FIKGX vs. SWTSX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Schwab Total Stock Market Index Fund (SWTSX).
FIKGX is managed by Fidelity. It was launched on Oct 2, 2018. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKGX or SWTSX.
Key characteristics
| FIKGX | SWTSX | |
|---|---|---|
| YTD Return | 50.10% | 25.80% |
| 1Y Return | 69.87% | 38.77% |
| 3Y Return (Ann) | 17.50% | 8.42% |
| 5Y Return (Ann) | 29.13% | 15.22% |
| Sharpe Ratio | 1.97 | 3.02 |
| Sortino Ratio | 2.49 | 4.02 |
| Omega Ratio | 1.33 | 1.56 |
| Calmar Ratio | 2.90 | 4.12 |
| Martin Ratio | 8.32 | 19.74 |
| Ulcer Index | 8.43% | 1.97% |
| Daily Std Dev | 35.54% | 12.86% |
| Max Drawdown | -48.21% | -54.60% |
| Current Drawdown | -4.00% | 0.00% |
Correlation
The correlation between FIKGX and SWTSX is 0.80, 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. SWTSX - Performance Comparison
In the year-to-date period, FIKGX achieves a 50.10% return, which is significantly higher than SWTSX's 25.80% 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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FIKGX vs. SWTSX - Expense Ratio Comparison
FIKGX has a 0.62% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
FIKGX vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Schwab Total Stock Market Index Fund (SWTSX). 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. SWTSX - Dividend Comparison
FIKGX has not paid dividends to shareholders, while SWTSX's dividend yield for the trailing twelve months is around 1.12%.
| 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% |
SWTSX Schwab Total Stock Market Index Fund | 1.12% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% | 1.51% |
Drawdowns
FIKGX vs. SWTSX - Drawdown Comparison
The maximum FIKGX drawdown since its inception was -48.21%, smaller than the maximum SWTSX drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for FIKGX and SWTSX. For additional features, visit the drawdowns tool.
Volatility
FIKGX vs. SWTSX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a higher volatility of 9.34% compared to Schwab Total Stock Market Index Fund (SWTSX) at 4.10%. This indicates that FIKGX's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.