FINSX vs. IVW
FINSX (Fidelity Advisor New Insights Fund Class I) and IVW (iShares S&P 500 Growth ETF) are both Large Cap Growth Equities funds. Over the past 10 years, FINSX returned 17.27%/yr vs 17.93%/yr for IVW. Their correlation of 0.92 suggests significant overlap in exposure. FINSX charges 0.68%/yr vs 0.18%/yr for IVW.
Performance
FINSX vs. IVW - Performance Comparison
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Returns By Period
In the year-to-date period, FINSX achieves a 11.96% return, which is significantly higher than IVW's 8.67% return. Both investments have delivered pretty close results over the past 10 years, with FINSX having a 17.27% annualized return and IVW not far ahead at 17.93%.
FINSX
- 1D
- -1.91%
- 1M
- 3.48%
- YTD
- 11.96%
- 6M
- 10.98%
- 1Y
- 28.18%
- 3Y*
- 27.61%
- 5Y*
- 15.27%
- 10Y*
- 17.27%
IVW
- 1D
- -2.32%
- 1M
- -2.04%
- YTD
- 8.67%
- 6M
- 7.44%
- 1Y
- 26.74%
- 3Y*
- 25.36%
- 5Y*
- 13.97%
- 10Y*
- 17.93%
FINSX vs. IVW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 11.96% | 21.56% | 35.26% | 36.28% | -26.40% | 24.72% | 23.94% | 29.44% | -4.38% | 28.40% |
IVW iShares S&P 500 Growth ETF | 8.67% | 21.95% | 35.82% | 29.83% | -29.50% | 31.80% | 33.19% | 30.77% | -0.21% | 27.21% |
Correlation
The correlation between FINSX and IVW is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jan 8, 2003 | 0.92 |
The correlation between FINSX and IVW has been stable across timeframes, ranging from 0.89 to 0.96 - a consistent structural relationship.
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Return for Risk
FINSX vs. IVW — Risk / Return Rank
FINSX
IVW
FINSX vs. IVW - Risk-Adjusted Trends 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.
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.
| FINSX | IVW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.28 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.95 | +0.89 |
| Martin ratioReturn relative to average drawdown | 12.38 | 7.75 | +4.63 |
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Drawdowns
FINSX vs. IVW - Drawdown Comparison
The maximum FINSX drawdown since its inception was -48.25%, 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.
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Drawdown Indicators
| FINSX | IVW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.25% | -57.33% | +9.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -13.75% | +3.36% |
Max Drawdown (3Y)Largest decline over 3 years | -20.52% | -22.15% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -31.85% | -32.72% | +0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -31.95% | -32.72% | +0.77% |
Current DrawdownCurrent decline from peak | -2.35% | -5.48% | +3.13% |
Average DrawdownAverage peak-to-trough decline | -6.77% | -17.59% | +10.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 3.46% | -1.08% |
Volatility
FINSX vs. IVW - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class I (FINSX) is 6.86%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 7.23%. 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.
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Volatility by Period
| FINSX | IVW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 7.23% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 12.28% | 13.82% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 17.06% | -1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.24% | 21.35% | -2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.38% | 20.70% | -1.32% |
FINSX vs. IVW - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than IVW's 0.18% expense ratio.
Dividends
FINSX vs. IVW - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 7.87%, more than IVW's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 7.87% | 8.45% | 5.56% | 6.12% | 16.70% | 12.20% | 7.89% | 6.56% | 13.73% | 7.73% | 5.18% | 4.59% |
IVW iShares S&P 500 Growth ETF | 0.37% | 0.40% | 0.43% | 1.03% | 0.92% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% |
Frequently Asked Questions
FINSX and IVW have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVW has higher volatility (7.23%) compared to FINSX (6.86%). In terms of maximum drawdown, FINSX dropped -48.25% vs IVW's -57.33%.
FINSX currently has the higher Sharpe Ratio (1.91 vs 1.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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