FIATX vs. ULTY
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) and YieldMax Ultra Option Income Strategy ETF (ULTY).
FIATX is managed by Fidelity. It was launched on Nov 3, 1997. ULTY is an actively managed fund by YieldMax. It was launched on Feb 28, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIATX or ULTY.
Correlation
The correlation between FIATX and ULTY is 0.70, 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. ULTY - Performance Comparison
Key characteristics
FIATX:
14.32%
ULTY:
27.73%
FIATX:
-65.44%
ULTY:
-20.99%
FIATX:
-1.32%
ULTY:
-1.70%
Returns By Period
In the year-to-date period, FIATX achieves a 6.42% return, which is significantly higher than ULTY's 4.20% return.
FIATX
6.42%
8.11%
5.34%
12.75%
6.14%
7.47%
ULTY
4.20%
5.17%
20.94%
N/A
N/A
N/A
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FIATX vs. ULTY - Expense Ratio Comparison
FIATX has a 1.49% expense ratio, which is higher than ULTY's 1.14% expense ratio.
Risk-Adjusted Performance
FIATX vs. ULTY — Risk-Adjusted Performance Rank
FIATX
ULTY
FIATX vs. ULTY - 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 YieldMax Ultra Option Income Strategy ETF (ULTY). 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.
Not enough dataDividends
FIATX vs. ULTY - Dividend Comparison
FIATX's dividend yield for the trailing twelve months is around 0.32%, less than ULTY's 135.38% 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% |
ULTY YieldMax Ultra Option Income Strategy ETF | 135.38% | 111.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIATX vs. ULTY - Drawdown Comparison
The maximum FIATX drawdown since its inception was -65.44%, which is greater than ULTY's maximum drawdown of -20.99%. Use the drawdown chart below to compare losses from any high point for FIATX and ULTY. For additional features, visit the drawdowns tool.
Volatility
FIATX vs. ULTY - Volatility Comparison
The current volatility for Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) is 4.05%, while YieldMax Ultra Option Income Strategy ETF (ULTY) has a volatility of 5.24%. This indicates that FIATX experiences smaller price fluctuations and is considered to be less risky than ULTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.