FITWX vs. SVOL
Compare and contrast key facts about Fidelity Advisor Freedom 2025 Fund Class I (FITWX) and Simplify Volatility Premium ETF (SVOL).
FITWX is managed by Fidelity. It was launched on Nov 6, 2003. SVOL is an actively managed fund by Simplify Asset Management Inc.. It was launched on May 12, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FITWX or SVOL.
Correlation
The correlation between FITWX and SVOL is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FITWX vs. SVOL - Performance Comparison
Key characteristics
FITWX:
1.17
SVOL:
0.73
FITWX:
1.68
SVOL:
1.06
FITWX:
1.21
SVOL:
1.18
FITWX:
0.65
SVOL:
0.98
FITWX:
5.05
SVOL:
5.26
FITWX:
1.84%
SVOL:
2.03%
FITWX:
7.98%
SVOL:
14.57%
FITWX:
-46.78%
SVOL:
-15.62%
FITWX:
-5.68%
SVOL:
0.00%
Returns By Period
In the year-to-date period, FITWX achieves a 4.02% return, which is significantly lower than SVOL's 5.13% return.
FITWX
4.02%
2.67%
1.44%
9.64%
1.45%
2.02%
SVOL
5.13%
2.90%
3.83%
11.07%
N/A
N/A
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FITWX vs. SVOL - Expense Ratio Comparison
FITWX has a 0.62% expense ratio, which is higher than SVOL's 0.50% expense ratio.
Risk-Adjusted Performance
FITWX vs. SVOL — Risk-Adjusted Performance Rank
FITWX
SVOL
FITWX vs. SVOL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2025 Fund Class I (FITWX) and Simplify Volatility Premium ETF (SVOL). 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
FITWX vs. SVOL - Dividend Comparison
FITWX's dividend yield for the trailing twelve months is around 0.98%, less than SVOL's 16.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITWX Fidelity Advisor Freedom 2025 Fund Class I | 0.98% | 1.02% | 1.99% | 2.76% | 2.30% | 1.01% | 1.65% | 2.04% | 1.52% | 1.68% | 4.09% | 9.01% |
SVOL Simplify Volatility Premium ETF | 16.03% | 16.79% | 16.37% | 18.32% | 4.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FITWX vs. SVOL - Drawdown Comparison
The maximum FITWX drawdown since its inception was -46.78%, which is greater than SVOL's maximum drawdown of -15.62%. Use the drawdown chart below to compare losses from any high point for FITWX and SVOL. For additional features, visit the drawdowns tool.
Volatility
FITWX vs. SVOL - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2025 Fund Class I (FITWX) is 2.12%, while Simplify Volatility Premium ETF (SVOL) has a volatility of 3.21%. This indicates that FITWX experiences smaller price fluctuations and is considered to be less risky than SVOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.