FSIDX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FSIDX is managed by Fidelity. It was launched on Dec 23, 2003. FSPGX is managed by Fidelity.
Performance
FSIDX vs. FSPGX - Performance Comparison
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FSIDX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 3.31% | 12.99% | 11.46% | 9.45% | -9.90% | 18.98% | 11.25% | 22.47% | -4.43% | 10.65% |
FSPGX Fidelity Large Cap Growth Index Fund | -13.03% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
In the year-to-date period, FSIDX achieves a 3.31% return, which is significantly higher than FSPGX's -13.03% return.
FSIDX
- 1D
- -0.33%
- 1M
- -5.68%
- YTD
- 3.31%
- 6M
- 5.65%
- 1Y
- 15.08%
- 3Y*
- 11.68%
- 5Y*
- 7.71%
- 10Y*
- 9.19%
FSPGX
- 1D
- -0.45%
- 1M
- -8.63%
- YTD
- -13.03%
- 6M
- -12.06%
- 1Y
- 14.49%
- 3Y*
- 19.68%
- 5Y*
- 11.91%
- 10Y*
- —
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FSIDX vs. FSPGX - Expense Ratio Comparison
FSIDX has a 0.72% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FSIDX vs. FSPGX — Risk / Return Rank
FSIDX
FSPGX
FSIDX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
| FSIDX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.66 | +0.69 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.10 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.15 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 0.72 | +0.82 |
Martin ratioReturn relative to average drawdown | 7.63 | 2.51 | +5.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSIDX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.66 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.56 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.78 | -0.25 |
Correlation
The correlation between FSIDX and FSPGX is 0.74, 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.
Dividends
FSIDX vs. FSPGX - Dividend Comparison
FSIDX's dividend yield for the trailing twelve months is around 7.70%, more than FSPGX's 0.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 7.70% | 7.95% | 5.25% | 5.70% | 4.22% | 8.42% | 5.67% | 6.69% | 8.18% | 6.59% | 4.92% | 6.37% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.40% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
FSIDX vs. FSPGX - Drawdown Comparison
The maximum FSIDX drawdown since its inception was -58.94%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FSIDX and FSPGX.
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Drawdown Indicators
| FSIDX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.94% | -32.66% | -26.28% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -16.17% | +6.62% |
Max Drawdown (5Y)Largest decline over 5 years | -17.10% | -32.66% | +15.56% |
Max Drawdown (10Y)Largest decline over 10 years | -30.01% | — | — |
Current DrawdownCurrent decline from peak | -5.78% | -16.17% | +10.39% |
Average DrawdownAverage peak-to-trough decline | -6.38% | -6.43% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 4.63% | -2.70% |
Volatility
FSIDX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) is 3.38%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.33%. This indicates that FSIDX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSIDX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 5.33% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 6.30% | 11.79% | -5.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 22.32% | -10.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.94% | 21.46% | -10.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.39% | 21.63% | -9.24% |