FPFD vs. FAHCX
Compare and contrast key facts about Fidelity Preferred Securities & Income ETF (FPFD) and Fidelity Advisor High Income Advantage Fund Class I (FAHCX).
FPFD is an actively managed fund by Fidelity. It was launched on Jun 15, 2021. FAHCX is managed by Fidelity. It was launched on Jul 3, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPFD or FAHCX.
Correlation
The correlation between FPFD and FAHCX is 0.60, 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
FPFD vs. FAHCX - Performance Comparison
Key characteristics
FPFD:
2.28
FAHCX:
2.10
FPFD:
3.31
FAHCX:
3.06
FPFD:
1.43
FAHCX:
1.42
FPFD:
0.95
FAHCX:
1.78
FPFD:
10.15
FAHCX:
13.38
FPFD:
0.89%
FAHCX:
0.74%
FPFD:
3.95%
FAHCX:
4.66%
FPFD:
-20.83%
FAHCX:
-48.54%
FPFD:
-2.37%
FAHCX:
-2.21%
Returns By Period
In the year-to-date period, FPFD achieves a 8.78% return, which is significantly lower than FAHCX's 10.07% return.
FPFD
8.78%
-0.43%
3.05%
8.82%
N/A
N/A
FAHCX
10.07%
-0.99%
3.93%
10.28%
4.95%
5.77%
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FPFD vs. FAHCX - Expense Ratio Comparison
FPFD has a 0.59% expense ratio, which is lower than FAHCX's 0.74% expense ratio.
Risk-Adjusted Performance
FPFD vs. FAHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Preferred Securities & Income ETF (FPFD) and Fidelity Advisor High Income Advantage Fund Class I (FAHCX). 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
FPFD vs. FAHCX - Dividend Comparison
FPFD's dividend yield for the trailing twelve months is around 4.71%, more than FAHCX's 4.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPFD Fidelity Preferred Securities & Income ETF | 4.71% | 5.09% | 5.22% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAHCX Fidelity Advisor High Income Advantage Fund Class I | 4.28% | 5.12% | 4.73% | 3.23% | 3.71% | 4.45% | 6.08% | 4.94% | 4.74% | 5.28% | 4.71% | 6.19% |
Drawdowns
FPFD vs. FAHCX - Drawdown Comparison
The maximum FPFD drawdown since its inception was -20.83%, smaller than the maximum FAHCX drawdown of -48.54%. Use the drawdown chart below to compare losses from any high point for FPFD and FAHCX. For additional features, visit the drawdowns tool.
Volatility
FPFD vs. FAHCX - Volatility Comparison
The current volatility for Fidelity Preferred Securities & Income ETF (FPFD) is 1.24%, while Fidelity Advisor High Income Advantage Fund Class I (FAHCX) has a volatility of 1.61%. This indicates that FPFD experiences smaller price fluctuations and is considered to be less risky than FAHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.