FNIAX vs. VOO
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class A (FNIAX) and Vanguard S&P 500 ETF (VOO).
FNIAX is managed by Fidelity. It was launched on Jul 31, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNIAX or VOO.
Correlation
The correlation between FNIAX and VOO 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
FNIAX vs. VOO - Performance Comparison
Key characteristics
FNIAX:
1.61
VOO:
1.88
FNIAX:
2.15
VOO:
2.52
FNIAX:
1.30
VOO:
1.35
FNIAX:
0.97
VOO:
2.83
FNIAX:
7.92
VOO:
11.96
FNIAX:
3.29%
VOO:
2.00%
FNIAX:
16.26%
VOO:
12.70%
FNIAX:
-49.52%
VOO:
-33.99%
FNIAX:
-8.22%
VOO:
-3.91%
Returns By Period
In the year-to-date period, FNIAX achieves a 0.19% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, FNIAX has underperformed VOO with an annualized return of 5.08%, while VOO has yielded a comparatively higher 13.26% annualized return.
FNIAX
0.19%
-2.76%
0.63%
25.81%
4.97%
5.08%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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FNIAX vs. VOO - Expense Ratio Comparison
FNIAX has a 0.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FNIAX vs. VOO — Risk-Adjusted Performance Rank
FNIAX
VOO
FNIAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class A (FNIAX) and Vanguard S&P 500 ETF (VOO). 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
FNIAX vs. VOO - Dividend Comparison
FNIAX's dividend yield for the trailing twelve months is around 0.04%, less than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNIAX Fidelity Advisor New Insights Fund Class A | 0.04% | 0.04% | 0.20% | 2.57% | 0.00% | 0.01% | 0.14% | 0.00% | 0.00% | 0.14% | 0.65% | 7.60% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FNIAX vs. VOO - Drawdown Comparison
The maximum FNIAX drawdown since its inception was -49.52%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FNIAX and VOO. For additional features, visit the drawdowns tool.
Volatility
FNIAX vs. VOO - Volatility Comparison
Fidelity Advisor New Insights Fund Class A (FNIAX) has a higher volatility of 4.83% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that FNIAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.