Correlation
The correlation between FIKHX and VOO 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.
FIKHX vs. VOO
Compare and contrast key facts about Fidelity Advisor Technology Fund Class Z (FIKHX) and Vanguard S&P 500 ETF (VOO).
FIKHX is managed by Fidelity. It was launched on Oct 2, 2018. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKHX or VOO.
Performance
FIKHX vs. VOO - Performance Comparison
Loading data...
Key characteristics
FIKHX:
0.30
VOO:
0.60
FIKHX:
0.67
VOO:
0.88
FIKHX:
1.09
VOO:
1.13
FIKHX:
0.35
VOO:
0.56
FIKHX:
1.09
VOO:
2.13
FIKHX:
9.37%
VOO:
4.91%
FIKHX:
32.82%
VOO:
19.46%
FIKHX:
-40.47%
VOO:
-33.99%
FIKHX:
-9.06%
VOO:
-5.22%
Returns By Period
In the year-to-date period, FIKHX achieves a -4.88% return, which is significantly lower than VOO's -0.85% return.
FIKHX
-4.88%
9.95%
-4.57%
8.64%
23.98%
20.33%
N/A
VOO
-0.85%
5.19%
-2.42%
10.85%
15.45%
16.18%
12.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIKHX vs. VOO - Expense Ratio Comparison
FIKHX has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FIKHX vs. VOO — Risk-Adjusted Performance Rank
FIKHX
VOO
FIKHX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class Z (FIKHX) and Vanguard S&P 500 ETF (VOO). 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.
Loading data...
Dividends
FIKHX vs. VOO - Dividend Comparison
FIKHX's dividend yield for the trailing twelve months is around 7.71%, more than VOO's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKHX Fidelity Advisor Technology Fund Class Z | 7.71% | 7.33% | 3.86% | 3.32% | 11.52% | 7.42% | 2.64% | 22.38% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FIKHX vs. VOO - Drawdown Comparison
The maximum FIKHX drawdown since its inception was -40.47%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FIKHX and VOO.
Loading data...
Volatility
FIKHX vs. VOO - Volatility Comparison
Fidelity Advisor Technology Fund Class Z (FIKHX) has a higher volatility of 6.91% compared to Vanguard S&P 500 ETF (VOO) at 4.44%. This indicates that FIKHX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...