FIWDX vs. FBCG
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class Z (FIWDX) and Fidelity Blue Chip Growth ETF (FBCG).
FIWDX is managed by Fidelity. It was launched on Oct 2, 2018. FBCG is an actively managed fund by Fidelity. It was launched on Jun 3, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIWDX or FBCG.
Key characteristics
| FIWDX | FBCG | |
|---|---|---|
| YTD Return | 7.05% | 38.77% |
| 1Y Return | 13.48% | 53.91% |
| 3Y Return (Ann) | 0.66% | 8.52% |
| Sharpe Ratio | 3.17 | 2.67 |
| Sortino Ratio | 5.01 | 3.40 |
| Omega Ratio | 1.65 | 1.47 |
| Calmar Ratio | 1.30 | 3.01 |
| Martin Ratio | 19.24 | 12.98 |
| Ulcer Index | 0.64% | 4.05% |
| Daily Std Dev | 4.00% | 19.70% |
| Max Drawdown | -16.65% | -43.56% |
| Current Drawdown | -0.58% | 0.00% |
Correlation
The correlation between FIWDX and FBCG is 0.44, 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
FIWDX vs. FBCG - Performance Comparison
In the year-to-date period, FIWDX achieves a 7.05% return, which is significantly lower than FBCG's 38.77% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIWDX vs. FBCG - Expense Ratio Comparison
FIWDX has a 0.61% expense ratio, which is higher than FBCG's 0.59% expense ratio.
Risk-Adjusted Performance
FIWDX vs. FBCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class Z (FIWDX) and Fidelity Blue Chip Growth ETF (FBCG). 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
FIWDX vs. FBCG - Dividend Comparison
FIWDX's dividend yield for the trailing twelve months is around 4.37%, more than FBCG's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
FIWDX Fidelity Advisor Strategic Income Fund Class Z | 4.37% | 4.38% | 3.76% | 2.80% | 3.39% | 3.52% | 1.14% |
FBCG Fidelity Blue Chip Growth ETF | 0.02% | 0.02% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% |
Drawdowns
FIWDX vs. FBCG - Drawdown Comparison
The maximum FIWDX drawdown since its inception was -16.65%, smaller than the maximum FBCG drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for FIWDX and FBCG. For additional features, visit the drawdowns tool.
Volatility
FIWDX vs. FBCG - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Income Fund Class Z (FIWDX) is 0.90%, while Fidelity Blue Chip Growth ETF (FBCG) has a volatility of 5.53%. This indicates that FIWDX experiences smaller price fluctuations and is considered to be less risky than FBCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.