FSATX vs. FDVV
Compare and contrast key facts about Fidelity Advisor Asset Manager 60% Fund Class M (FSATX) and Fidelity High Dividend ETF (FDVV).
FSATX is managed by Blackrock. It was launched on Oct 9, 2007. FDVV is a passively managed fund by Fidelity that tracks the performance of the Fidelity Core Dividend Index. It was launched on Sep 12, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSATX or FDVV.
Correlation
The correlation between FSATX and FDVV is 0.84, 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
FSATX vs. FDVV - Performance Comparison
Key characteristics
FSATX:
1.08
FDVV:
2.23
FSATX:
1.52
FDVV:
3.02
FSATX:
1.19
FDVV:
1.41
FSATX:
1.07
FDVV:
4.15
FSATX:
4.93
FDVV:
13.13
FSATX:
1.86%
FDVV:
1.78%
FSATX:
8.49%
FDVV:
10.51%
FSATX:
-41.82%
FDVV:
-40.25%
FSATX:
-2.24%
FDVV:
-1.05%
Returns By Period
In the year-to-date period, FSATX achieves a 2.67% return, which is significantly lower than FDVV's 3.58% return.
FSATX
2.67%
0.19%
0.90%
8.21%
4.83%
4.44%
FDVV
3.58%
1.13%
5.34%
21.46%
13.16%
N/A
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FSATX vs. FDVV - Expense Ratio Comparison
FSATX has a 1.25% expense ratio, which is higher than FDVV's 0.29% expense ratio.
Risk-Adjusted Performance
FSATX vs. FDVV — Risk-Adjusted Performance Rank
FSATX
FDVV
FSATX vs. FDVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 60% Fund Class M (FSATX) and Fidelity High Dividend ETF (FDVV). 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
FSATX vs. FDVV - Dividend Comparison
FSATX's dividend yield for the trailing twelve months is around 1.53%, less than FDVV's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSATX Fidelity Advisor Asset Manager 60% Fund Class M | 1.53% | 1.57% | 1.42% | 1.68% | 0.83% | 0.54% | 1.03% | 1.08% | 0.66% | 0.81% | 1.21% | 6.68% |
FDVV Fidelity High Dividend ETF | 2.84% | 2.94% | 3.77% | 3.44% | 2.70% | 3.19% | 3.93% | 4.05% | 3.63% | 1.04% | 0.00% | 0.00% |
Drawdowns
FSATX vs. FDVV - Drawdown Comparison
The maximum FSATX drawdown since its inception was -41.82%, roughly equal to the maximum FDVV drawdown of -40.25%. Use the drawdown chart below to compare losses from any high point for FSATX and FDVV. For additional features, visit the drawdowns tool.
Volatility
FSATX vs. FDVV - Volatility Comparison
The current volatility for Fidelity Advisor Asset Manager 60% Fund Class M (FSATX) is 2.42%, while Fidelity High Dividend ETF (FDVV) has a volatility of 2.85%. This indicates that FSATX experiences smaller price fluctuations and is considered to be less risky than FDVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.