FIKGX vs. VITAX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
FIKGX is managed by Fidelity. It was launched on Oct 2, 2018. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKGX or VITAX.
Correlation
The correlation between FIKGX and VITAX is 0.88, 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. VITAX - Performance Comparison
Key characteristics
FIKGX:
1.11
VITAX:
1.36
FIKGX:
1.62
VITAX:
1.84
FIKGX:
1.20
VITAX:
1.24
FIKGX:
1.66
VITAX:
1.93
FIKGX:
4.52
VITAX:
6.91
FIKGX:
8.91%
VITAX:
4.26%
FIKGX:
36.18%
VITAX:
21.69%
FIKGX:
-48.21%
VITAX:
-54.81%
FIKGX:
-7.98%
VITAX:
-4.09%
Returns By Period
In the year-to-date period, FIKGX achieves a 43.89% return, which is significantly higher than VITAX's 29.09% return.
FIKGX
43.89%
4.58%
-6.75%
40.00%
26.76%
N/A
VITAX
29.09%
2.80%
5.87%
28.85%
21.67%
20.71%
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FIKGX vs. VITAX - Expense Ratio Comparison
FIKGX has a 0.62% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
FIKGX vs. VITAX - 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 Index Fund Admiral Shares (VITAX). 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. VITAX - Dividend Comparison
FIKGX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.47%.
| 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.47% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
FIKGX vs. VITAX - Drawdown Comparison
The maximum FIKGX drawdown since its inception was -48.21%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for FIKGX and VITAX. For additional features, visit the drawdowns tool.
Volatility
FIKGX vs. VITAX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a higher volatility of 8.95% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 5.64%. This indicates that FIKGX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.