FIATX vs. SPYD
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
FIATX is managed by Fidelity. It was launched on Nov 3, 1997. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIATX or SPYD.
Correlation
The correlation between FIATX and SPYD is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIATX vs. SPYD - Performance Comparison
Key characteristics
FIATX:
1.01
SPYD:
1.81
FIATX:
1.48
SPYD:
2.48
FIATX:
1.18
SPYD:
1.32
FIATX:
1.34
SPYD:
2.28
FIATX:
3.93
SPYD:
6.84
FIATX:
3.67%
SPYD:
3.23%
FIATX:
14.19%
SPYD:
12.26%
FIATX:
-65.44%
SPYD:
-46.42%
FIATX:
0.00%
SPYD:
-5.69%
Returns By Period
In the year-to-date period, FIATX achieves a 7.99% return, which is significantly higher than SPYD's 1.90% return.
FIATX
7.99%
7.72%
4.94%
11.54%
6.44%
7.61%
SPYD
1.90%
1.66%
3.48%
19.08%
7.18%
N/A
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FIATX vs. SPYD - Expense Ratio Comparison
FIATX has a 1.49% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
FIATX vs. SPYD — Risk-Adjusted Performance Rank
FIATX
SPYD
FIATX vs. SPYD - 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 SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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. SPYD - Dividend Comparison
FIATX's dividend yield for the trailing twelve months is around 0.32%, less than SPYD's 4.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIATX Fidelity Advisor International Capital Appreciation Fund Class M | 0.32% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.23% | 4.31% | 4.66% | 5.01% | 3.68% | 4.95% | 4.43% | 4.75% | 4.63% | 4.34% | 1.13% |
Drawdowns
FIATX vs. SPYD - Drawdown Comparison
The maximum FIATX drawdown since its inception was -65.44%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for FIATX and SPYD. For additional features, visit the drawdowns tool.
Volatility
FIATX vs. SPYD - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) has a higher volatility of 4.07% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 3.18%. This indicates that FIATX's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.