FIAFX vs. SDIV

Last updated Jun 23, 2026

FIAFX (Fidelity Advisor Freedom Income Fund Class I) and SDIV (Global X SuperDividend ETF) are both funds - FIAFX is a Target Retirement Date fund managed by Fidelity, while SDIV is a Global Equities fund tracking the Solactive Global SuperDividend Index. Over the past 10 years, FIAFX returned 4.42%/yr vs 0.07%/yr for SDIV. A 0.67 correlation means they provide meaningful diversification when combined. FIAFX charges 0.47%/yr vs 0.58%/yr for SDIV.

Performance

FIAFX vs. SDIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom Income Fund Class I (FIAFX) and Global X SuperDividend ETF (SDIV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with FIAFX having a 4.85% return and SDIV slightly lower at 4.68%. Over the past 10 years, FIAFX has outperformed SDIV with an annualized return of 4.42%, while SDIV has yielded a comparatively lower 0.07% annualized return.

FIAFX

• 1D: 0.63%
• 1M: 1.31%
• YTD: 4.85%
• 6M: 5.00%
• 1Y: 10.68%
• 3Y*: 7.68%
• 5Y*: 3.13%
• 10Y*: 4.42%

SDIV

• 1D: 0.29%
• 1M: -2.89%
• YTD: 4.68%
• 6M: 5.24%
• 1Y: 20.47%
• 3Y*: 14.92%
• 5Y*: -0.61%
• 10Y*: 0.07%

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

FIAFX vs. SDIV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FIAFX Fidelity Advisor Freedom Income Fund Class I	4.85%	10.07%	4.29%	8.05%	-11.40%	3.13%	8.79%	11.10%	-1.80%	7.30%
SDIV Global X SuperDividend ETF	4.68%	29.12%	1.77%	5.46%	-26.43%	3.76%	-20.89%	13.04%	-15.07%	11.95%

Correlation

The correlation between FIAFX and SDIV is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.60
Correlation (3Y) Calculated over the trailing 3-year period	0.61
Correlation (5Y) Calculated over the trailing 5-year period	0.60
Correlation (10Y) Calculated over the trailing 10-year period	0.61
Correlation (All Time) Calculated using the full available price history since Jun 9, 2011	0.67

The correlation between FIAFX and SDIV has been stable across timeframes, ranging from 0.60 to 0.67 - a consistent structural relationship.

Return for Risk

FIAFX vs. SDIV — Risk / Return Rank

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

FIAFX

FIAFX Risk / Return Rank: 67
FIAFX Sharpe Ratio Rank: 65
FIAFX Sortino Ratio Rank: 69
FIAFX Omega Ratio Rank: 75
FIAFX Calmar Ratio Rank: 60
FIAFX Martin Ratio Rank: 66

SDIV

SDIV Risk / Return Rank: 50
SDIV Sharpe Ratio Rank: 48
SDIV Sortino Ratio Rank: 46
SDIV Omega Ratio Rank: 45
SDIV Calmar Ratio Rank: 58
SDIV Martin Ratio Rank: 53

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.

FIAFX vs. SDIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Income Fund Class I (FIAFX) and Global X SuperDividend ETF (SDIV). 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.

	FIAFX	SDIV	Difference
Sharpe ratio: Return per unit of total volatility	2.17	1.62	+0.55
Sortino ratio: Return per unit of downside risk	3.14	2.24	+0.91
Omega ratio: Gain probability vs. loss probability	1.45	1.28	+0.16
Calmar ratio: Return relative to maximum drawdown	2.84	2.80	+0.04
Martin ratio: Return relative to average drawdown	12.11	8.82	+3.29

FIAFX vs. SDIV - Sharpe Ratio Comparison

The current FIAFX Sharpe Ratio is 2.17, which is higher than the SDIV Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of FIAFX and SDIV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FIAFX vs. SDIV - Drawdown Comparison

The maximum FIAFX drawdown since its inception was -18.94%, smaller than the maximum SDIV drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for FIAFX and SDIV.

Drawdown Indicators

	FIAFX	SDIV	Difference
Max Drawdown Largest peak-to-trough decline	-18.94%	-56.90%	+37.96%
Max Drawdown (1Y) Largest decline over 1 year	-3.78%	-7.35%	+3.57%
Max Drawdown (3Y) Largest decline over 3 years	-4.88%	-18.64%	+13.76%
Max Drawdown (5Y) Largest decline over 5 years	-15.92%	-40.32%	+24.40%
Max Drawdown (10Y) Largest decline over 10 years	-15.92%	-56.90%	+40.98%
Current Drawdown Current decline from peak	0.00%	-18.78%	+18.78%
Average Drawdown Average peak-to-trough decline	-2.09%	-18.58%	+16.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.88%	2.33%	-1.45%

Volatility

FIAFX vs. SDIV - Volatility Comparison

The current volatility for Fidelity Advisor Freedom Income Fund Class I (FIAFX) is 2.29%, while Global X SuperDividend ETF (SDIV) has a volatility of 3.88%. This indicates that FIAFX experiences smaller price fluctuations and is considered to be less risky than SDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FIAFX	SDIV	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.29%	3.88%	-1.59%
Volatility (6M) Calculated over the trailing 6-month period	4.32%	9.91%	-5.59%
Volatility (1Y) Calculated over the trailing 1-year period	4.94%	12.71%	-7.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.43%	16.86%	-11.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.69%	18.97%	-14.28%

FIAFX vs. SDIV - Expense Ratio Comparison

FIAFX has a 0.47% expense ratio, which is lower than SDIV's 0.58% expense ratio.

Dividends

FIAFX vs. SDIV - Dividend Comparison

FIAFX's dividend yield for the trailing twelve months is around 2.93%, less than SDIV's 9.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIAFX Fidelity Advisor Freedom Income Fund Class I	2.93%	3.14%	3.03%	2.88%	5.95%	5.27%	3.82%	3.77%	5.61%	3.31%	3.09%	3.04%
SDIV Global X SuperDividend ETF	9.35%	9.59%	11.33%	11.73%	14.17%	8.95%	7.96%	8.73%	9.22%	6.66%	6.95%	7.33%

Frequently Asked Questions

Can I hold both FIAFX and SDIV in my portfolio?

FIAFX and SDIV have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FIAFX or SDIV?

SDIV has higher volatility (3.88%) compared to FIAFX (2.29%). In terms of maximum drawdown, FIAFX dropped -18.94% vs SDIV's -56.90%.

Which has better risk-adjusted returns?

FIAFX currently has the higher Sharpe Ratio (2.17 vs 1.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.