Correlation
The correlation between FTHCX and VOO is 0.85, 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.
FTHCX vs. VOO
Compare and contrast key facts about Fidelity Advisor Technology Fund Class C (FTHCX) and Vanguard S&P 500 ETF (VOO).
FTHCX is managed by Fidelity. It was launched on Nov 3, 1997. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: FTHCX or VOO.
Performance
FTHCX vs. VOO - Performance Comparison
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Key characteristics
FTHCX:
0.32
VOO:
0.74
FTHCX:
0.55
VOO:
1.04
FTHCX:
1.07
VOO:
1.15
FTHCX:
0.25
VOO:
0.68
FTHCX:
0.76
VOO:
2.58
FTHCX:
9.59%
VOO:
4.93%
FTHCX:
32.91%
VOO:
19.54%
FTHCX:
-82.81%
VOO:
-33.99%
FTHCX:
-8.29%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FTHCX achieves a -3.99% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, FTHCX has outperformed VOO with an annualized return of 19.04%, while VOO has yielded a comparatively lower 12.81% annualized return.
FTHCX
-3.99%
9.00%
-4.16%
11.12%
20.65%
19.12%
19.04%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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FTHCX vs. VOO - Expense Ratio Comparison
FTHCX has a 1.73% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FTHCX vs. VOO — Risk-Adjusted Performance Rank
FTHCX
VOO
FTHCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class C (FTHCX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
FTHCX vs. VOO - Dividend Comparison
FTHCX's dividend yield for the trailing twelve months is around 11.73%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHCX Fidelity Advisor Technology Fund Class C | 11.73% | 11.27% | 5.31% | 4.97% | 16.09% | 9.33% | 2.51% | 28.33% | 9.07% | 1.60% | 4.87% | 9.08% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FTHCX vs. VOO - Drawdown Comparison
The maximum FTHCX drawdown since its inception was -82.81%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FTHCX and VOO.
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Volatility
FTHCX vs. VOO - Volatility Comparison
Fidelity Advisor Technology Fund Class C (FTHCX) has a higher volatility of 7.41% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that FTHCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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