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.
Performance
FTSDX vs. FSDIX - Performance Comparison
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FTSDX vs. FSDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTSDX Fidelity Advisor Strategic Dividend & Income Fund Class M | 3.16% | 12.43% | 10.90% | 8.95% | -10.41% | 18.43% | 10.66% | 21.87% | -4.88% | 10.88% |
FSDIX Fidelity Strategic Dividend & Income Fund | 3.35% | 6.52% | 11.52% | 9.45% | -9.84% | 19.03% | 11.23% | 22.50% | -4.33% | 11.23% |
Returns By Period
In the year-to-date period, FTSDX achieves a 3.16% return, which is significantly lower than FSDIX's 3.35% return. Both investments have delivered pretty close results over the past 10 years, with FTSDX having a 8.65% annualized return and FSDIX not far behind at 8.58%.
FTSDX
- 1D
- -0.33%
- 1M
- -5.72%
- YTD
- 3.16%
- 6M
- 5.35%
- 1Y
- 14.47%
- 3Y*
- 11.13%
- 5Y*
- 7.16%
- 10Y*
- 8.65%
FSDIX
- 1D
- -0.27%
- 1M
- -5.65%
- YTD
- 3.35%
- 6M
- -0.38%
- 1Y
- 8.54%
- 3Y*
- 9.57%
- 5Y*
- 6.48%
- 10Y*
- 8.58%
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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.
Return for Risk
FTSDX vs. FSDIX — Risk / Return Rank
FTSDX
FSDIX
FTSDX vs. FSDIX - Risk-Adjusted Trends 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.
| FTSDX | FSDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.70 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.80 | 0.96 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.16 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.85 | +0.65 |
Martin ratioReturn relative to average drawdown | 7.34 | 3.41 | +3.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTSDX | FSDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.70 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.58 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.69 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.51 | -0.02 |
Correlation
The correlation between FTSDX and FSDIX is 1.00, 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
FTSDX vs. FSDIX - Dividend Comparison
FTSDX's dividend yield for the trailing twelve months is around 7.25%, more than FSDIX's 1.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTSDX Fidelity Advisor Strategic Dividend & Income Fund Class M | 7.25% | 7.48% | 4.78% | 5.23% | 3.71% | 7.97% | 5.22% | 6.21% | 7.64% | 6.22% | 4.44% | 5.86% |
FSDIX Fidelity Strategic Dividend & Income Fund | 1.74% | 1.80% | 5.27% | 5.71% | 4.23% | 8.43% | 5.67% | 6.68% | 8.19% | 6.57% | 4.92% | 6.38% |
Drawdowns
FTSDX vs. FSDIX - Drawdown Comparison
The maximum FTSDX drawdown since its inception was -59.20%, roughly equal to the maximum FSDIX drawdown of -58.92%. Use the drawdown chart below to compare losses from any high point for FTSDX and FSDIX.
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Drawdown Indicators
| FTSDX | FSDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.20% | -58.92% | -0.28% |
Max Drawdown (1Y)Largest decline over 1 year | -9.50% | -9.50% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -17.08% | -0.37% |
Max Drawdown (10Y)Largest decline over 10 years | -30.03% | -29.99% | -0.04% |
Current DrawdownCurrent decline from peak | -5.82% | -5.75% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -6.70% | -6.40% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.35% | -0.41% |
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 3.35% and 3.31%, 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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Volatility by Period
| FTSDX | FSDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 3.31% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 6.27% | 8.75% | -2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.72% | 13.16% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.92% | 11.23% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.39% | 12.55% | -0.16% |