FIJDX vs. YGLD
FIJDX (Fidelity Advisor Gold Fund Class Z) and YGLD (Simplify Gold Strategy PLUS Income ETF) are both Gold funds. Both are actively managed. Over the past year, FIJDX returned 50.49% vs 11.74% for YGLD. A 0.76 correlation means they provide meaningful diversification when combined. FIJDX charges 0.60%/yr vs 0.50%/yr for YGLD.
Performance
FIJDX vs. YGLD - Performance Comparison
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Returns By Period
In the year-to-date period, FIJDX achieves a -2.05% return, which is significantly higher than YGLD's -16.76% return.
FIJDX
- 1D
- -0.85%
- 1M
- -3.06%
- YTD
- -2.05%
- 6M
- -6.85%
- 1Y
- 50.49%
- 3Y*
- 40.75%
- 5Y*
- 17.10%
- 10Y*
- —
YGLD
- 1D
- -2.32%
- 1M
- -12.41%
- YTD
- -16.76%
- 6M
- -23.00%
- 1Y
- 11.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FIJDX vs. YGLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
FIJDX Fidelity Advisor Gold Fund Class Z | -2.05% | 143.25% | -6.01% |
YGLD Simplify Gold Strategy PLUS Income ETF | -16.76% | 96.82% | -4.26% |
Correlation
The correlation between FIJDX and YGLD is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2024 | 0.76 |
The correlation between FIJDX and YGLD has been stable across timeframes, ranging from 0.76 to 0.79 - a consistent structural relationship.
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Return for Risk
FIJDX vs. YGLD — Risk / Return Rank
FIJDX
YGLD
FIJDX vs. YGLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Gold Fund Class Z (FIJDX) and Simplify Gold Strategy PLUS Income ETF (YGLD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIJDX | YGLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.09 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.47 | 0.29 | +1.18 |
| Martin ratioReturn relative to average drawdown | 3.96 | 0.69 | +3.27 |
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Drawdowns
FIJDX vs. YGLD - Drawdown Comparison
The maximum FIJDX drawdown since its inception was -50.43%, which is greater than YGLD's maximum drawdown of -40.91%. Use the drawdown chart below to compare losses from any high point for FIJDX and YGLD.
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Drawdown Indicators
| FIJDX | YGLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.43% | -40.91% | -9.52% |
Max Drawdown (1Y)Largest decline over 1 year | -35.39% | -40.91% | +5.52% |
Max Drawdown (3Y)Largest decline over 3 years | -35.39% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -45.91% | — | — |
Current DrawdownCurrent decline from peak | -28.27% | -39.93% | +11.66% |
Average DrawdownAverage peak-to-trough decline | -18.53% | -8.87% | -9.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.09% | 17.08% | -3.99% |
Volatility
FIJDX vs. YGLD - Volatility Comparison
Fidelity Advisor Gold Fund Class Z (FIJDX) has a higher volatility of 17.03% compared to Simplify Gold Strategy PLUS Income ETF (YGLD) at 11.81%. This indicates that FIJDX's price experiences larger fluctuations and is considered to be riskier than YGLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIJDX | YGLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.03% | 11.81% | +5.22% |
Volatility (6M)Calculated over the trailing 6-month period | 37.82% | 36.35% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.08% | 41.62% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.08% | 39.45% | -5.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.63% | 39.45% | -4.82% |
FIJDX vs. YGLD - Expense Ratio Comparison
FIJDX has a 0.60% expense ratio, which is higher than YGLD's 0.50% expense ratio.
Dividends
FIJDX vs. YGLD - Dividend Comparison
FIJDX's dividend yield for the trailing twelve months is around 5.23%, less than YGLD's 21.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
FIJDX Fidelity Advisor Gold Fund Class Z | 5.23% | 2.17% | 3.63% | 1.16% | 0.38% | 1.71% | 4.54% | 0.53% |
YGLD Simplify Gold Strategy PLUS Income ETF | 21.43% | 12.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FIJDX and YGLD have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIJDX has higher volatility (17.03%) compared to YGLD (11.81%). In terms of maximum drawdown, FIJDX dropped -50.43% vs YGLD's -40.91%.
FIJDX currently has the higher Sharpe Ratio (1.15 vs 0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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