FITIX vs. VEMPX
Compare and contrast key facts about Fidelity Advisor Mid Cap II Fund Class M (FITIX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX).
FITIX is managed by Fidelity. It was launched on Aug 12, 2004. VEMPX is managed by Vanguard. It was launched on Jan 14, 2011.
Performance
FITIX vs. VEMPX - Performance Comparison
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FITIX vs. VEMPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FITIX Fidelity Advisor Mid Cap II Fund Class M | 1.16% | 11.29% | 22.41% | 14.40% | -15.22% | 24.61% | 18.05% | 23.04% | -15.37% | 19.97% |
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | -4.53% | 11.43% | 15.50% | 26.98% | -26.45% | 12.48% | 32.24% | 28.06% | -9.35% | 18.13% |
Returns By Period
In the year-to-date period, FITIX achieves a 1.16% return, which is significantly higher than VEMPX's -4.53% return. Both investments have delivered pretty close results over the past 10 years, with FITIX having a 11.01% annualized return and VEMPX not far behind at 10.57%.
FITIX
- 1D
- -1.46%
- 1M
- -8.88%
- YTD
- 1.16%
- 6M
- 5.29%
- 1Y
- 21.13%
- 3Y*
- 15.20%
- 5Y*
- 8.50%
- 10Y*
- 11.01%
VEMPX
- 1D
- -1.03%
- 1M
- -7.75%
- YTD
- -4.53%
- 6M
- -4.38%
- 1Y
- 16.81%
- 3Y*
- 13.80%
- 5Y*
- 3.67%
- 10Y*
- 10.57%
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FITIX vs. VEMPX - Expense Ratio Comparison
FITIX has a 1.25% expense ratio, which is higher than VEMPX's 0.04% expense ratio.
Return for Risk
FITIX vs. VEMPX — Risk / Return Rank
FITIX
VEMPX
FITIX vs. VEMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class M (FITIX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX). 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.
| FITIX | VEMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.72 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.16 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 0.95 | +0.32 |
Martin ratioReturn relative to average drawdown | 5.59 | 3.92 | +1.68 |
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
| FITIX | VEMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.72 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.17 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.48 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.49 | +0.01 |
Correlation
The correlation between FITIX and VEMPX is 0.95, 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
FITIX vs. VEMPX - Dividend Comparison
FITIX's dividend yield for the trailing twelve months is around 7.35%, more than VEMPX's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITIX Fidelity Advisor Mid Cap II Fund Class M | 7.35% | 10.82% | 11.68% | 2.52% | 5.82% | 19.35% | 1.01% | 3.07% | 10.58% | 7.57% | 9.20% | 4.84% |
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | 1.23% | 1.15% | 1.11% | 1.27% | 1.17% | 1.15% | 1.09% | 1.32% | 1.68% | 1.27% | 1.46% | 1.39% |
Drawdowns
FITIX vs. VEMPX - Drawdown Comparison
The maximum FITIX drawdown since its inception was -53.22%, which is greater than VEMPX's maximum drawdown of -41.62%. Use the drawdown chart below to compare losses from any high point for FITIX and VEMPX.
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Drawdown Indicators
| FITIX | VEMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.22% | -41.62% | -11.60% |
Max Drawdown (1Y)Largest decline over 1 year | -14.86% | -14.63% | -0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -25.10% | -36.32% | +11.22% |
Max Drawdown (10Y)Largest decline over 10 years | -42.59% | -41.62% | -0.97% |
Current DrawdownCurrent decline from peak | -9.87% | -10.25% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -8.11% | -8.04% | -0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 3.54% | -0.17% |
Volatility
FITIX vs. VEMPX - Volatility Comparison
Fidelity Advisor Mid Cap II Fund Class M (FITIX) has a higher volatility of 7.69% compared to Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) at 6.02%. This indicates that FITIX's price experiences larger fluctuations and is considered to be riskier than VEMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FITIX | VEMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.69% | 6.02% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 13.44% | 13.07% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.10% | 22.79% | -0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.45% | 22.33% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 22.30% | -1.25% |