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
Key characteristics
FINSX:
1.36
IVW:
1.75
FINSX:
1.84
IVW:
2.31
FINSX:
1.25
IVW:
1.32
FINSX:
1.12
IVW:
2.46
FINSX:
6.40
IVW:
9.46
FINSX:
3.45%
IVW:
3.32%
FINSX:
16.30%
IVW:
17.93%
FINSX:
-49.23%
IVW:
-57.33%
FINSX:
-3.31%
IVW:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with FINSX having a 5.30% return and IVW slightly lower at 5.08%. Over the past 10 years, FINSX has underperformed IVW with an annualized return of 5.56%, while IVW has yielded a comparatively higher 15.21% annualized return.
FINSX
5.30%
2.16%
6.86%
23.74%
6.46%
5.56%
IVW
5.08%
2.75%
13.70%
33.58%
16.66%
15.21%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 0.41% 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 | 0.41% | 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 4.92%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 5.34%. 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.