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 0.40, 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
FSTAX vs. VOOG - Performance Comparison
Key characteristics
FSTAX:
1.75
VOOG:
0.65
FSTAX:
2.60
VOOG:
1.05
FSTAX:
1.33
VOOG:
1.15
FSTAX:
1.28
VOOG:
0.73
FSTAX:
6.90
VOOG:
2.58
FSTAX:
0.99%
VOOG:
6.30%
FSTAX:
3.91%
VOOG:
24.91%
FSTAX:
-17.81%
VOOG:
-32.73%
FSTAX:
-1.16%
VOOG:
-11.72%
Returns By Period
In the year-to-date period, FSTAX achieves a 0.72% return, which is significantly higher than VOOG's -7.16% return. Over the past 10 years, FSTAX has underperformed VOOG with an annualized return of 2.68%, while VOOG has yielded a comparatively higher 13.81% annualized return.
FSTAX
0.72%
0.05%
0.80%
7.11%
3.40%
2.68%
VOOG
-7.16%
-1.48%
-3.25%
16.68%
16.45%
13.81%
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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 3.85%, more than VOOG's 0.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTAX Fidelity Advisor Strategic Income Fund Class A | 3.85% | 3.92% | 4.03% | 3.37% | 2.44% | 3.06% | 3.17% | 3.40% | 2.87% | 3.23% | 3.45% | 5.09% |
VOOG Vanguard S&P 500 Growth ETF | 0.60% | 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 1.91%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 16.37%. 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.