%	1.43%	1.78%	2.05%	1.73%	1.95%

Frequently Asked Questions

Can I hold both FHZTX and VSMPX in my portfolio?

With a correlation of 0.94, FHZTX and VSMPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.