FIQOX vs. VT

In the year-to-date period, FIQOX achieves a -1.57% return, which is significantly lower than VT's 5.36% return.

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FIQOX has a 0.90% expense ratio, which is higher than VT's 0.07% expense ratio.

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.

The current FIQOX Sharpe Ratio is 0.20, which is lower than the VT Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FIQOX and VT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIQOX's dividend yield for the trailing twelve months is around 13.22%, more than VT's 1.83% yield.

The maximum FIQOX drawdown since its inception was -33.64%, 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.

Fidelity Advisor Worldwide Fund Class Z (FIQOX) has a higher volatility of 4.28% compared to Vanguard Total World Stock ETF (VT) at 3.82%. 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.