FSTAX vs. VOOG
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class A (FSTAX) and Vanguard S&P 500 Growth ETF (VOOG).
FSTAX is managed by Fidelity. It was launched on Sep 3, 1996. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTAX or VOOG.
Correlation
The correlation between FSTAX and VOOG is 0.38, 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
FSTAX vs. VOOG - Performance Comparison
Key characteristics
FSTAX:
1.72
VOOG:
1.90
FSTAX:
2.51
VOOG:
2.49
FSTAX:
1.32
VOOG:
1.34
FSTAX:
1.00
VOOG:
2.62
FSTAX:
7.79
VOOG:
10.24
FSTAX:
0.82%
VOOG:
3.29%
FSTAX:
3.73%
VOOG:
17.75%
FSTAX:
-17.81%
VOOG:
-32.73%
FSTAX:
-2.33%
VOOG:
-4.58%
Returns By Period
In the year-to-date period, FSTAX achieves a -0.53% return, which is significantly higher than VOOG's -0.96% return. Over the past 10 years, FSTAX has underperformed VOOG with an annualized return of 2.85%, while VOOG has yielded a comparatively higher 15.22% annualized return.
FSTAX
-0.53%
-1.32%
1.43%
5.51%
1.67%
2.85%
VOOG
-0.96%
-3.55%
5.01%
33.50%
15.86%
15.22%
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FSTAX vs. VOOG - Expense Ratio Comparison
FSTAX has a 0.97% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
FSTAX vs. VOOG — Risk-Adjusted Performance Rank
FSTAX
VOOG
FSTAX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class A (FSTAX) and Vanguard S&P 500 Growth ETF (VOOG). 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
FSTAX vs. VOOG - Dividend Comparison
FSTAX's dividend yield for the trailing twelve months is around 3.94%, more than VOOG's 0.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTAX Fidelity Advisor Strategic Income Fund Class A | 3.94% | 3.92% | 4.03% | 3.37% | 2.44% | 3.06% | 3.17% | 3.39% | 2.87% | 3.23% | 3.45% | 5.08% |
VOOG Vanguard S&P 500 Growth ETF | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
FSTAX vs. VOOG - Drawdown Comparison
The maximum FSTAX drawdown since its inception was -17.81%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FSTAX and VOOG. For additional features, visit the drawdowns tool.
Volatility
FSTAX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Income Fund Class A (FSTAX) is 1.24%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.63%. This indicates that FSTAX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.