FTSDX vs. TIBIX
Compare and contrast key facts about Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) and Thornburg Investment Income Builder Fund Class I (TIBIX).
FTSDX is managed by Fidelity. It was launched on Dec 23, 2003. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.
Performance
FTSDX vs. TIBIX - Performance Comparison
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FTSDX vs. TIBIX - 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% |
TIBIX Thornburg Investment Income Builder Fund Class I | 8.00% | 37.01% | 13.48% | 18.28% | -7.69% | 20.36% | -0.40% | 18.01% | -4.31% | 15.23% |
Returns By Period
In the year-to-date period, FTSDX achieves a 3.16% return, which is significantly lower than TIBIX's 8.00% return. Over the past 10 years, FTSDX has underperformed TIBIX with an annualized return of 8.65%, while TIBIX has yielded a comparatively higher 11.99% annualized return.
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%
TIBIX
- 1D
- 0.34%
- 1M
- -4.84%
- YTD
- 8.00%
- 6M
- 15.48%
- 1Y
- 36.10%
- 3Y*
- 23.52%
- 5Y*
- 15.26%
- 10Y*
- 11.99%
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FTSDX vs. TIBIX - Expense Ratio Comparison
FTSDX has a 1.22% expense ratio, which is higher than TIBIX's 0.93% expense ratio.
Return for Risk
FTSDX vs. TIBIX — Risk / Return Rank
FTSDX
TIBIX
FTSDX vs. TIBIX - 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 Thornburg Investment Income Builder Fund Class I (TIBIX). 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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 3.35 | -2.06 |
Sortino ratioReturn per unit of downside risk | 1.80 | 4.27 | -2.47 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.74 | -0.46 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 4.14 | -2.64 |
Martin ratioReturn relative to average drawdown | 7.34 | 20.50 | -13.16 |
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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 3.35 | -2.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 1.38 | -0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.89 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.74 | -0.25 |
Correlation
The correlation between FTSDX and TIBIX is 0.79, 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. TIBIX - Dividend Comparison
FTSDX's dividend yield for the trailing twelve months is around 7.25%, more than TIBIX's 5.49% 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% |
TIBIX Thornburg Investment Income Builder Fund Class I | 5.49% | 5.83% | 5.67% | 4.89% | 5.89% | 5.33% | 4.31% | 4.46% | 4.77% | 4.52% | 4.14% | 4.66% |
Drawdowns
FTSDX vs. TIBIX - Drawdown Comparison
The maximum FTSDX drawdown since its inception was -59.20%, which is greater than TIBIX's maximum drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for FTSDX and TIBIX.
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Drawdown Indicators
| FTSDX | TIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.20% | -48.88% | -10.32% |
Max Drawdown (1Y)Largest decline over 1 year | -9.50% | -8.58% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -20.79% | +3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -30.03% | -34.85% | +4.82% |
Current DrawdownCurrent decline from peak | -5.82% | -5.07% | -0.75% |
Average DrawdownAverage peak-to-trough decline | -6.70% | -6.00% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 1.73% | +0.21% |
Volatility
FTSDX vs. TIBIX - Volatility Comparison
Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) and Thornburg Investment Income Builder Fund Class I (TIBIX) have volatilities of 3.35% and 3.22%, 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 | TIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 3.22% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 6.27% | 6.38% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.72% | 10.73% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.92% | 11.09% | -0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.39% | 13.47% | -1.08% |