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 managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKGX or SWPPX.
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.
Performance
FIKGX vs. SWPPX - Performance Comparison
Key characteristics
FIKGX:
1.11
SWPPX:
1.90
FIKGX:
1.62
SWPPX:
2.55
FIKGX:
1.20
SWPPX:
1.35
FIKGX:
1.66
SWPPX:
2.85
FIKGX:
4.52
SWPPX:
12.54
FIKGX:
8.91%
SWPPX:
1.92%
FIKGX:
36.18%
SWPPX:
12.65%
FIKGX:
-48.21%
SWPPX:
-55.06%
FIKGX:
-7.98%
SWPPX:
-4.68%
Returns By Period
In the year-to-date period, FIKGX achieves a 43.89% return, which is significantly higher than SWPPX's 23.26% return.
FIKGX
43.89%
4.58%
-6.75%
40.00%
26.76%
N/A
SWPPX
23.26%
-1.41%
6.44%
23.34%
14.30%
12.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIKGX vs. SWPPX - Expense Ratio Comparison
FIKGX has a 0.62% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
FIKGX vs. SWPPX - Risk-Adjusted Performance 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.
Dividends
FIKGX vs. SWPPX - Dividend Comparison
Neither FIKGX nor SWPPX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.40% | 0.38% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 0.00% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% | 1.67% |
Drawdowns
FIKGX vs. SWPPX - Drawdown Comparison
The maximum FIKGX drawdown since its inception was -48.21%, 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. For additional features, visit the drawdowns tool.
Volatility
FIKGX vs. SWPPX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a higher volatility of 8.95% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.82%. 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.