FSRIX vs. PFF
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class I (FSRIX) and iShares Preferred and Income Securities ETF (PFF).
FSRIX is managed by Fidelity. It was launched on Jul 3, 1995. PFF is a passively managed fund by iShares that tracks the performance of the S&P U.S. Preferred Stock Index. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRIX or PFF.
Correlation
The correlation between FSRIX and PFF is 0.45, 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
FSRIX vs. PFF - Performance Comparison
Key characteristics
FSRIX:
2.26
PFF:
0.93
FSRIX:
3.36
PFF:
1.33
FSRIX:
1.43
PFF:
1.17
FSRIX:
2.27
PFF:
0.70
FSRIX:
10.10
PFF:
3.82
FSRIX:
0.85%
PFF:
2.04%
FSRIX:
3.77%
PFF:
8.37%
FSRIX:
-17.71%
PFF:
-65.55%
FSRIX:
-1.34%
PFF:
-3.76%
Returns By Period
In the year-to-date period, FSRIX achieves a 0.52% return, which is significantly lower than PFF's 0.99% return. Both investments have delivered pretty close results over the past 10 years, with FSRIX having a 3.58% annualized return and PFF not far behind at 3.42%.
FSRIX
0.52%
0.70%
3.49%
8.82%
2.77%
3.58%
PFF
0.99%
0.41%
2.80%
8.09%
1.92%
3.42%
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FSRIX vs. PFF - Expense Ratio Comparison
FSRIX has a 0.71% expense ratio, which is higher than PFF's 0.46% expense ratio.
Risk-Adjusted Performance
FSRIX vs. PFF — Risk-Adjusted Performance Rank
FSRIX
PFF
FSRIX vs. PFF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class I (FSRIX) and iShares Preferred and Income Securities ETF (PFF). 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
FSRIX vs. PFF - Dividend Comparison
FSRIX's dividend yield for the trailing twelve months is around 5.16%, less than PFF's 6.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRIX Fidelity Advisor Strategic Income Fund Class I | 5.16% | 5.19% | 5.29% | 4.55% | 2.69% | 3.30% | 3.41% | 4.21% | 3.35% | 3.48% | 3.68% | 5.26% |
PFF iShares Preferred and Income Securities ETF | 6.25% | 6.31% | 6.63% | 5.55% | 4.45% | 4.79% | 5.31% | 6.31% | 5.59% | 5.85% | 5.77% | 6.32% |
Drawdowns
FSRIX vs. PFF - Drawdown Comparison
The maximum FSRIX drawdown since its inception was -17.71%, smaller than the maximum PFF drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for FSRIX and PFF. For additional features, visit the drawdowns tool.
Volatility
FSRIX vs. PFF - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Income Fund Class I (FSRIX) is 1.36%, while iShares Preferred and Income Securities ETF (PFF) has a volatility of 3.51%. This indicates that FSRIX experiences smaller price fluctuations and is considered to be less risky than PFF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.