FIATX vs. QQQI
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) and NEOS Nasdaq 100 High Income ETF (QQQI).
FIATX is managed by Fidelity. It was launched on Nov 3, 1997. QQQI is an actively managed fund by Neos Investments. It was launched on Jan 30, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIATX or QQQI.
Correlation
The correlation between FIATX and QQQI is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FIATX vs. QQQI - Performance Comparison
Key characteristics
FIATX:
1.01
QQQI:
1.58
FIATX:
1.48
QQQI:
2.14
FIATX:
1.18
QQQI:
1.30
FIATX:
1.34
QQQI:
2.09
FIATX:
3.93
QQQI:
8.90
FIATX:
3.67%
QQQI:
2.51%
FIATX:
14.19%
QQQI:
14.15%
FIATX:
-65.44%
QQQI:
-10.67%
FIATX:
0.00%
QQQI:
0.00%
Returns By Period
In the year-to-date period, FIATX achieves a 7.99% return, which is significantly higher than QQQI's 4.75% return.
FIATX
7.99%
7.72%
4.94%
11.54%
6.44%
7.61%
QQQI
4.75%
3.58%
14.18%
23.46%
N/A
N/A
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FIATX vs. QQQI - Expense Ratio Comparison
FIATX has a 1.49% expense ratio, which is higher than QQQI's 0.68% expense ratio.
Risk-Adjusted Performance
FIATX vs. QQQI — Risk-Adjusted Performance Rank
FIATX
QQQI
FIATX vs. QQQI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) and NEOS Nasdaq 100 High Income ETF (QQQI). 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.
Dividends
FIATX vs. QQQI - Dividend Comparison
FIATX's dividend yield for the trailing twelve months is around 0.32%, less than QQQI's 13.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
FIATX Fidelity Advisor International Capital Appreciation Fund Class M | 0.32% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.20% |
QQQI NEOS Nasdaq 100 High Income ETF | 13.57% | 12.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIATX vs. QQQI - Drawdown Comparison
The maximum FIATX drawdown since its inception was -65.44%, which is greater than QQQI's maximum drawdown of -10.67%. Use the drawdown chart below to compare losses from any high point for FIATX and QQQI. For additional features, visit the drawdowns tool.
Volatility
FIATX vs. QQQI - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) has a higher volatility of 4.07% compared to NEOS Nasdaq 100 High Income ETF (QQQI) at 3.76%. This indicates that FIATX's price experiences larger fluctuations and is considered to be riskier than QQQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.