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.
Performance
FINSX vs. IVW - Performance Comparison
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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 | -4.08% | 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 | -6.94% | 21.95% | 35.82% | 29.83% | -29.50% | 31.80% | 33.19% | 30.77% | -0.21% | 27.21% |
Returns By Period
In the year-to-date period, FINSX achieves a -4.08% return, which is significantly higher than IVW's -6.94% return. Both investments have delivered pretty close results over the past 10 years, with FINSX having a 15.28% annualized return and IVW not far ahead at 15.78%.
FINSX
- 1D
- 3.62%
- 1M
- -5.86%
- YTD
- -4.08%
- 6M
- -0.44%
- 1Y
- 23.86%
- 3Y*
- 24.96%
- 5Y*
- 13.56%
- 10Y*
- 15.28%
IVW
- 1D
- 1.33%
- 1M
- -4.23%
- YTD
- -6.94%
- 6M
- -5.28%
- 1Y
- 23.09%
- 3Y*
- 22.24%
- 5Y*
- 12.40%
- 10Y*
- 15.78%
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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.
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.
| FINSX | IVW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.04 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.61 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.74 | +0.55 |
Martin ratioReturn relative to average drawdown | 9.17 | 6.75 | +2.42 |
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
| FINSX | IVW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.04 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.59 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.77 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.41 | +0.21 |
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.
Dividends
FINSX vs. IVW - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 9.19%, more than IVW's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 9.19% | 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 | 0.43% | 0.40% | 0.43% | 1.03% | 0.92% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% |
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 | -10.83% | -13.75% | +2.92% |
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 | -7.15% | -9.07% | +1.92% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -17.72% | +10.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 3.55% | -0.84% |
Volatility
FINSX vs. IVW - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class I (FINSX) is 6.65%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 7.27%. 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 | 6.65% | 7.27% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 12.67% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 22.28% | -2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 21.12% | -2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 20.54% | -1.30% |