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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDLX or IWY.
Key characteristics
| FIDLX | IWY | |
|---|---|---|
| YTD Return | 29.44% | 32.97% |
| 1Y Return | 38.40% | 39.78% |
| 3Y Return (Ann) | 13.43% | 11.83% |
| 5Y Return (Ann) | 15.89% | 21.17% |
| Sharpe Ratio | 3.12 | 2.45 |
| Sortino Ratio | 4.27 | 3.15 |
| Omega Ratio | 1.62 | 1.45 |
| Calmar Ratio | 5.06 | 3.05 |
| Martin Ratio | 22.09 | 11.62 |
| Ulcer Index | 1.86% | 3.64% |
| Daily Std Dev | 13.15% | 17.22% |
| Max Drawdown | -37.51% | -32.68% |
| Current Drawdown | -0.84% | -0.07% |
Correlation
The correlation between FIDLX and IWY is 0.74, 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
FIDLX vs. IWY - Performance Comparison
In the year-to-date period, FIDLX achieves a 29.44% return, which is significantly lower than IWY's 32.97% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
FIDLX vs. IWY - Risk-Adjusted Performance 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.
Dividends
FIDLX vs. IWY - Dividend Comparison
FIDLX's dividend yield for the trailing twelve months is around 0.79%, more than IWY's 0.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDLX Fidelity Advisor Large Cap Fund Class Z | 0.79% | 1.02% | 1.39% | 1.89% | 2.03% | 66.81% | 2.22% | 1.49% | 0.00% | 0.00% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.49% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% | 1.56% |
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. For additional features, visit the drawdowns tool.
Volatility
FIDLX vs. IWY - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class Z (FIDLX) is 3.75%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.08%. 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.