FSRAX vs. IWM
Compare and contrast key facts about Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) and iShares Russell 2000 ETF (IWM).
FSRAX is managed by Fidelity. It was launched on Sep 7, 2005. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRAX or IWM.
Correlation
The correlation between FSRAX and IWM is 0.53, 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
FSRAX vs. IWM - Performance Comparison
Key characteristics
FSRAX:
2.17
IWM:
0.88
FSRAX:
3.12
IWM:
1.36
FSRAX:
1.40
IWM:
1.16
FSRAX:
1.50
IWM:
0.99
FSRAX:
11.37
IWM:
3.91
FSRAX:
0.92%
IWM:
4.47%
FSRAX:
4.85%
IWM:
19.87%
FSRAX:
-37.96%
IWM:
-59.05%
FSRAX:
0.00%
IWM:
-6.50%
Returns By Period
In the year-to-date period, FSRAX achieves a 2.63% return, which is significantly higher than IWM's 2.27% return. Over the past 10 years, FSRAX has underperformed IWM with an annualized return of 3.04%, while IWM has yielded a comparatively higher 7.80% annualized return.
FSRAX
2.63%
1.18%
3.72%
9.41%
5.45%
3.04%
IWM
2.27%
0.23%
6.97%
13.37%
7.57%
7.80%
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FSRAX vs. IWM - Expense Ratio Comparison
FSRAX has a 0.95% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
FSRAX vs. IWM — Risk-Adjusted Performance Rank
FSRAX
IWM
FSRAX vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) and iShares Russell 2000 ETF (IWM). 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
FSRAX vs. IWM - Dividend Comparison
FSRAX's dividend yield for the trailing twelve months is around 4.45%, more than IWM's 1.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRAX Fidelity Advisor Strategic Real Return Fund Class A | 4.45% | 4.56% | 5.04% | 7.08% | 5.16% | 2.02% | 2.83% | 3.68% | 2.18% | 1.89% | 1.32% | 1.88% |
IWM iShares Russell 2000 ETF | 1.12% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
FSRAX vs. IWM - Drawdown Comparison
The maximum FSRAX drawdown since its inception was -37.96%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for FSRAX and IWM. For additional features, visit the drawdowns tool.
Volatility
FSRAX vs. IWM - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) is 1.26%, while iShares Russell 2000 ETF (IWM) has a volatility of 4.09%. This indicates that FSRAX experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.