FINSX vs. IVW
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and iShares S&P 500 Growth ETF (IVW).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. IVW is a passively managed fund by iShares that tracks the performance of the S&P 500/Citigroup Growth Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINSX or IVW.
Correlation
The correlation between FINSX and IVW is 0.92, 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
FINSX vs. IVW - Performance Comparison
Key characteristics
FINSX:
0.39
IVW:
0.71
FINSX:
0.69
IVW:
1.11
FINSX:
1.10
IVW:
1.16
FINSX:
0.39
IVW:
0.79
FINSX:
1.27
IVW:
2.75
FINSX:
6.94%
IVW:
6.37%
FINSX:
22.26%
IVW:
24.76%
FINSX:
-49.23%
IVW:
-57.33%
FINSX:
-13.23%
IVW:
-11.16%
Returns By Period
In the year-to-date period, FINSX achieves a -5.50% return, which is significantly higher than IVW's -6.64% return. Over the past 10 years, FINSX has underperformed IVW with an annualized return of 4.34%, while IVW has yielded a comparatively higher 13.86% annualized return.
FINSX
-5.50%
1.15%
-8.24%
7.37%
6.69%
4.34%
IVW
-6.64%
2.30%
-3.60%
14.98%
15.90%
13.86%
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FINSX vs. IVW - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than IVW's 0.18% expense ratio.
Risk-Adjusted Performance
FINSX vs. IVW — Risk-Adjusted Performance Rank
FINSX
IVW
FINSX vs. IVW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and iShares S&P 500 Growth ETF (IVW). 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
FINSX vs. IVW - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 0.02%, less than IVW's 0.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 0.02% | 0.04% | 0.41% | 2.76% | 0.00% | 0.01% | 0.37% | 0.27% | 0.28% | 0.42% | 0.90% | 8.00% |
IVW iShares S&P 500 Growth ETF | 0.49% | 0.43% | 1.03% | 0.89% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% | 1.37% |
Drawdowns
FINSX vs. IVW - Drawdown Comparison
The maximum FINSX drawdown since its inception was -49.23%, smaller than the maximum IVW drawdown of -57.33%. Use the drawdown chart below to compare losses from any high point for FINSX and IVW. For additional features, visit the drawdowns tool.
Volatility
FINSX vs. IVW - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class I (FINSX) is 14.26%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 16.16%. This indicates that FINSX experiences smaller price fluctuations and is considered to be less risky than IVW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.