FIKMX vs. VNQ
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) and Vanguard Real Estate ETF (VNQ).
FIKMX is managed by Fidelity. It was launched on Oct 2, 2018. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKMX or VNQ.
Correlation
The correlation between FIKMX and VNQ is 0.90, 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.
Performance
FIKMX vs. VNQ - Performance Comparison
Key characteristics
FIKMX:
2.07
VNQ:
0.89
FIKMX:
2.92
VNQ:
1.26
FIKMX:
1.39
VNQ:
1.16
FIKMX:
1.08
VNQ:
0.54
FIKMX:
8.32
VNQ:
3.02
FIKMX:
1.25%
VNQ:
4.65%
FIKMX:
5.05%
VNQ:
15.81%
FIKMX:
-34.49%
VNQ:
-73.07%
FIKMX:
-0.55%
VNQ:
-10.18%
Returns By Period
In the year-to-date period, FIKMX achieves a 1.94% return, which is significantly lower than VNQ's 3.90% return.
FIKMX
1.94%
1.00%
2.41%
10.22%
2.89%
N/A
VNQ
3.90%
1.34%
1.61%
13.61%
2.34%
4.93%
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FIKMX vs. VNQ - Expense Ratio Comparison
FIKMX has a 0.59% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
FIKMX vs. VNQ — Risk-Adjusted Performance Rank
FIKMX
VNQ
FIKMX vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) and Vanguard Real Estate ETF (VNQ). 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
FIKMX vs. VNQ - Dividend Comparison
FIKMX's dividend yield for the trailing twelve months is around 4.72%, more than VNQ's 3.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.72% | 4.81% | 5.15% | 4.28% | 1.45% | 4.90% | 4.51% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.71% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
FIKMX vs. VNQ - Drawdown Comparison
The maximum FIKMX drawdown since its inception was -34.49%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for FIKMX and VNQ. For additional features, visit the drawdowns tool.
Volatility
FIKMX vs. VNQ - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) is 1.41%, while Vanguard Real Estate ETF (VNQ) has a volatility of 3.99%. This indicates that FIKMX experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.