FIKHX vs. WSTCX

Last updated Jul 18, 2026

FIKHX (Fidelity Advisor Technology Fund Class Z) and WSTCX (Delaware Ivy Science and Technology Fund) are both Technology Equities funds. Their correlation of 0.88 suggests significant overlap in exposure. FIKHX charges 0.59%/yr vs 2.14%/yr for WSTCX.

Performance

FIKHX vs. WSTCX - Performance Comparison

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

Returns By Period

FIKHX

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

WSTCX

• 1D: -3.10%
• 1M: -5.92%
• 6M: 24.20%
• YTD: 32.46%
• 1Y: 48.30%
• 3Y*: 60.38%
• 5Y*: 29.62%
• 10Y*: 26.84%

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

FIKHX vs. WSTCX - 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%
WSTCX Delaware Ivy Science and Technology Fund	32.46%	32.86%	117.81%	39.18%	-33.22%	12.80%	35.09%	49.22%	-14.84%

Correlation

The correlation between FIKHX and WSTCX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.40
Correlation (3Y) Calculated over the trailing 3-year period	0.75
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (All Time) Calculated using the full available price history since Oct 17, 2018	0.88

Over the past year, the correlation between FIKHX and WSTCX has dropped to 0.40 - well below their long-term average of 0.88, suggesting their price drivers have been diverging.

Return for Risk

FIKHX vs. WSTCX — Risk / Return Rank

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

FIKHX

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

WSTCX

WSTCX Risk / Return Rank: 61
WSTCX Sharpe Ratio Rank: 62
WSTCX Sortino Ratio Rank: 48
WSTCX Omega Ratio Rank: 50
WSTCX Calmar Ratio Rank: 79
WSTCX Martin Ratio Rank: 64

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. WSTCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class Z (FIKHX) and Delaware Ivy Science and Technology Fund (WSTCX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FIKHX	WSTCX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.82	—
Sortino ratio: Return per unit of downside risk	—	2.31	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	2.99	—
Martin ratio: Return relative to average drawdown	—	10.17	—

Drawdowns

Drawdown Indicators

	FIKHX	WSTCX	Difference
Max Drawdown Largest peak-to-trough decline	—	-60.92%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-16.84%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-44.66%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-60.92%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-60.92%	—
Current Drawdown Current decline from peak	—	-8.88%	—
Average Drawdown Average peak-to-trough decline	—	-18.34%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.93%	—

Volatility

Volatility by Period

	FIKHX	WSTCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	10.29%	—
Volatility (6M) Calculated over the trailing 6-month period	—	23.12%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	27.72%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	74.76%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	55.15%	—

FIKHX vs. WSTCX - Expense Ratio Comparison

FIKHX has a 0.59% expense ratio, which is lower than WSTCX's 2.14% expense ratio.

Dividends

FIKHX vs. WSTCX - Dividend Comparison

FIKHX has not paid dividends to shareholders, while WSTCX's dividend yield for the trailing twelve months is around 10.08%.

Position	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%
WSTCX Delaware Ivy Science and Technology Fund	10.08%	13.35%	81.76%	21.98%	57.60%	61.50%	11.27%	13.85%	16.72%	7.61%	0.00%	2.85%

Frequently Asked Questions

Can I hold both FIKHX and WSTCX in my portfolio?

FIKHX and WSTCX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.