FIDLX vs. IWY
Compare and contrast key facts about Fidelity Advisor Large Cap Fund Class Z (FIDLX) and iShares Russell Top 200 Growth ETF (IWY).
FIDLX is managed by Fidelity. It was launched on Feb 1, 2017. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Performance
FIDLX vs. IWY - Performance Comparison
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FIDLX vs. IWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIDLX Fidelity Advisor Large Cap Fund Class Z | 0.00% | 19.77% | 26.52% | 23.65% | -7.81% | 25.99% | 8.97% | 31.90% | -8.31% | 13.58% |
IWY iShares Russell Top 200 Growth ETF | -9.30% | 18.19% | 34.89% | 46.49% | -29.91% | 31.05% | 39.01% | 36.20% | -0.72% | 25.37% |
Returns By Period
FIDLX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -1.18%
- 1Y
- 22.06%
- 3Y*
- 20.71%
- 5Y*
- 13.86%
- 10Y*
- —
IWY
- 1D
- 0.87%
- 1M
- -4.60%
- YTD
- -9.30%
- 6M
- -8.67%
- 1Y
- 18.58%
- 3Y*
- 22.41%
- 5Y*
- 13.61%
- 10Y*
- 17.59%
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FIDLX vs. IWY - Expense Ratio Comparison
FIDLX has a 0.42% expense ratio, which is higher than IWY's 0.20% expense ratio.
Return for Risk
FIDLX vs. IWY — Risk / Return Rank
FIDLX
IWY
FIDLX vs. IWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class Z (FIDLX) and iShares Russell Top 200 Growth ETF (IWY). 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.
| FIDLX | IWY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.84 | +0.62 |
Sortino ratioReturn per unit of downside risk | 2.08 | 1.35 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.19 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.17 | -0.05 |
Martin ratioReturn relative to average drawdown | 4.68 | 3.89 | +0.79 |
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
| FIDLX | IWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.84 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.64 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.87 | -0.13 |
Correlation
The correlation between FIDLX and IWY is 0.75, 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.
Dividends
FIDLX vs. IWY - Dividend Comparison
FIDLX's dividend yield for the trailing twelve months is around 5.87%, more than IWY's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDLX Fidelity Advisor Large Cap Fund Class Z | 5.87% | 5.87% | 6.23% | 3.56% | 2.42% | 6.64% | 5.53% | 8.55% | 17.01% | 6.13% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.39% | 0.36% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% |
Drawdowns
FIDLX vs. IWY - Drawdown Comparison
The maximum FIDLX drawdown since its inception was -37.51%, which is greater than IWY's maximum drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for FIDLX and IWY.
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Drawdown Indicators
| FIDLX | IWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.51% | -32.68% | -4.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -16.63% | +4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -21.42% | -32.68% | +11.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.68% | — |
Current DrawdownCurrent decline from peak | -4.17% | -12.77% | +8.60% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -4.77% | +0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 4.99% | -1.46% |
Volatility
FIDLX vs. IWY - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class Z (FIDLX) is 0.00%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 6.70%. This indicates that FIDLX experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIDLX | IWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 6.70% | -6.70% |
Volatility (6M)Calculated over the trailing 6-month period | 5.84% | 12.40% | -6.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.14% | 22.29% | -5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.54% | 21.49% | -4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.06% | 20.92% | -1.86% |