FTHCX vs. SPYG
Compare and contrast key facts about Fidelity Advisor Technology Fund Class C (FTHCX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
FTHCX is managed by Fidelity. It was launched on Nov 3, 1997. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTHCX or SPYG.
Correlation
The correlation between FTHCX and SPYG is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FTHCX vs. SPYG - Performance Comparison
Key characteristics
FTHCX:
0.40
SPYG:
1.67
FTHCX:
0.69
SPYG:
2.22
FTHCX:
1.09
SPYG:
1.30
FTHCX:
0.52
SPYG:
2.38
FTHCX:
1.58
SPYG:
9.12
FTHCX:
6.83%
SPYG:
3.33%
FTHCX:
26.71%
SPYG:
18.12%
FTHCX:
-82.81%
SPYG:
-67.79%
FTHCX:
-14.20%
SPYG:
-1.30%
Returns By Period
In the year-to-date period, FTHCX achieves a -0.44% return, which is significantly lower than SPYG's 3.72% return. Over the past 10 years, FTHCX has underperformed SPYG with an annualized return of 10.87%, while SPYG has yielded a comparatively higher 15.32% annualized return.
FTHCX
-0.44%
0.27%
0.81%
10.19%
9.57%
10.87%
SPYG
3.72%
4.16%
16.83%
29.73%
16.22%
15.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTHCX vs. SPYG - Expense Ratio Comparison
FTHCX has a 1.73% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
FTHCX vs. SPYG — Risk-Adjusted Performance Rank
FTHCX
SPYG
FTHCX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class C (FTHCX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
FTHCX vs. SPYG - Dividend Comparison
FTHCX has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHCX Fidelity Advisor Technology Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.87% | 9.08% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
FTHCX vs. SPYG - Drawdown Comparison
The maximum FTHCX drawdown since its inception was -82.81%, which is greater than SPYG's maximum drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for FTHCX and SPYG. For additional features, visit the drawdowns tool.
Volatility
FTHCX vs. SPYG - Volatility Comparison
Fidelity Advisor Technology Fund Class C (FTHCX) has a higher volatility of 8.85% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 5.91%. This indicates that FTHCX's price experiences larger fluctuations and is considered to be riskier than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.