FIKHX vs. VIIIX
Compare and contrast key facts about Fidelity Advisor Technology Fund Class Z (FIKHX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
FIKHX is managed by Fidelity. It was launched on Oct 2, 2018. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKHX or VIIIX.
Performance
FIKHX vs. VIIIX - Performance Comparison
Returns By Period
In the year-to-date period, FIKHX achieves a 31.06% return, which is significantly higher than VIIIX's 24.19% return.
FIKHX
31.06%
0.23%
13.43%
34.59%
17.59%
N/A
VIIIX
24.19%
0.58%
11.40%
30.12%
13.16%
11.99%
Key characteristics
| FIKHX | VIIIX | |
|---|---|---|
| Sharpe Ratio | 1.48 | 2.46 |
| Sortino Ratio | 2.00 | 3.31 |
| Omega Ratio | 1.26 | 1.45 |
| Calmar Ratio | 1.79 | 3.59 |
| Martin Ratio | 6.96 | 15.90 |
| Ulcer Index | 4.93% | 1.91% |
| Daily Std Dev | 23.26% | 12.31% |
| Max Drawdown | -46.63% | -55.18% |
| Current Drawdown | -3.23% | -2.14% |
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FIKHX vs. VIIIX - Expense Ratio Comparison
FIKHX has a 0.59% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Correlation
The correlation between FIKHX and VIIIX 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.
Risk-Adjusted Performance
FIKHX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class Z (FIKHX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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
FIKHX vs. VIIIX - Dividend Comparison
FIKHX has not paid dividends to shareholders, while VIIIX's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKHX Fidelity Advisor Technology Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.28% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% | 1.87% |
Drawdowns
FIKHX vs. VIIIX - Drawdown Comparison
The maximum FIKHX drawdown since its inception was -46.63%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for FIKHX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
FIKHX vs. VIIIX - Volatility Comparison
Fidelity Advisor Technology Fund Class Z (FIKHX) has a higher volatility of 6.45% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 4.05%. This indicates that FIKHX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.