FIKGX vs. SWPPX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Schwab S&P 500 Index Fund (SWPPX).
FIKGX is managed by Fidelity. It was launched on Oct 2, 2018. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
FIKGX vs. SWPPX - Performance Comparison
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FIKGX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 7.52% | 45.43% | 35.88% | 75.75% | -34.81% | 58.07% | 44.21% | 64.45% | -11.11% |
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -10.41% |
Returns By Period
In the year-to-date period, FIKGX achieves a 7.52% return, which is significantly higher than SWPPX's -4.39% return.
FIKGX
- 1D
- 7.13%
- 1M
- -4.44%
- YTD
- 7.52%
- 6M
- 14.55%
- 1Y
- 88.96%
- 3Y*
- 38.99%
- 5Y*
- 27.65%
- 10Y*
- —
SWPPX
- 1D
- 2.88%
- 1M
- -5.04%
- YTD
- -4.39%
- 6M
- -2.17%
- 1Y
- 17.28%
- 3Y*
- 18.27%
- 5Y*
- 11.76%
- 10Y*
- 14.04%
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FIKGX vs. SWPPX - Expense Ratio Comparison
FIKGX has a 0.62% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
FIKGX vs. SWPPX — Risk / Return Rank
FIKGX
SWPPX
FIKGX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Schwab S&P 500 Index Fund (SWPPX). 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.
| FIKGX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 0.97 | +1.29 |
Sortino ratioReturn per unit of downside risk | 2.86 | 1.49 | +1.38 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.23 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 5.22 | 1.52 | +3.70 |
Martin ratioReturn relative to average drawdown | 19.77 | 7.29 | +12.49 |
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
| FIKGX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 0.97 | +1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.70 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.48 | +0.36 |
Correlation
The correlation between FIKGX and SWPPX is 0.79, 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
FIKGX vs. SWPPX - Dividend Comparison
FIKGX's dividend yield for the trailing twelve months is around 6.20%, more than SWPPX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 6.20% | 6.67% | 0.00% | 3.14% | 3.08% | 4.19% | 4.54% | 1.08% | 19.72% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
FIKGX vs. SWPPX - Drawdown Comparison
The maximum FIKGX drawdown since its inception was -45.98%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for FIKGX and SWPPX.
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Drawdown Indicators
| FIKGX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.98% | -55.06% | +9.08% |
Max Drawdown (1Y)Largest decline over 1 year | -17.09% | -12.10% | -4.99% |
Max Drawdown (5Y)Largest decline over 5 years | -45.98% | -24.51% | -21.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.80% | — |
Current DrawdownCurrent decline from peak | -8.55% | -6.26% | -2.29% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -10.00% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 2.52% | +1.99% |
Volatility
FIKGX vs. SWPPX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a higher volatility of 12.80% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.36%. This indicates that FIKGX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKGX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.80% | 5.36% | +7.44% |
Volatility (6M)Calculated over the trailing 6-month period | 25.66% | 9.55% | +16.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.19% | 18.32% | +21.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.15% | 16.94% | +21.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.39% | 18.21% | +20.18% |