FIKGX vs. VGT
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Vanguard Information Technology ETF (VGT).
FIKGX is managed by Fidelity. It was launched on Oct 2, 2018. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKGX or VGT.
Key characteristics
| FIKGX | VGT | |
|---|---|---|
| YTD Return | 50.10% | 29.93% |
| 1Y Return | 69.87% | 44.20% |
| 3Y Return (Ann) | 17.50% | 12.39% |
| 5Y Return (Ann) | 29.13% | 23.22% |
| Sharpe Ratio | 1.97 | 2.12 |
| Sortino Ratio | 2.49 | 2.70 |
| Omega Ratio | 1.33 | 1.37 |
| Calmar Ratio | 2.90 | 2.94 |
| Martin Ratio | 8.32 | 10.61 |
| Ulcer Index | 8.43% | 4.22% |
| Daily Std Dev | 35.54% | 21.11% |
| Max Drawdown | -48.21% | -54.63% |
| Current Drawdown | -4.00% | 0.00% |
Correlation
The correlation between FIKGX and VGT is 0.87, 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. VGT - Performance Comparison
In the year-to-date period, FIKGX achieves a 50.10% return, which is significantly higher than VGT's 29.93% 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. VGT - Expense Ratio Comparison
FIKGX has a 0.62% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FIKGX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
FIKGX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.60%.
| 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% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
FIKGX vs. VGT - Drawdown Comparison
The maximum FIKGX drawdown since its inception was -48.21%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FIKGX and VGT. For additional features, visit the drawdowns tool.
Volatility
FIKGX vs. VGT - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a higher volatility of 9.34% compared to Vanguard Information Technology ETF (VGT) at 6.34%. This indicates that FIKGX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.