FSRAX vs. VYM
Compare and contrast key facts about Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) and Vanguard High Dividend Yield ETF (VYM).
FSRAX is managed by Fidelity. It was launched on Sep 7, 2005. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRAX or VYM.
Correlation
The correlation between FSRAX and VYM is 0.56, 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. VYM - Performance Comparison
Key characteristics
FSRAX:
2.00
VYM:
1.98
FSRAX:
2.85
VYM:
2.79
FSRAX:
1.37
VYM:
1.36
FSRAX:
1.37
VYM:
3.65
FSRAX:
10.49
VYM:
10.50
FSRAX:
0.92%
VYM:
2.08%
FSRAX:
4.86%
VYM:
11.03%
FSRAX:
-37.96%
VYM:
-56.98%
FSRAX:
0.00%
VYM:
0.00%
Returns By Period
In the year-to-date period, FSRAX achieves a 2.51% return, which is significantly lower than VYM's 4.87% return. Over the past 10 years, FSRAX has underperformed VYM with an annualized return of 2.99%, while VYM has yielded a comparatively higher 10.12% annualized return.
FSRAX
2.51%
2.26%
3.96%
9.55%
5.51%
2.99%
VYM
4.87%
6.11%
12.00%
21.13%
10.70%
10.12%
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FSRAX vs. VYM - Expense Ratio Comparison
FSRAX has a 0.95% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
FSRAX vs. VYM — Risk-Adjusted Performance Rank
FSRAX
VYM
FSRAX vs. VYM - 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 Vanguard High Dividend Yield ETF (VYM). 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. VYM - Dividend Comparison
FSRAX's dividend yield for the trailing twelve months is around 4.45%, more than VYM's 2.61% 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% |
VYM Vanguard High Dividend Yield ETF | 2.61% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
FSRAX vs. VYM - Drawdown Comparison
The maximum FSRAX drawdown since its inception was -37.96%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FSRAX and VYM. For additional features, visit the drawdowns tool.
Volatility
FSRAX vs. VYM - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) is 1.20%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 2.86%. This indicates that FSRAX experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.