FIATX vs. VOO
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) and Vanguard S&P 500 ETF (VOO).
FIATX is managed by Fidelity. It was launched on Nov 3, 1997. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIATX or VOO.
Correlation
The correlation between FIATX and VOO is 0.80, 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. VOO - Performance Comparison
Key characteristics
FIATX:
0.74
VOO:
1.73
FIATX:
1.11
VOO:
2.34
FIATX:
1.13
VOO:
1.32
FIATX:
0.93
VOO:
2.61
FIATX:
2.87
VOO:
10.89
FIATX:
3.67%
VOO:
2.02%
FIATX:
14.32%
VOO:
12.77%
FIATX:
-65.44%
VOO:
-33.99%
FIATX:
-1.32%
VOO:
-1.05%
Returns By Period
In the year-to-date period, FIATX achieves a 6.42% return, which is significantly higher than VOO's 2.97% return. Over the past 10 years, FIATX has underperformed VOO with an annualized return of 7.47%, while VOO has yielded a comparatively higher 13.21% annualized return.
FIATX
6.42%
8.11%
5.34%
12.75%
6.14%
7.47%
VOO
2.97%
3.78%
11.71%
23.82%
14.14%
13.21%
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FIATX vs. VOO - Expense Ratio Comparison
FIATX has a 1.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FIATX vs. VOO — Risk-Adjusted Performance Rank
FIATX
VOO
FIATX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FIATX's dividend yield for the trailing twelve months is around 0.32%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FIATX vs. VOO - Drawdown Comparison
The maximum FIATX drawdown since its inception was -65.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FIATX and VOO. For additional features, visit the drawdowns tool.
Volatility
FIATX vs. VOO - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) has a higher volatility of 4.05% compared to Vanguard S&P 500 ETF (VOO) at 3.44%. This indicates that FIATX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.