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:
1.97
VOO:
1.76
FSIAX:
3.00
VOO:
2.37
FSIAX:
1.37
VOO:
1.32
FSIAX:
1.24
VOO:
2.66
FSIAX:
8.48
VOO:
11.10
FSIAX:
0.85%
VOO:
2.02%
FSIAX:
3.68%
VOO:
12.79%
FSIAX:
-17.80%
VOO:
-33.99%
FSIAX:
-0.65%
VOO:
-2.11%
Returns By Period
In the year-to-date period, FSIAX achieves a 1.18% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, FSIAX has underperformed VOO with an annualized return of 2.88%, while VOO has yielded a comparatively higher 13.03% annualized return.
FSIAX
1.18%
0.39%
1.67%
7.44%
1.87%
2.88%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 3.86%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIAX Fidelity Advisor Strategic Income Fund Class M | 3.86% | 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 | 1.22% | 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 1.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. 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.