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 0.93, 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
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Key characteristics
FINSX:
0.73
IVW:
0.70
FINSX:
1.17
IVW:
1.17
FINSX:
1.17
IVW:
1.17
FINSX:
0.83
IVW:
0.84
FINSX:
2.83
IVW:
2.83
FINSX:
5.90%
IVW:
6.61%
FINSX:
22.03%
IVW:
25.02%
FINSX:
-49.22%
IVW:
-57.33%
FINSX:
-4.27%
IVW:
-4.34%
Returns By Period
In the year-to-date period, FINSX achieves a 2.45% return, which is significantly higher than IVW's 0.52% return. Over the past 10 years, FINSX has underperformed IVW with an annualized return of 13.03%, while IVW has yielded a comparatively higher 14.52% annualized return.
FINSX
2.45%
16.49%
3.61%
16.05%
22.09%
17.17%
13.03%
IVW
0.52%
18.69%
2.66%
17.51%
19.19%
16.64%
14.52%
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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.
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Dividends
FINSX vs. IVW - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 0.02%, less than IVW's 0.45% 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 | 0.45% | 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 -49.22%, 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.
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Volatility
FINSX vs. IVW - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class I (FINSX) is 5.06%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 5.78%. 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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