FIKJX vs. VRTPX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Advisor Real Estate Fund Class Z (FIKJX) and Vanguard Real Estate II Index Fund (VRTPX).

FIKJX is managed by Fidelity. It was launched on Oct 2, 2018. VRTPX is managed by Vanguard. It was launched on Sep 26, 2017.

Performance

FIKJX vs. VRTPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Real Estate Fund Class Z (FIKJX) and Vanguard Real Estate II Index Fund (VRTPX). The values are adjusted to include any dividend payments, if applicable.

FIKJX vs. VRTPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
FIKJX Fidelity Advisor Real Estate Fund Class Z	2.73%	1.74%	-0.97%	11.34%	-27.80%	39.08%	-6.51%	23.24%	-4.15%
VRTPX Vanguard Real Estate II Index Fund	1.31%	2.22%	3.72%	13.17%	-26.14%	40.37%	-4.65%	28.96%	-2.80%

Returns By Period

FIKJX

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

VRTPX

• 1D: 1.52%
• 1M: -6.59%
• YTD: 1.31%
• 6M: -1.14%
• 1Y: 1.80%
• 3Y*: 6.10%
• 5Y*: 2.62%
• 10Y*: —

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

FIKJX vs. VRTPX - Expense Ratio Comparison

FIKJX has a 0.64% expense ratio, which is higher than VRTPX's 0.08% expense ratio.

FIKJX

Fidelity Advisor Real Estate Fund Class Z

VRTPX

Vanguard Real Estate II Index Fund

Return for Risk

FIKJX vs. VRTPX — Risk / Return Rank

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

VRTPX

VRTPX Risk / Return Rank: 7
VRTPX Sharpe Ratio Rank: 6
VRTPX Sortino Ratio Rank: 6
VRTPX Omega Ratio Rank: 6
VRTPX Calmar Ratio Rank: 9
VRTPX Martin Ratio Rank: 10

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.

FIKJX vs. VRTPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Fund Class Z (FIKJX) and Vanguard Real Estate II Index Fund (VRTPX). 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

	FIKJX	VRTPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.12	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.14	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.21	—

Correlation

The correlation between FIKJX and VRTPX is 0.97, 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

FIKJX vs. VRTPX - Dividend Comparison

FIKJX's dividend yield for the trailing twelve months is around 12.74%, more than VRTPX's 3.85% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
FIKJX Fidelity Advisor Real Estate Fund Class Z	12.74%	13.09%	1.04%	2.54%	18.78%	6.01%	4.17%	8.74%	5.18%	0.00%
VRTPX Vanguard Real Estate II Index Fund	3.85%	2.79%	3.80%	3.93%	4.52%	2.58%	3.92%	3.50%	4.77%	1.32%

Drawdowns

Drawdown Indicators

	FIKJX	VRTPX	Difference
Max Drawdown Largest peak-to-trough decline	—	-42.33%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.41%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-34.35%	—
Current Drawdown Current decline from peak	—	-10.22%	—
Average Drawdown Average peak-to-trough decline	—	-11.55%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.18%	—

Volatility

Volatility by Period

	FIKJX	VRTPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.52%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.25%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	16.36%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.90%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.92%	—