FICVX vs. VCIT
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class I (FICVX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
FICVX is managed by Fidelity. It was launched on Feb 19, 2009. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Performance
FICVX vs. VCIT - Performance Comparison
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FICVX vs. VCIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FICVX Fidelity Advisor Convertible Securities Fund Class I | 1.37% | 18.28% | 8.11% | 11.39% | -15.38% | 9.93% | 42.46% | 28.58% | -1.31% | 9.03% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | -0.45% | 9.34% | 3.20% | 8.98% | -13.98% | -1.77% | 9.46% | 14.10% | -1.74% | 5.31% |
Returns By Period
In the year-to-date period, FICVX achieves a 1.37% return, which is significantly higher than VCIT's -0.45% return. Over the past 10 years, FICVX has outperformed VCIT with an annualized return of 11.11%, while VCIT has yielded a comparatively lower 3.06% annualized return.
FICVX
- 1D
- -1.71%
- 1M
- -5.61%
- YTD
- 1.37%
- 6M
- 2.53%
- 1Y
- 24.52%
- 3Y*
- 11.55%
- 5Y*
- 5.27%
- 10Y*
- 11.11%
VCIT
- 1D
- 0.55%
- 1M
- -1.98%
- YTD
- -0.45%
- 6M
- 0.69%
- 1Y
- 6.08%
- 3Y*
- 5.56%
- 5Y*
- 1.42%
- 10Y*
- 3.06%
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FICVX vs. VCIT - Expense Ratio Comparison
FICVX has a 0.70% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Return for Risk
FICVX vs. VCIT — Risk / Return Rank
FICVX
VCIT
FICVX vs. VCIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class I (FICVX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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.
| FICVX | VCIT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.26 | +0.29 |
Sortino ratioReturn per unit of downside risk | 2.11 | 1.76 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.24 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 2.07 | +0.80 |
Martin ratioReturn relative to average drawdown | 10.86 | 7.31 | +3.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FICVX | VCIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.26 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.22 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.49 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.75 | +0.19 |
Correlation
The correlation between FICVX and VCIT is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FICVX vs. VCIT - Dividend Comparison
FICVX's dividend yield for the trailing twelve months is around 11.23%, more than VCIT's 4.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FICVX Fidelity Advisor Convertible Securities Fund Class I | 11.23% | 11.38% | 2.02% | 2.12% | 3.73% | 20.65% | 10.73% | 3.28% | 9.85% | 4.09% | 4.90% | 10.39% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.72% | 4.62% | 4.43% | 3.72% | 3.03% | 2.87% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% |
Drawdowns
FICVX vs. VCIT - Drawdown Comparison
The maximum FICVX drawdown since its inception was -25.06%, which is greater than VCIT's maximum drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for FICVX and VCIT.
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Drawdown Indicators
| FICVX | VCIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.06% | -20.56% | -4.50% |
Max Drawdown (1Y)Largest decline over 1 year | -7.75% | -2.99% | -4.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.20% | -20.56% | -3.64% |
Max Drawdown (10Y)Largest decline over 10 years | -25.06% | -20.56% | -4.50% |
Current DrawdownCurrent decline from peak | -6.80% | -1.98% | -4.82% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -3.18% | -2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 0.85% | +1.20% |
Volatility
FICVX vs. VCIT - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class I (FICVX) has a higher volatility of 6.34% compared to Vanguard Intermediate-Term Corporate Bond ETF (VCIT) at 2.07%. This indicates that FICVX's price experiences larger fluctuations and is considered to be riskier than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FICVX | VCIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 2.07% | +4.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 2.84% | +9.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.65% | 4.85% | +10.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.36% | 6.60% | +6.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.50% | 6.27% | +7.23% |