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.
Key characteristics
| FIKGX | VITAX | |
|---|---|---|
| YTD Return | 42.57% | 17.39% |
| 1Y Return | 60.01% | 33.18% |
| 3Y Return (Ann) | 29.60% | 13.92% |
| 5Y Return (Ann) | 37.50% | 23.14% |
| Sharpe Ratio | 1.95 | 1.73 |
| Daily Std Dev | 29.15% | 18.25% |
| Max Drawdown | -45.98% | -54.81% |
| Current Drawdown | -7.60% | -3.73% |
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
In the year-to-date period, FIKGX achieves a 42.57% return, which is significantly higher than VITAX's 17.39% 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. 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's dividend yield for the trailing twelve months is around 2.20%, more than VITAX's 0.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 2.20% | 3.14% | 3.08% | 4.19% | 4.54% | 1.08% | 19.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.64% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
FIKGX vs. VITAX - Drawdown Comparison
The maximum FIKGX drawdown since its inception was -45.98%, 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 9.12% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 5.52%. 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.