PortfoliosLab logoPortfoliosLab logo
FTRIX vs. FSPSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FTRIX vs. FSPSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Fidelity International Index Fund (FSPSX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FTRIX vs. FSPSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FTRIX
Fidelity Advisor Mega Cap Stock Fund Class I
-5.12%26.92%26.00%26.46%-9.00%26.26%12.96%31.06%-7.43%17.82%
FSPSX
Fidelity International Index Fund
-1.94%31.98%3.70%18.31%-14.23%11.45%8.16%22.03%-13.55%25.37%

Returns By Period

In the year-to-date period, FTRIX achieves a -5.12% return, which is significantly lower than FSPSX's -1.94% return. Over the past 10 years, FTRIX has outperformed FSPSX with an annualized return of 15.06%, while FSPSX has yielded a comparatively lower 8.65% annualized return.


FTRIX

1D
-0.57%
1M
-7.42%
YTD
-5.12%
6M
-0.56%
1Y
23.01%
3Y*
21.19%
5Y*
14.53%
10Y*
15.06%

FSPSX

1D
0.42%
1M
-10.86%
YTD
-1.94%
6M
2.58%
1Y
19.89%
3Y*
13.50%
5Y*
7.96%
10Y*
8.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FTRIX vs. FSPSX - Expense Ratio Comparison

FTRIX has a 0.65% expense ratio, which is higher than FSPSX's 0.04% expense ratio.


Return for Risk

FTRIX vs. FSPSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTRIX
FTRIX Risk / Return Rank: 7676
Overall Rank
FTRIX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
FTRIX Sortino Ratio Rank: 7575
Sortino Ratio Rank
FTRIX Omega Ratio Rank: 7878
Omega Ratio Rank
FTRIX Calmar Ratio Rank: 7474
Calmar Ratio Rank
FTRIX Martin Ratio Rank: 8282
Martin Ratio Rank

FSPSX
FSPSX Risk / Return Rank: 6464
Overall Rank
FSPSX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
FSPSX Sortino Ratio Rank: 6262
Sortino Ratio Rank
FSPSX Omega Ratio Rank: 6060
Omega Ratio Rank
FSPSX Calmar Ratio Rank: 6969
Calmar Ratio Rank
FSPSX Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FTRIX vs. FSPSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Fidelity International Index Fund (FSPSX). 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.


FTRIXFSPSXDifference

Sharpe ratio

Return per unit of total volatility

1.30

1.11

+0.19

Sortino ratio

Return per unit of downside risk

1.86

1.56

+0.31

Omega ratio

Gain probability vs. loss probability

1.30

1.23

+0.07

Calmar ratio

Return relative to maximum drawdown

1.73

1.54

+0.19

Martin ratio

Return relative to average drawdown

8.13

5.93

+2.20

FTRIX vs. FSPSX - Sharpe Ratio Comparison

The current FTRIX Sharpe Ratio is 1.30, which is comparable to the FSPSX Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of FTRIX and FSPSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FTRIXFSPSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

1.11

+0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

0.51

+0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

0.53

+0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.46

+0.11

Correlation

The correlation between FTRIX and FSPSX is 0.78, 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.


Dividends

FTRIX vs. FSPSX - Dividend Comparison

FTRIX's dividend yield for the trailing twelve months is around 4.12%, more than FSPSX's 3.22% yield.


TTM20252024202320222021202020192018201720162015
FTRIX
Fidelity Advisor Mega Cap Stock Fund Class I
4.12%3.91%2.68%2.09%4.38%4.75%8.02%12.76%21.72%16.33%1.96%4.15%
FSPSX
Fidelity International Index Fund
3.22%3.15%3.27%2.79%2.66%3.07%1.84%3.18%2.79%2.50%3.08%2.79%

Drawdowns

FTRIX vs. FSPSX - Drawdown Comparison

The maximum FTRIX drawdown since its inception was -52.46%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FTRIX and FSPSX.


Loading graphics...

Drawdown Indicators


FTRIXFSPSXDifference

Max Drawdown

Largest peak-to-trough decline

-52.46%

-33.69%

-18.77%

Max Drawdown (1Y)

Largest decline over 1 year

-12.15%

-11.39%

-0.76%

Max Drawdown (5Y)

Largest decline over 5 years

-23.31%

-29.41%

+6.10%

Max Drawdown (10Y)

Largest decline over 10 years

-35.22%

-33.69%

-1.53%

Current Drawdown

Current decline from peak

-9.01%

-10.86%

+1.85%

Average Drawdown

Average peak-to-trough decline

-6.59%

-6.59%

0.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.60%

2.96%

-0.36%

Volatility

FTRIX vs. FSPSX - Volatility Comparison

The current volatility for Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) is 4.35%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.04%. This indicates that FTRIX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FTRIXFSPSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.35%

7.04%

-2.69%

Volatility (6M)

Calculated over the trailing 6-month period

9.25%

10.63%

-1.38%

Volatility (1Y)

Calculated over the trailing 1-year period

18.16%

16.79%

+1.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.66%

15.77%

+0.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.10%

16.47%

+1.63%