FIKCX vs. VOOG

In the year-to-date period, FIKCX achieves a -4.53% return, which is significantly lower than VOOG's 2.12% return.

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FIKCX has a 0.59% expense ratio, which is higher than VOOG's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class Z (FIKCX) and Vanguard S&P 500 Growth ETF (VOOG). 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.

The current FIKCX Sharpe Ratio is -0.65, which is lower than the VOOG Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of FIKCX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIKCX's dividend yield for the trailing twelve months is around 11.38%, more than VOOG's 0.55% yield.

The maximum FIKCX drawdown since its inception was -33.17%, roughly equal to the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FIKCX and VOOG. For additional features, visit the drawdowns tool.

Fidelity Advisor Health Care Fund Class Z (FIKCX) has a higher volatility of 6.84% compared to Vanguard S&P 500 Growth ETF (VOOG) at 5.74%. This indicates that FIKCX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.