FSIAX vs. VOO
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class M (FSIAX) and Vanguard S&P 500 ETF (VOO).
FSIAX is managed by Fidelity. It was launched on Oct 31, 1994. 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: FSIAX or VOO.
Correlation
The correlation between FSIAX and VOO is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FSIAX vs. VOO - Performance Comparison
Key characteristics
FSIAX:
1.57
VOO:
0.32
FSIAX:
2.36
VOO:
0.57
FSIAX:
1.29
VOO:
1.08
FSIAX:
1.04
VOO:
0.32
FSIAX:
6.23
VOO:
1.42
FSIAX:
0.98%
VOO:
4.19%
FSIAX:
3.86%
VOO:
18.73%
FSIAX:
-17.80%
VOO:
-33.99%
FSIAX:
-2.20%
VOO:
-13.85%
Returns By Period
In the year-to-date period, FSIAX achieves a -0.34% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, FSIAX has underperformed VOO with an annualized return of 2.60%, while VOO has yielded a comparatively higher 11.66% annualized return.
FSIAX
-0.34%
-1.17%
-0.94%
6.08%
3.01%
2.60%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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FSIAX vs. VOO - Expense Ratio Comparison
FSIAX has a 0.96% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FSIAX vs. VOO — Risk-Adjusted Performance Rank
FSIAX
VOO
FSIAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class M (FSIAX) 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
FSIAX vs. VOO - Dividend Comparison
FSIAX's dividend yield for the trailing twelve months is around 3.89%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIAX Fidelity Advisor Strategic Income Fund Class M | 3.89% | 3.92% | 4.05% | 3.37% | 2.44% | 3.06% | 3.18% | 3.40% | 2.88% | 3.23% | 3.46% | 5.09% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSIAX vs. VOO - Drawdown Comparison
The maximum FSIAX drawdown since its inception was -17.80%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSIAX and VOO. For additional features, visit the drawdowns tool.
Volatility
FSIAX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Income Fund Class M (FSIAX) is 1.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that FSIAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.