FTRIX vs. SWTSX

In the year-to-date period, FTRIX achieves a 5.37% return, which is significantly higher than SWTSX's 0.52% return. Over the past 10 years, FTRIX has outperformed SWTSX with an annualized return of 13.09%, while SWTSX has yielded a comparatively lower 11.80% annualized return.

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FTRIX has a 0.65% expense ratio, which is higher than SWTSX's 0.03% expense ratio.

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

The current FTRIX Sharpe Ratio is 0.87, which is comparable to the SWTSX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of FTRIX and SWTSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTRIX's dividend yield for the trailing twelve months is around 2.54%, more than SWTSX's 1.23% yield.

The maximum FTRIX drawdown since its inception was -52.83%, roughly equal to the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for FTRIX and SWTSX.

The current volatility for Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) is 4.16%, while Schwab Total Stock Market Index Fund (SWTSX) has a volatility of 4.98%. This indicates that FTRIX experiences smaller price fluctuations and is considered to be less risky than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.