Correlation
The correlation between FTSDX and FSDIX is 0.91, 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.
FTSDX vs. FSDIX
Compare and contrast key facts about Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) and Fidelity Strategic Dividend & Income Fund (FSDIX).
FTSDX is managed by Fidelity. It was launched on Dec 23, 2003. FSDIX is managed by Fidelity. It was launched on Dec 23, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTSDX or FSDIX.
Performance
FTSDX vs. FSDIX - Performance Comparison
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Key characteristics
FTSDX:
0.77
FSDIX:
0.82
FTSDX:
1.09
FSDIX:
1.15
FTSDX:
1.16
FSDIX:
1.16
FTSDX:
0.71
FSDIX:
0.76
FTSDX:
2.64
FSDIX:
2.90
FTSDX:
3.40%
FSDIX:
3.29%
FTSDX:
12.23%
FSDIX:
12.24%
FTSDX:
-59.12%
FSDIX:
-58.82%
FTSDX:
-3.17%
FSDIX:
-2.87%
Returns By Period
In the year-to-date period, FTSDX achieves a 2.30% return, which is significantly lower than FSDIX's 2.53% return. Over the past 10 years, FTSDX has underperformed FSDIX with an annualized return of 7.42%, while FSDIX has yielded a comparatively higher 7.99% annualized return.
FTSDX
2.30%
2.66%
-3.17%
8.12%
6.10%
9.25%
7.42%
FSDIX
2.53%
2.75%
-2.87%
8.75%
6.65%
9.83%
7.99%
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FTSDX vs. FSDIX - Expense Ratio Comparison
FTSDX has a 1.22% expense ratio, which is higher than FSDIX's 0.68% expense ratio.
Risk-Adjusted Performance
FTSDX vs. FSDIX — Risk-Adjusted Performance Rank
FTSDX
FSDIX
FTSDX vs. FSDIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) and Fidelity Strategic Dividend & Income Fund (FSDIX). 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
FTSDX vs. FSDIX - Dividend Comparison
FTSDX's dividend yield for the trailing twelve months is around 4.72%, less than FSDIX's 5.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTSDX Fidelity Advisor Strategic Dividend & Income Fund Class M | 4.72% | 4.78% | 5.23% | 3.71% | 7.97% | 5.22% | 6.21% | 7.64% | 6.93% | 4.44% | 5.86% | 7.80% |
FSDIX Fidelity Strategic Dividend & Income Fund | 5.21% | 5.27% | 5.71% | 4.23% | 8.43% | 5.67% | 6.68% | 8.19% | 7.41% | 4.92% | 6.38% | 8.29% |
Drawdowns
FTSDX vs. FSDIX - Drawdown Comparison
The maximum FTSDX drawdown since its inception was -59.12%, roughly equal to the maximum FSDIX drawdown of -58.82%. Use the drawdown chart below to compare losses from any high point for FTSDX and FSDIX.
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Volatility
FTSDX vs. FSDIX - Volatility Comparison
Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) and Fidelity Strategic Dividend & Income Fund (FSDIX) have volatilities of 3.25% and 3.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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