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 0.32, 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
FSRIX vs. PFF - Performance Comparison
Key characteristics
FSRIX:
1.77
PFF:
0.35
FSRIX:
2.64
PFF:
0.56
FSRIX:
1.33
PFF:
1.07
FSRIX:
1.62
PFF:
0.31
FSRIX:
6.86
PFF:
0.96
FSRIX:
1.00%
PFF:
3.39%
FSRIX:
3.86%
PFF:
9.34%
FSRIX:
-17.71%
PFF:
-65.55%
FSRIX:
-1.03%
PFF:
-6.99%
Returns By Period
In the year-to-date period, FSRIX achieves a 0.87% return, which is significantly higher than PFF's -2.40% return. Both investments have delivered pretty close results over the past 10 years, with FSRIX having a 2.99% annualized return and PFF not far behind at 2.88%.
FSRIX
0.87%
-0.00%
1.12%
6.96%
3.55%
2.99%
PFF
-2.40%
-1.24%
-5.24%
3.81%
3.18%
2.88%
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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 3.76%, less than PFF's 6.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRIX Fidelity Advisor Strategic Income Fund Class I | 3.76% | 4.16% | 4.28% | 3.76% | 4.59% | 4.53% | 4.60% | 3.75% | 4.18% | 3.48% | 3.68% | 5.27% |
PFF iShares Preferred and Income Securities ETF | 6.64% | 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 1.81%, while iShares Preferred and Income Securities ETF (PFF) has a volatility of 5.36%. 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.