FOPCX vs. VGT
Compare and contrast key facts about Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) and Vanguard Information Technology ETF (VGT).
FOPCX is managed by Fidelity. It was launched on Aug 2, 2005. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOPCX or VGT.
Correlation
The correlation between FOPCX and VGT is 0.63, 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
FOPCX vs. VGT - Performance Comparison
Key characteristics
FOPCX:
0.34
VGT:
1.20
FOPCX:
0.54
VGT:
1.65
FOPCX:
1.07
VGT:
1.22
FOPCX:
0.12
VGT:
1.76
FOPCX:
0.99
VGT:
6.12
FOPCX:
4.72%
VGT:
4.39%
FOPCX:
13.83%
VGT:
22.30%
FOPCX:
-72.62%
VGT:
-54.63%
FOPCX:
-32.49%
VGT:
-0.88%
Returns By Period
In the year-to-date period, FOPCX achieves a 6.10% return, which is significantly higher than VGT's 3.17% return. Over the past 10 years, FOPCX has underperformed VGT with an annualized return of 3.20%, while VGT has yielded a comparatively higher 20.64% annualized return.
FOPCX
6.10%
4.58%
-1.58%
5.04%
-0.12%
3.20%
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
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FOPCX vs. VGT - Expense Ratio Comparison
FOPCX has a 2.28% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FOPCX vs. VGT — Risk-Adjusted Performance Rank
FOPCX
VGT
FOPCX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) and Vanguard Information Technology ETF (VGT). 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
FOPCX vs. VGT - Dividend Comparison
FOPCX's dividend yield for the trailing twelve months is around 0.62%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOPCX Fidelity Advisor International Small Cap Opportunities Fund Class C | 0.62% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.37% | 0.00% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FOPCX vs. VGT - Drawdown Comparison
The maximum FOPCX drawdown since its inception was -72.62%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FOPCX and VGT. For additional features, visit the drawdowns tool.
Volatility
FOPCX vs. VGT - Volatility Comparison
The current volatility for Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) is 3.08%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. This indicates that FOPCX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.