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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FICVX or VCIT.
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.
Performance
FICVX vs. VCIT - Performance Comparison
Key characteristics
FICVX:
1.30
VCIT:
1.27
FICVX:
1.72
VCIT:
1.86
FICVX:
1.24
VCIT:
1.22
FICVX:
0.53
VCIT:
0.61
FICVX:
4.82
VCIT:
3.92
FICVX:
2.84%
VCIT:
1.69%
FICVX:
10.57%
VCIT:
5.21%
FICVX:
-36.24%
VCIT:
-20.56%
FICVX:
-14.71%
VCIT:
-3.97%
Returns By Period
In the year-to-date period, FICVX achieves a 4.03% return, which is significantly higher than VCIT's 1.28% return. Over the past 10 years, FICVX has outperformed VCIT with an annualized return of 3.45%, while VCIT has yielded a comparatively lower 2.72% annualized return.
FICVX
4.03%
1.94%
8.64%
12.45%
4.29%
3.45%
VCIT
1.28%
1.62%
0.41%
5.94%
0.64%
2.72%
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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.
Risk-Adjusted Performance
FICVX vs. VCIT — Risk-Adjusted Performance Rank
FICVX
VCIT
FICVX vs. VCIT - Risk-Adjusted Performance 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.
Dividends
FICVX vs. VCIT - Dividend Comparison
FICVX's dividend yield for the trailing twelve months is around 3.16%, less than VCIT's 4.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FICVX Fidelity Advisor Convertible Securities Fund Class I | 3.16% | 3.28% | 2.12% | 2.29% | 1.63% | 2.87% | 1.45% | 3.82% | 2.58% | 3.34% | 2.83% | 5.97% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.43% | 4.43% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
Drawdowns
FICVX vs. VCIT - Drawdown Comparison
The maximum FICVX drawdown since its inception was -36.24%, 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. For additional features, visit the drawdowns tool.
Volatility
FICVX vs. VCIT - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class I (FICVX) has a higher volatility of 2.60% compared to Vanguard Intermediate-Term Corporate Bond ETF (VCIT) at 1.32%. 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.