FIKUX vs. FSKAX
Compare and contrast key facts about Fidelity Advisor Mortgage Securities Fund Class Z (FIKUX) and Fidelity Total Market Index Fund (FSKAX).
FIKUX is managed by Fidelity. It was launched on Oct 2, 2018. FSKAX is managed by Fidelity.
Performance
FIKUX vs. FSKAX - Performance Comparison
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FIKUX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKUX Fidelity Advisor Mortgage Securities Fund Class Z | 0.01% | 8.40% | 1.22% | 4.69% | -12.59% | -1.15% | 4.61% | 6.42% | 2.85% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -10.87% |
Returns By Period
In the year-to-date period, FIKUX achieves a 0.01% return, which is significantly higher than FSKAX's -6.77% return.
FIKUX
- 1D
- 0.51%
- 1M
- -2.07%
- YTD
- 0.01%
- 6M
- 1.51%
- 1Y
- 5.16%
- 3Y*
- 3.88%
- 5Y*
- 0.10%
- 10Y*
- —
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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FIKUX vs. FSKAX - Expense Ratio Comparison
FIKUX has a 0.36% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FIKUX vs. FSKAX — Risk / Return Rank
FIKUX
FSKAX
FIKUX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mortgage Securities Fund Class Z (FIKUX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FIKUX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.83 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.29 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.04 | +1.05 |
Martin ratioReturn relative to average drawdown | 5.97 | 5.05 | +0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIKUX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.83 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.59 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.78 | -0.48 |
Correlation
The correlation between FIKUX and FSKAX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FIKUX vs. FSKAX - Dividend Comparison
FIKUX's dividend yield for the trailing twelve months is around 3.70%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKUX Fidelity Advisor Mortgage Securities Fund Class Z | 3.70% | 4.01% | 4.24% | 3.31% | 1.49% | 0.68% | 2.50% | 2.69% | 0.67% | 0.00% | 0.00% | 0.00% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FIKUX vs. FSKAX - Drawdown Comparison
The maximum FIKUX drawdown since its inception was -18.63%, smaller than the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FIKUX and FSKAX.
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Drawdown Indicators
| FIKUX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.63% | -35.01% | +16.38% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -12.42% | +9.42% |
Max Drawdown (5Y)Largest decline over 5 years | -18.50% | -25.39% | +6.89% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.01% | — |
Current DrawdownCurrent decline from peak | -2.07% | -8.92% | +6.85% |
Average DrawdownAverage peak-to-trough decline | -5.13% | -4.05% | -1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 2.57% | -1.52% |
Volatility
FIKUX vs. FSKAX - Volatility Comparison
The current volatility for Fidelity Advisor Mortgage Securities Fund Class Z (FIKUX) is 1.70%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.42%. This indicates that FIKUX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKUX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.70% | 4.42% | -2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 2.67% | 9.40% | -6.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.70% | 18.50% | -13.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.77% | 17.38% | -10.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.76% | 18.42% | -12.66% |