FIKHX vs. PGTAX

Last updated Apr 3, 2026

Compare and contrast key facts about Fidelity Advisor Technology Fund Class Z (FIKHX) and Putnam Global Technology Fund Class A (PGTAX).

FIKHX is managed by Fidelity. It was launched on Oct 2, 2018. PGTAX is a passively managed fund by Putnam that tracks the performance of the MSCI ACWI Information Technology Index (NR). It was launched on Dec 18, 2008.

Performance

FIKHX vs. PGTAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Technology Fund Class Z (FIKHX) and Putnam Global Technology Fund Class A (PGTAX). The values are adjusted to include any dividend payments, if applicable.

FIKHX vs. PGTAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
FIKHX Fidelity Advisor Technology Fund Class Z	0.00%	24.77%	35.52%	59.89%	-35.93%	27.74%	64.56%	51.18%	-17.39%
PGTAX Putnam Global Technology Fund Class A	-3.86%	23.03%	27.57%	53.42%	-32.46%	11.44%	70.50%	47.20%	-16.10%

Returns By Period

FIKHX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PGTAX

• 1D: 4.59%
• 1M: -2.54%
• YTD: -3.86%
• 6M: -4.95%
• 1Y: 33.86%
• 3Y*: 23.29%
• 5Y*: 10.52%
• 10Y*: 21.07%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FIKHX vs. PGTAX - Expense Ratio Comparison

FIKHX has a 0.59% expense ratio, which is lower than PGTAX's 1.04% expense ratio.

PGTAX

Putnam Global Technology Fund Class A

FIKHX

Fidelity Advisor Technology Fund Class Z

Return for Risk

FIKHX vs. PGTAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PGTAX

PGTAX Risk / Return Rank: 70
PGTAX Sharpe Ratio Rank: 64
PGTAX Sortino Ratio Rank: 67
PGTAX Omega Ratio Rank: 62
PGTAX Calmar Ratio Rank: 86
PGTAX Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIKHX vs. PGTAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class Z (FIKHX) and Putnam Global Technology Fund Class A (PGTAX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	FIKHX	PGTAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.29	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.43	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.88	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.84	—

Correlation

The correlation between FIKHX and PGTAX is 0.91, 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.

Dividends

FIKHX vs. PGTAX - Dividend Comparison

FIKHX's dividend yield for the trailing twelve months is around 9.85%, less than PGTAX's 11.91% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIKHX Fidelity Advisor Technology Fund Class Z	9.85%	9.85%	7.33%	3.86%	3.32%	11.52%	7.42%	2.64%	22.38%	0.00%	0.00%	0.00%
PGTAX Putnam Global Technology Fund Class A	11.91%	11.45%	6.71%	0.38%	1.52%	22.04%	14.04%	2.49%	9.37%	6.91%	0.83%	4.64%

Drawdowns

Drawdown Indicators

	FIKHX	PGTAX	Difference
Max Drawdown Largest peak-to-trough decline	—	-42.21%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.52%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-42.21%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-42.21%	—
Current Drawdown Current decline from peak	—	-9.71%	—
Average Drawdown Average peak-to-trough decline	—	-6.72%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.60%	—

Volatility

Volatility by Period

	FIKHX	PGTAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	9.39%	—
Volatility (6M) Calculated over the trailing 6-month period	—	17.20%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	28.33%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	24.75%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	23.91%	—