FIQOX vs. VT
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class Z (FIQOX) and Vanguard Total World Stock ETF (VT).
FIQOX is managed by Fidelity. It was launched on Oct 2, 2018. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIQOX or VT.
Correlation
The correlation between FIQOX and VT 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
FIQOX vs. VT - Performance Comparison
Key characteristics
FIQOX:
0.47
VT:
1.54
FIQOX:
0.70
VT:
2.10
FIQOX:
1.11
VT:
1.28
FIQOX:
0.52
VT:
2.28
FIQOX:
1.62
VT:
9.06
FIQOX:
6.02%
VT:
2.05%
FIQOX:
20.85%
VT:
12.09%
FIQOX:
-41.07%
VT:
-50.27%
FIQOX:
-12.39%
VT:
-0.10%
Returns By Period
In the year-to-date period, FIQOX achieves a 4.20% return, which is significantly higher than VT's 3.98% return.
FIQOX
4.20%
4.03%
-0.92%
8.88%
4.86%
N/A
VT
3.98%
5.17%
9.52%
17.75%
10.35%
9.43%
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FIQOX vs. VT - Expense Ratio Comparison
FIQOX has a 0.90% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
FIQOX vs. VT — Risk-Adjusted Performance Rank
FIQOX
VT
FIQOX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class Z (FIQOX) and Vanguard Total World Stock ETF (VT). 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
FIQOX vs. VT - Dividend Comparison
FIQOX has not paid dividends to shareholders, while VT's dividend yield for the trailing twelve months is around 1.88%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIQOX Fidelity Advisor Worldwide Fund Class Z | 0.00% | 0.00% | 1.10% | 1.01% | 0.57% | 0.14% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.88% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
FIQOX vs. VT - Drawdown Comparison
The maximum FIQOX drawdown since its inception was -41.07%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for FIQOX and VT. For additional features, visit the drawdowns tool.
Volatility
FIQOX vs. VT - Volatility Comparison
Fidelity Advisor Worldwide Fund Class Z (FIQOX) has a higher volatility of 6.26% compared to Vanguard Total World Stock ETF (VT) at 3.19%. This indicates that FIQOX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.