FOPCX vs. XLK
Compare and contrast key facts about Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) and Technology Select Sector SPDR Fund (XLK).
FOPCX is managed by Fidelity. It was launched on Aug 2, 2005. XLK is a passively managed fund by State Street that tracks the performance of the Technology Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOPCX or XLK.
Correlation
The correlation between FOPCX and XLK is 0.62, 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. XLK - Performance Comparison
Key characteristics
FOPCX:
0.35
XLK:
0.85
FOPCX:
0.56
XLK:
1.23
FOPCX:
1.07
XLK:
1.16
FOPCX:
0.13
XLK:
1.14
FOPCX:
1.04
XLK:
3.82
FOPCX:
4.71%
XLK:
5.04%
FOPCX:
13.83%
XLK:
22.82%
FOPCX:
-72.62%
XLK:
-82.05%
FOPCX:
-32.74%
XLK:
0.00%
Returns By Period
In the year-to-date period, FOPCX achieves a 5.71% return, which is significantly higher than XLK's 4.15% return. Over the past 10 years, FOPCX has underperformed XLK with an annualized return of 3.14%, while XLK has yielded a comparatively higher 20.39% annualized return.
FOPCX
5.71%
6.07%
-2.19%
4.59%
-0.20%
3.14%
XLK
4.15%
3.45%
7.73%
21.61%
20.66%
20.39%
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FOPCX vs. XLK - Expense Ratio Comparison
FOPCX has a 2.28% expense ratio, which is higher than XLK's 0.13% expense ratio.
Risk-Adjusted Performance
FOPCX vs. XLK — Risk-Adjusted Performance Rank
FOPCX
XLK
FOPCX vs. XLK - 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 Technology Select Sector SPDR Fund (XLK). 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. XLK - Dividend Comparison
FOPCX's dividend yield for the trailing twelve months is around 0.62%, less than XLK's 0.63% 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% |
XLK Technology Select Sector SPDR Fund | 0.63% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
Drawdowns
FOPCX vs. XLK - Drawdown Comparison
The maximum FOPCX drawdown since its inception was -72.62%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for FOPCX and XLK. For additional features, visit the drawdowns tool.
Volatility
FOPCX vs. XLK - Volatility Comparison
The current volatility for Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) is 3.46%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 7.33%. This indicates that FOPCX experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.